WisdomTree Physical Gold (PHAU): Rolling Returns

Data Source: from January 1975 to April 2024 (~49 years)
Consolidated Returns as of 30 April 2024

Holding the WisdomTree Physical Gold (PHAU) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~49 years), the longest period with a negative return lasted 313 months (from October 1980 to October 2006).

This means that every rolling period of 314 months or above has always granted a positive return.

To obtain comprehensive information, please consult the WisdomTree Physical Gold (PHAU) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

WISDOMTREE PHYSICAL GOLD (PHAU) ETF
Previous vs Next Returns - 10 Years annualized
Updated to April 2024

The annualized return of the last 10 years has been 8.29% (updated at Apr 30, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

WISDOMTREE PHYSICAL GOLD (PHAU) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 May 1994 - 30 April 2024 (30 Years)
Data Source: 1 January 1975 - 30 April 2024 (~49 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.60% +162.93%
Feb 1979 - Jan 1980
-33.51%
Sep 1975 - Aug 1976
41.14%
239 out of 581
Euro Inflation Adjusted +0.87% +150.61%
Feb 1979 - Jan 1980
-36.10%
Sep 1975 - Aug 1976
47.50%
276 out of 581
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.04% +86.35%
Dec 1978 - Nov 1980
-17.11%
Feb 2012 - Jan 2014
35.50%
202 out of 569
Euro Inflation Adjusted +1.55% +77.12%
Dec 1978 - Nov 1980
-20.34%
Jul 1980 - Jun 1982
43.94%
250 out of 569
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.73% +60.24%
Feb 1977 - Jan 1980
-11.71%
Aug 1987 - Jul 1990
33.93%
189 out of 557
Euro Inflation Adjusted +0.97% +54.67%
Feb 1977 - Jan 1980
-14.84%
Sep 1989 - Aug 1992
44.70%
249 out of 557
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.26% +50.64%
Sep 1976 - Aug 1980
-11.64%
Sep 1988 - Aug 1992
32.84%
179 out of 545
Euro Inflation Adjusted +1.23% +44.78%
Sep 1976 - Aug 1980
-14.74%
Sep 1988 - Aug 1992
43.85%
239 out of 545
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.37% +37.21%
Sep 1976 - Aug 1981
-9.94%
Sep 1987 - Aug 1992
32.83%
175 out of 533
Euro Inflation Adjusted +1.40% +31.25%
Sep 1976 - Aug 1981
-12.70%
Sep 1987 - Aug 1992
44.28%
236 out of 533
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.80% +30.68%
Sep 1976 - Aug 1982
-8.00%
Feb 1985 - Jan 1991
32.82%
171 out of 521
Euro Inflation Adjusted +1.79% +24.91%
Sep 1976 - Aug 1982
-10.34%
Oct 1986 - Sep 1992
44.91%
234 out of 521
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.90% +28.22%
Sep 1976 - Aug 1983
-8.06%
Sep 1985 - Aug 1992
34.18%
174 out of 509
Euro Inflation Adjusted +1.16% +22.77%
Sep 1976 - Aug 1983
-10.12%
Sep 1985 - Aug 1992
46.37%
236 out of 509
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.99% +22.85%
Sep 1976 - Aug 1984
-8.34%
Feb 1983 - Jan 1991
31.39%
156 out of 497
Euro Inflation Adjusted +1.52% +18.02%
Sep 1976 - Aug 1984
-10.05%
Feb 1983 - Jan 1991
45.07%
224 out of 497
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +3.87% +19.30%
Sep 1976 - Aug 1985
-7.89%
Sep 1983 - Aug 1992
30.31%
147 out of 485
Euro Inflation Adjusted +2.56% +14.87%
Sep 1976 - Aug 1985
-9.88%
Sep 1983 - Aug 1992
41.03%
199 out of 485
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.52% +15.68%
Sep 1976 - Aug 1986
-6.38%
Feb 1983 - Jan 1993
28.96%
137 out of 473
Euro Inflation Adjusted +2.69% +12.87%
Sep 2001 - Aug 2011
-8.45%
Feb 1983 - Jan 1993
39.11%
185 out of 473
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.28% +14.86%
Sep 1976 - Aug 1987
-5.15%
Sep 1981 - Aug 1992
28.42%
131 out of 461
Euro Inflation Adjusted +2.44% +12.40%
Feb 2001 - Jan 2012
-7.51%
Sep 1981 - Aug 1992
39.48%
182 out of 461
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +4.67% +14.54%
Sep 1999 - Aug 2011
-5.18%
Sep 1980 - Aug 1992
27.39%
123 out of 449
Euro Inflation Adjusted +2.58% +12.22%
Sep 1999 - Aug 2011
-7.84%
Sep 1980 - Aug 1992
38.08%
171 out of 449
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.51% +13.73%
Aug 1999 - Jul 2012
-4.24%
Sep 1985 - Aug 1998
28.38%
124 out of 437
Euro Inflation Adjusted +3.00% +11.40%
Aug 1999 - Jul 2012
-6.63%
Feb 1980 - Jan 1993
36.16%
158 out of 437
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.01% +12.74%
Oct 1998 - Sep 2012
-4.44%
Oct 1984 - Sep 1998
28.47%
121 out of 425
Euro Inflation Adjusted +3.48% +10.42%
Oct 1998 - Sep 2012
-6.54%
Oct 1984 - Sep 1998
35.53%
151 out of 425
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.51% +11.04%
Dec 1997 - Nov 2012
-4.65%
Sep 1983 - Aug 1998
29.54%
122 out of 413
Euro Inflation Adjusted +2.76% +8.90%
Aug 2005 - Jul 2020
-6.73%
Sep 1983 - Aug 1998
33.17%
137 out of 413
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.72% +10.30%
Aug 2004 - Jul 2020
-4.53%
Feb 1983 - Jan 1999
28.43%
114 out of 401
Euro Inflation Adjusted +2.76% +8.68%
Aug 2004 - Jul 2020
-6.56%
Feb 1983 - Jan 1999
32.92%
132 out of 401
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.72% +9.96%
May 2005 - Apr 2022
-3.41%
Feb 1983 - Jan 2000
27.25%
106 out of 389
Euro Inflation Adjusted +3.06% +8.20%
Aug 2003 - Jul 2020
-5.84%
Dec 1980 - Nov 1997
33.68%
131 out of 389
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.75% +9.58%
May 2004 - Apr 2022
-3.48%
Oct 1980 - Sep 1998
25.73%
97 out of 377
Euro Inflation Adjusted +2.91% +7.70%
Aug 2002 - Jul 2020
-5.99%
Oct 1980 - Sep 1998
34.75%
131 out of 377
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.41% +9.81%
May 2005 - Apr 2024
-3.19%
Sep 1980 - Aug 1999
23.01%
84 out of 365
Euro Inflation Adjusted +2.43% +7.54%
May 2005 - Apr 2024
-5.64%
Sep 1980 - Aug 1999
33.15%
121 out of 365
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +5.02% +9.47%
May 2004 - Apr 2024
-2.28%
Jun 1983 - May 2003
20.11%
71 out of 353
Euro Inflation Adjusted +2.34% +7.21%
May 2004 - Apr 2024
-4.70%
Feb 1980 - Jan 2000
33.99%
120 out of 353
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the WisdomTree Physical Gold (PHAU) ETF: Historical Returns page.