4RT8 vs. 4RT6 - ETF Comparison
4RT8 - WisdomTree Gold 2x Daily Leveraged
The WisdomTree Gold 2x Daily Leveraged ETF tracks the two times leveraged performance of gold futures contracts, providing investors with a daily leveraged exposure to the precious metal. The fund has an expense ratio of 0.98% and is domiciled in Jersey.
4RT6 - WisdomTree WTI Crude Oil 2x Daily Leveraged
The WisdomTree WTI Crude Oil 2x Daily Leveraged ETF tracks the Bloomberg WTI Crude Oil SL Leverage (2x) index, providing investors with a leveraged exposure to the price of WTI Crude Oil futures contracts. The fund aims to deliver two times the daily performance of the underlying index, making it a high-risk, high-reward investment option.
| 4RT8 | 4RT6 | |
|---|---|---|
| Fund Name | WisdomTree Gold 2x Daily Leveraged | WisdomTree WTI Crude Oil 2x Daily Leveraged |
| Fund Provider | WisdomTree | WisdomTree |
| Index | Gold Future Leverage (2x) | Bloomberg WTI Crude Oil SL Leverage (2x) |
| Asset Class | Commodity | Commodity |
| Listing | EU-listed | EU-listed |
| Expense Ratio | 0.98% | 0.98% |
| Inception Date | 2008-03-11 | 2008-03-11 |
| Currency | USD | USD |
| Distribution Policy | Accumulating | Accumulating |
| Sector | Materials | Energy |
| Sector Detail | Precious Metals | Crude Oil |
| Leveraged | Leveraged | Leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.