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WisdomTree Efficient TIPS Plus Gold Fund GDT
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | GDT | Replication |
|---|---|---|
| Annualized growth | -21.6% | -12.8% |
| Annualized volatility | 21.7% | 17.7% |
| Sharpe ratio | -1.01 | -0.68 |
| Maximum drawdown | 21.9% | 16.1% |
| Replication fit (R²) | 0.79 · Tracking error 10.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model GDT’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IAU | Alternatives · Gold | 67.2% |
| XLB | Sector · Materials | 16.1% |
| XLV | Sector · Healthcare | 8.5% |
| IWC | Micro Cap | 6.1% |
| IBIT | Alternatives · Bitcoin | 2.1% |