WisdomTree Physical Gold
Provider: WisdomTree
WisdomTree Physical Gold is an open-ended UCITS eligible Exchange Traded Commodity incorporated in Jersey and list across Europe and Asia. It is designed to track the Gold price less fees allowing investors to invest in the precious metals market. It is backed by physically allocated metal bullion which has no credit risk. The security only holds LBMA Good Delivery bars.
| Annualised Return | 8.77% |
| Realised Volatility | 16.8% |
| Downside Volatility | 10.34% |
| Max Drawdown | -42.96% |
| Winning months | 53.42% |
| Sharpe Ratio | 0.52 |
| Sortino Ratio | 0.85 |
| Calmar Ratio | 0.2 |
| Viking Ratio | 0.4 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 7.5% | 1.45% | 9.5% | 5.95% | -0.63% | 3.07% | 29.6% | ||||||
| 2024 | -0.8% | -1.06% | 9.68% | 3.49% | 1.03% | -0.13% | 4.03% | 3.38% | 5.01% | 4.16% | -2.99% | -1.96% | 25.75% |
| 2023 | 5.95% | -5.28% | 8.23% | 0.55% | -0.89% | -2.82% | 2.69% | -1.42% | -4.57% | 7.34% | 2.4% | 1.34% | 13.18% |
| 2022 | -1.34% | 5.84% | 2.2% | -1.98% | -3.45% | -1.8% | -2.38% | -2.59% | -2.77% | -2.11% | 7.02% | 3.71% | -0.38% |
| 2021 | -1.98% | -7.31% | -1.04% | 3.64% | 7.18% | -6.88% | 3.26% | -0.83% | -2.66% | 0.91% | -0.06% | 2.36% | -4.31% |
| 2020 | 4.37% | -0.16% | 1.39% | 5.84% | 1.66% | 2.94% | 10.61% | -0.21% | -3.61% | -0.98% | -5.52% | 6.4% | 23.94% |
| 2019 | 2.94% | -0.51% | -1.51% | -0.95% | 1.27% | 8.42% | 1.2% | 7.02% | -4.01% | 2.94% | -3.15% | 3.91% | 18.15% |
| 2018 | 3.44% | -1.7% | 0.17% | -0.69% | -0.88% | -3.95% | -2.29% | -1.83% | -0.74% | 1.85% | 0.34% | 5.18% | -1.44% |
| 2017 | 4.54% | 3.68% | -0.88% | 1.72% | -0.08% | -2.02% | 2.07% | 3.8% | -2.48% | -1.24% | 0.64% | 1.47% | 11.48% |
| 2016 | 5.27% | 10.49% | 0.1% | 4.67% | -6.25% | 8.71% | 2.17% | -3.1% | 1.01% | -3.64% | -7.98% | -1.16% | 8.87% |
| 2015 | 6.26% | -4.46% | -2.44% | -0.76% | 0.83% | -1.39% | -6.57% | 3.56% | -1.9% | 2.39% | -6.9% | -0.31% | -11.83% |
| 2014 | 3.4% | 6.61% | -2.81% | 0.35% | -3.76% | 5.85% | -2.43% | 0.13% | -6.06% | -3.74% | 1.33% | 1.35% | -0.63% |
| 2013 | 0.27% | -4.99% | 0.83% | -7.94% | -5.17% | -12.87% | 7.69% | 7.17% | -5.21% | -0.56% | -5.28% | -4.21% | -27.89% |
| 2012 | 10.46% | -1% | -3.18% | -0.3% | -5.71% | 2.15% | 1.25% | 3.46% | 5.75% | -2.79% | -0.54% | -3.32% | 5.28% |
| 2011 | -5.9% | 6.34% | 1.56% | 7.1% | -0.13% | -1.96% | 7.79% | 12.37% | -11.25% | 6.03% | 1.33% | -10.07% | 10.7% |
| 2010 | -2.72% | 3.84% | -0.18% | 5.95% | 1.81% | 3.44% | -5.61% | 6.1% | 4.03% | 3.89% | 2.63% | 1.96% | 27.42% |
| 2009 | 6.78% | 2.34% | -2.87% | -3.5% | 10.51% | -5.35% | 1.48% | 1.59% | 4.79% | 3.34% | 12.98% | -5.79% | 27.3% |
| 2008 | 10.56% | 5.31% | -4.32% | -6.87% | 2.08% | 3.69% | -0.34% | -8.97% | 5.72% | -18.03% | 11.8% | 6.69% | 2.98% |
| 2007 | -0.33% | -2.94% | -2.3% | 3% | 0.89% | 10.84% | 5.91% | -0.71% | 6.5% | 21.93% |