Consolidated Returns as of 30 June 2024
Holding the WisdomTree Physical Gold EUR Hedged (GBSE) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~75 years), the longest period with a negative return lasted 347 months (from February 1980 to December 2008).
This means that every rolling period of 348 months or above has always granted a positive return.
To obtain comprehensive information, please consult the WisdomTree Physical Gold EUR Hedged (GBSE) 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 2.77% (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 | +1.81% |
+164.11%
Feb 1979 - Jan 1980 |
-41.61%
Apr 1981 - Mar 1982 |
34.77%
307 out of 883 |
Euro Inflation Adjusted | -0.04% |
+151.74%
Feb 1979 - Jan 1980 |
-44.46%
Apr 1981 - Mar 1982 |
50.51%
446 out of 883 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.99% |
+88.06%
Apr 1972 - Mar 1974 |
-34.16%
Jul 1980 - Jun 1982 |
35.71%
311 out of 871 |
Euro Inflation Adjusted | +0.01% |
+76.20%
Feb 1978 - Jan 1980 |
-37.83%
Jul 1980 - Jun 1982 |
49.83%
434 out of 871 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.88% |
+64.50%
Apr 1971 - Mar 1974 |
-19.52%
Nov 1980 - Oct 1983 |
35.62%
306 out of 859 |
Euro Inflation Adjusted | -0.41% |
+57.82%
Feb 1977 - Jan 1980 |
-23.37%
Oct 1980 - Sep 1983 |
51.46%
442 out of 859 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.34% |
+51.39%
Sep 1976 - Aug 1980 |
-19.39%
Oct 1980 - Sep 1984 |
27.27%
231 out of 847 |
Euro Inflation Adjusted | +0.33% |
+45.51%
Sep 1976 - Aug 1980 |
-22.62%
Oct 1980 - Sep 1984 |
45.45%
385 out of 847 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.18% |
+39.67%
Jan 1970 - Dec 1974 |
-18.54%
Mar 1980 - Feb 1985 |
26.11%
218 out of 835 |
Euro Inflation Adjusted | +0.15% |
+31.91%
Jan 1970 - Dec 1974 |
-21.76%
Mar 1980 - Feb 1985 |
48.62%
406 out of 835 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.95% |
+29.86%
Apr 1968 - Mar 1974 |
-13.75%
Mar 1980 - Feb 1986 |
26.61%
219 out of 823 |
Euro Inflation Adjusted | -0.13% |
+23.99%
Apr 1968 - Mar 1974 |
-16.77%
Feb 1980 - Jan 1986 |
51.15%
421 out of 823 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.92% |
+35.62%
Feb 1973 - Jan 1980 |
-10.25%
Feb 1980 - Jan 1987 |
27.25%
221 out of 811 |
Euro Inflation Adjusted | -0.26% |
+29.44%
Feb 1973 - Jan 1980 |
-12.96%
Feb 1980 - Jan 1987 |
52.40%
425 out of 811 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.91% |
+36.12%
Feb 1972 - Jan 1980 |
-9.56%
Oct 1980 - Sep 1988 |
26.66%
213 out of 799 |
Euro Inflation Adjusted | -0.11% |
+29.69%
Feb 1972 - Jan 1980 |
-11.78%
Oct 1980 - Sep 1988 |
51.94%
415 out of 799 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.89% |
+34.94%
Feb 1971 - Jan 1980 |
-9.65%
Oct 1980 - Sep 1989 |
26.68%
210 out of 787 |
Euro Inflation Adjusted | -0.07% |
+28.49%
Feb 1971 - Jan 1980 |
-11.90%
Oct 1980 - Sep 1989 |
50.95%
401 out of 787 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.06% |
+32.27%
Feb 1970 - Jan 1980 |
-8.97%
Jul 1980 - Jun 1990 |
22.97%
178 out of 775 |
Euro Inflation Adjusted | -0.00% |
+26.06%
Feb 1970 - Jan 1980 |
-11.27%
Jul 1980 - Jun 1990 |
50.32%
390 out of 775 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +2.42% |
+27.79%
Dec 1969 - Nov 1980 |
-8.10%
Oct 1980 - Sep 1991 |
19.00%
145 out of 763 |
Euro Inflation Adjusted | +0.03% |
+21.68%
Dec 1969 - Nov 1980 |
-10.64%
Oct 1980 - Sep 1991 |
49.80%
380 out of 763 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.48% |
+25.68%
Feb 1968 - Jan 1980 |
-7.37%
Feb 1980 - Jan 1992 |
17.71%
133 out of 751 |
Euro Inflation Adjusted | +1.08% |
+20.31%
Feb 1968 - Jan 1980 |
-10.05%
Feb 1980 - Jan 1992 |
45.01%
338 out of 751 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.17% |
+23.37%
Oct 1967 - Sep 1980 |
-6.92%
Feb 1980 - Jan 1993 |
17.32%
128 out of 739 |
Euro Inflation Adjusted | +1.70% |
+18.37%
Feb 1967 - Jan 1980 |
-9.65%
Feb 1980 - Jan 1993 |
40.19%
297 out of 739 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +4.67% |
+21.59%
Feb 1966 - Jan 1980 |
-5.26%
Feb 1980 - Jan 1994 |
15.68%
114 out of 727 |
Euro Inflation Adjusted | +2.22% |
+16.79%
Feb 1966 - Jan 1980 |
-8.05%
Feb 1980 - Jan 1994 |
37.55%
273 out of 727 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.24% |
+20.02%
Feb 1965 - Jan 1980 |
-4.89%
Feb 1980 - Jan 1995 |
15.52%
111 out of 715 |
Euro Inflation Adjusted | +3.02% |
+15.28%
Feb 1965 - Jan 1980 |
-7.66%
Feb 1980 - Jan 1995 |
36.36%
260 out of 715 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.01% |
+18.71%
Feb 1964 - Jan 1980 |
-4.57%
Oct 1980 - Sep 1996 |
15.36%
108 out of 703 |
Euro Inflation Adjusted | +3.47% |
+14.17%
Feb 1964 - Jan 1980 |
-7.21%
Oct 1980 - Sep 1996 |
33.71%
237 out of 703 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.74% |
+17.57%
Feb 1963 - Jan 1980 |
-5.29%
Dec 1980 - Nov 1997 |
13.75%
95 out of 691 |
Euro Inflation Adjusted | +3.96% |
+13.16%
Feb 1963 - Jan 1980 |
-7.81%
Dec 1980 - Nov 1997 |
31.40%
217 out of 691 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.65% |
+16.56%
Feb 1962 - Jan 1980 |
-5.64%
Sep 1980 - Aug 1998 |
10.90%
74 out of 679 |
Euro Inflation Adjusted | +4.20% |
+12.24%
Feb 1962 - Jan 1980 |
-8.10%
Sep 1980 - Aug 1998 |
29.60%
201 out of 679 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.60% |
+15.70%
Feb 1961 - Jan 1980 |
-5.82%
Jul 1980 - Jun 1999 |
10.34%
69 out of 667 |
Euro Inflation Adjusted | +4.11% |
+11.46%
Feb 1961 - Jan 1980 |
-8.20%
Jul 1980 - Jun 1999 |
28.49%
190 out of 667 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.45% |
+14.82%
Feb 1960 - Jan 1980 |
-5.55%
Oct 1980 - Sep 2000 |
10.23%
67 out of 655 |
Euro Inflation Adjusted | +3.97% |
+10.74%
Feb 1960 - Jan 1980 |
-7.93%
Oct 1980 - Sep 2000 |
25.34%
166 out of 655 |
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To obtain comprehensive information, please consult the WisdomTree Physical Gold EUR Hedged (GBSE) ETF: Historical Returns page.