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WisdomTree Efficient Gold Plus Equity Strategy Fund GDE
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | GDE | Replication |
|---|---|---|
| Annualized growth | 26.1% | 18.2% |
| Annualized volatility | 23.5% | 14.2% |
| Sharpe ratio | 1.10 | 1.25 |
| Maximum drawdown | 31.8% | 20.2% |
| Replication fit (R²) | 0.78 · Tracking error 10.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model GDE’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IAU | Alternatives · Gold | 49.2% |
| XLK | Sector · Technology | 23.9% |
| XLB | Sector · Materials | 14.8% |
| VUG | Style · Growth | 12.2% |