WisdomTree Physical Gold (PHAU): Rolling Returns

Data Source: from August 1953 to May 2024 (~71 years)
Consolidated Returns as of 31 May 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

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

The annualized return of the last 10 years has been 8.53% (updated at May 31, 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 June 1994 - 31 May 2024 (30 Years)
Data Source: 1 August 1953 - 31 May 2024 (~71 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +2.55% +162.93%
Feb 1979 - Jan 1980
-33.51%
Sep 1975 - Aug 1976
39.21%
329 out of 839
Euro Inflation Adjusted -0.35% +150.61%
Feb 1979 - Jan 1980
-36.10%
Sep 1975 - Aug 1976
50.54%
424 out of 839
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 +2.55% +86.35%
Dec 1978 - Nov 1980
-17.11%
Feb 2012 - Jan 2014
34.10%
282 out of 827
Euro Inflation Adjusted +0.65% +77.12%
Dec 1978 - Nov 1980
-20.34%
Jul 1980 - Jun 1982
48.00%
397 out of 827
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 +2.65% +60.24%
Feb 1977 - Jan 1980
-11.71%
Aug 1987 - Jul 1990
29.94%
244 out of 815
Euro Inflation Adjusted +0.11% +54.67%
Feb 1977 - Jan 1980
-14.84%
Sep 1989 - Aug 1992
48.96%
399 out of 815
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 +2.96% +50.64%
Sep 1976 - Aug 1980
-11.64%
Sep 1988 - Aug 1992
25.90%
208 out of 803
Euro Inflation Adjusted +0.71% +44.78%
Sep 1976 - Aug 1980
-14.74%
Sep 1988 - Aug 1992
44.46%
357 out of 803
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 +2.93% +37.21%
Sep 1976 - Aug 1981
-9.94%
Sep 1987 - Aug 1992
26.04%
206 out of 791
Euro Inflation Adjusted +0.98% +31.25%
Sep 1976 - Aug 1981
-12.70%
Sep 1987 - Aug 1992
42.48%
336 out of 791
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 +3.06% +30.68%
Sep 1976 - Aug 1982
-8.00%
Feb 1985 - Jan 1991
25.42%
198 out of 779
Euro Inflation Adjusted +0.81% +24.91%
Sep 1976 - Aug 1982
-10.34%
Oct 1986 - Sep 1992
45.57%
355 out of 779
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 +2.72% +34.62%
Feb 1973 - Jan 1980
-8.06%
Sep 1985 - Aug 1992
26.21%
201 out of 767
Euro Inflation Adjusted +0.50% +28.50%
Feb 1973 - Jan 1980
-10.12%
Sep 1985 - Aug 1992
46.68%
358 out of 767
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% +35.29%
Feb 1972 - Jan 1980
-8.34%
Feb 1983 - Jan 1991
22.52%
170 out of 755
Euro Inflation Adjusted +1.49% +28.90%
Feb 1972 - Jan 1980
-10.05%
Feb 1983 - Jan 1991
46.36%
350 out of 755
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 +4.58% +32.65%
Feb 1971 - Jan 1980
-7.89%
Sep 1983 - Aug 1992
20.05%
149 out of 743
Euro Inflation Adjusted +2.84% +26.31%
Feb 1971 - Jan 1980
-9.88%
Sep 1983 - Aug 1992
42.66%
317 out of 743
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 +5.03% +30.07%
Oct 1970 - Sep 1980
-6.38%
Feb 1983 - Jan 1993
19.84%
145 out of 731
Euro Inflation Adjusted +3.03% +23.82%
Feb 1970 - Jan 1980
-8.45%
Feb 1983 - Jan 1993
39.81%
291 out of 731
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 +5.69% +26.99%
Dec 1969 - Nov 1980
-5.15%
Sep 1981 - Aug 1992
18.22%
131 out of 719
Euro Inflation Adjusted +3.54% +20.92%
Dec 1969 - Nov 1980
-7.51%
Sep 1981 - Aug 1992
37.41%
269 out of 719
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 +6.38% +25.20%
Feb 1971 - Jan 1983
-5.18%
Sep 1980 - Aug 1992
17.40%
123 out of 707
Euro Inflation Adjusted +4.17% +19.12%
Feb 1968 - Jan 1980
-7.84%
Sep 1980 - Aug 1992
34.51%
244 out of 707
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 +6.87% +23.75%
Feb 1970 - Jan 1983
-4.24%
Sep 1985 - Aug 1998
17.84%
124 out of 695
Euro Inflation Adjusted +4.35% +17.78%
Feb 1970 - Jan 1983
-6.63%
Feb 1980 - Jan 1993
31.80%
221 out of 695
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 +7.29% +21.05%
Dec 1969 - Nov 1983
-4.44%
Oct 1984 - Sep 1998
17.72%
121 out of 683
Euro Inflation Adjusted +4.60% +16.07%
Oct 1966 - Sep 1980
-6.54%
Oct 1984 - Sep 1998
30.01%
205 out of 683
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 +7.38% +20.34%
Feb 1968 - Jan 1983
-4.65%
Sep 1983 - Aug 1998
18.18%
122 out of 671
Euro Inflation Adjusted +4.54% +14.96%
Feb 1968 - Jan 1983
-6.73%
Sep 1983 - Aug 1998
27.27%
183 out of 671
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 +7.47% +18.99%
Feb 1967 - Jan 1983
-4.53%
Feb 1983 - Jan 1999
17.30%
114 out of 659
Euro Inflation Adjusted +4.86% +13.90%
Feb 1967 - Jan 1983
-6.56%
Feb 1983 - Jan 1999
25.19%
166 out of 659
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 +7.24% +17.81%
Feb 1966 - Jan 1983
-3.41%
Feb 1983 - Jan 2000
16.38%
106 out of 647
Euro Inflation Adjusted +4.69% +12.88%
Feb 1966 - Jan 1983
-5.84%
Dec 1980 - Nov 1997
23.65%
153 out of 647
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 +7.31% +16.74%
Feb 1965 - Jan 1983
-3.48%
Oct 1980 - Sep 1998
15.28%
97 out of 635
Euro Inflation Adjusted +4.64% +11.88%
Feb 1965 - Jan 1983
-5.99%
Oct 1980 - Sep 1998
22.20%
141 out of 635
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 +7.19% +15.82%
Feb 1964 - Jan 1983
-3.19%
Sep 1980 - Aug 1999
13.48%
84 out of 623
Euro Inflation Adjusted +4.45% +11.13%
Feb 1964 - Jan 1983
-5.64%
Sep 1980 - Aug 1999
19.42%
121 out of 623
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 +7.10% +14.99%
Feb 1963 - Jan 1983
-2.28%
Jun 1983 - May 2003
11.62%
71 out of 611
Euro Inflation Adjusted +4.38% +10.41%
Feb 1963 - Jan 1983
-4.70%
Feb 1980 - Jan 2000
19.64%
120 out of 611
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.