GDMN:BATS-WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (USD)

ETF | Others |

Last Closing

USD 45.09

Change

+0.23 (+0.51)%

Market Cap

USD 0.04B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund invests, either directly or through a wholly-owned subsidiary, in a portfolio comprised of (i) U.S.-listed gold futures contracts and (ii) global equity securities issued by companies that derive at least 50% of their revenue from the gold mining business. The fund will invest in a representative basket of global equity securities issued by Gold Miners generally weighted by market capitalization. The fund may invest in U.S. Treasury securities and other liquid short-term investments as collateral for its U.S.-listed gold futures contracts. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-05-13 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 58.05% 96% N/A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 58.05% 96% N/A 97% N/A
Trailing 12 Months  
Capital Gain 53.60% 99% N/A 99% N/A
Dividend Return 8.77% 96% N/A 96% N/A
Total Return 62.37% 99% N/A 99% N/A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 12.86% 91% A- 89% A-
Dividend Return 16.50% 96% N/A 94% A
Total Return 3.64% 88% B+ 89% A-
Risk Return Profile  
Volatility (Standard Deviation) 28.59% 6% D- 8% B-
Risk Adjusted Return 57.73% 51% F 52% F
Market Capitalization 0.04B 50% F 45% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.