Consolidated Returns as of 30 June 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 (~71 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
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The annualized return of the last 10 years has been 8.06% (updated at Jun 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.55% |
+162.93%
Feb 1979 - Jan 1980 |
-33.51%
Sep 1975 - Aug 1976 |
39.17%
329 out of 840 |
Euro Inflation Adjusted | -0.35% |
+150.61%
Feb 1979 - Jan 1980 |
-36.10%
Sep 1975 - Aug 1976 |
50.48%
424 out of 840 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.55% |
+86.35%
Dec 1978 - Nov 1980 |
-17.11%
Feb 2012 - Jan 2014 |
34.06%
282 out of 828 |
Euro Inflation Adjusted | +0.65% |
+77.12%
Dec 1978 - Nov 1980 |
-20.34%
Jul 1980 - Jun 1982 |
47.95%
397 out of 828 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.65% |
+60.24%
Feb 1977 - Jan 1980 |
-11.71%
Aug 1987 - Jul 1990 |
29.90%
244 out of 816 |
Euro Inflation Adjusted | +0.11% |
+54.67%
Feb 1977 - Jan 1980 |
-14.84%
Sep 1989 - Aug 1992 |
48.90%
399 out of 816 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.96% |
+50.64%
Sep 1976 - Aug 1980 |
-11.64%
Sep 1988 - Aug 1992 |
25.87%
208 out of 804 |
Euro Inflation Adjusted | +0.71% |
+44.78%
Sep 1976 - Aug 1980 |
-14.74%
Sep 1988 - Aug 1992 |
44.40%
357 out of 804 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.93% |
+37.21%
Sep 1976 - Aug 1981 |
-9.94%
Sep 1987 - Aug 1992 |
26.01%
206 out of 792 |
Euro Inflation Adjusted | +0.98% |
+31.25%
Sep 1976 - Aug 1981 |
-12.70%
Sep 1987 - Aug 1992 |
42.42%
336 out of 792 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.06% |
+30.68%
Sep 1976 - Aug 1982 |
-8.00%
Feb 1985 - Jan 1991 |
25.38%
198 out of 780 |
Euro Inflation Adjusted | +0.81% |
+24.91%
Sep 1976 - Aug 1982 |
-10.34%
Oct 1986 - Sep 1992 |
45.51%
355 out of 780 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.72% |
+34.62%
Feb 1973 - Jan 1980 |
-8.06%
Sep 1985 - Aug 1992 |
26.17%
201 out of 768 |
Euro Inflation Adjusted | +0.50% |
+28.50%
Feb 1973 - Jan 1980 |
-10.12%
Sep 1985 - Aug 1992 |
46.61%
358 out of 768 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.99% |
+35.29%
Feb 1972 - Jan 1980 |
-8.34%
Feb 1983 - Jan 1991 |
22.49%
170 out of 756 |
Euro Inflation Adjusted | +1.49% |
+28.90%
Feb 1972 - Jan 1980 |
-10.05%
Feb 1983 - Jan 1991 |
46.30%
350 out of 756 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.58% |
+32.65%
Feb 1971 - Jan 1980 |
-7.89%
Sep 1983 - Aug 1992 |
20.03%
149 out of 744 |
Euro Inflation Adjusted | +2.84% |
+26.31%
Feb 1971 - Jan 1980 |
-9.88%
Sep 1983 - Aug 1992 |
42.61%
317 out of 744 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.03% |
+30.07%
Oct 1970 - Sep 1980 |
-6.38%
Feb 1983 - Jan 1993 |
19.81%
145 out of 732 |
Euro Inflation Adjusted | +3.03% |
+23.82%
Feb 1970 - Jan 1980 |
-8.45%
Feb 1983 - Jan 1993 |
39.75%
291 out of 732 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.69% |
+26.99%
Dec 1969 - Nov 1980 |
-5.15%
Sep 1981 - Aug 1992 |
18.19%
131 out of 720 |
Euro Inflation Adjusted | +3.54% |
+20.92%
Dec 1969 - Nov 1980 |
-7.51%
Sep 1981 - Aug 1992 |
37.36%
269 out of 720 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.37% |
+25.20%
Feb 1971 - Jan 1983 |
-5.18%
Sep 1980 - Aug 1992 |
17.37%
123 out of 708 |
Euro Inflation Adjusted | +4.17% |
+19.12%
Feb 1968 - Jan 1980 |
-7.84%
Sep 1980 - Aug 1992 |
34.46%
244 out of 708 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.84% |
+23.75%
Feb 1970 - Jan 1983 |
-4.24%
Sep 1985 - Aug 1998 |
17.82%
124 out of 696 |
Euro Inflation Adjusted | +4.34% |
+17.78%
Feb 1970 - Jan 1983 |
-6.63%
Feb 1980 - Jan 1993 |
31.75%
221 out of 696 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.29% |
+21.05%
Dec 1969 - Nov 1983 |
-4.44%
Oct 1984 - Sep 1998 |
17.69%
121 out of 684 |
Euro Inflation Adjusted | +4.59% |
+16.07%
Oct 1966 - Sep 1980 |
-6.54%
Oct 1984 - Sep 1998 |
29.97%
205 out of 684 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.38% |
+20.34%
Feb 1968 - Jan 1983 |
-4.65%
Sep 1983 - Aug 1998 |
18.15%
122 out of 672 |
Euro Inflation Adjusted | +4.54% |
+14.96%
Feb 1968 - Jan 1983 |
-6.73%
Sep 1983 - Aug 1998 |
27.23%
183 out of 672 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.47% |
+18.99%
Feb 1967 - Jan 1983 |
-4.53%
Feb 1983 - Jan 1999 |
17.27%
114 out of 660 |
Euro Inflation Adjusted | +4.86% |
+13.90%
Feb 1967 - Jan 1983 |
-6.56%
Feb 1983 - Jan 1999 |
25.15%
166 out of 660 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.24% |
+17.81%
Feb 1966 - Jan 1983 |
-3.41%
Feb 1983 - Jan 2000 |
16.36%
106 out of 648 |
Euro Inflation Adjusted | +4.69% |
+12.88%
Feb 1966 - Jan 1983 |
-5.84%
Dec 1980 - Nov 1997 |
23.61%
153 out of 648 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.31% |
+16.74%
Feb 1965 - Jan 1983 |
-3.48%
Oct 1980 - Sep 1998 |
15.25%
97 out of 636 |
Euro Inflation Adjusted | +4.64% |
+11.88%
Feb 1965 - Jan 1983 |
-5.99%
Oct 1980 - Sep 1998 |
22.17%
141 out of 636 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.19% |
+15.82%
Feb 1964 - Jan 1983 |
-3.19%
Sep 1980 - Aug 1999 |
13.46%
84 out of 624 |
Euro Inflation Adjusted | +4.45% |
+11.13%
Feb 1964 - Jan 1983 |
-5.64%
Sep 1980 - Aug 1999 |
19.39%
121 out of 624 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.10% |
+14.99%
Feb 1963 - Jan 1983 |
-2.28%
Jun 1983 - May 2003 |
11.60%
71 out of 612 |
Euro Inflation Adjusted | +4.38% |
+10.41%
Feb 1963 - Jan 1983 |
-4.70%
Feb 1980 - Jan 2000 |
19.61%
120 out of 612 |
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To obtain comprehensive information, please consult the WisdomTree Physical Gold (PHAU) ETF: Historical Returns page.