GDE Performance & Benchmarks - 43.9% in 12m
The Total Return for 3m is 12.5%, for 6m 19.5% and YTD 29%. Compare with Peer-Group: Large Blend
Performance Rating
75.24%
#17 in Peer-Group
Rel. Strength
84.70%
#1172 in Stock-Universe
Total Return 12m
43.93%
#1 in Peer-Group
Total Return 5y
103.32%
#42 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 49.54 USD |
| 52 Week Low | 30.82 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 17.20 |
| Buy/Sell Signal +-5 | -1.01 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: GDE (43.9%) vs SPY (16.2%)
5y Drawdown (Underwater) Chart
Top Performer in Large Blend
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| GDE | -2.41% | 1.44% | 12.5% |
| NETZ | 1.45% | 4.95% | 31.5% |
| HCMT | -0.09% | 4.08% | 27.8% |
| YMAG | 1.11% | 4.85% | 21.1% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| GDE | 19.5% | 43.9% | 103% |
| NETZ | 21.4% | 38.2% | 94.3% |
| SPMO | 16.1% | 35.4% | 157% |
| SAMT | 13.6% | 36.8% | 48.0% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.86% | 35.4% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
2.97% | 16.3% | 161% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
2.75% | 16.1% | 159% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.89% | 18.1% | 113% | - | - | - | - | - |
| OMFL BATS Oppenheimer Russell 1000 |
0.74% | 16.2% | 103% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
2.53% | 16.7% | 118% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
2.18% | 17.4% | 114% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
0.67% | 13.6% | 103% | - | - | - | - | - |
Performance Comparison: GDE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for GDE
| Total Return (including Dividends) | GDE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 1.44% | 2.30% | 2.30% |
| 3 Months | 12.54% | 14.32% | 14.32% |
| 12 Months | 43.93% | 16.19% | 16.19% |
| 5 Years | 103.32% | 106.47% | 106.47% |
| Trend Stabilty (consistency of price movement) | GDE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 43.6% | 88.4% | 88.4% |
| 3 Months | 95.1% | 97.4% | 97.4% |
| 12 Months | 94.2% | 49.8% | 49.8% |
| 5 Years | 92.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 36 %th | -0.84% | -0.84% |
| 3 Month | 46 %th | -1.56% | -1.56% |
| 12 Month | 100 %th | 23.88% | 23.88% |
| 5 Years | 100 %th | 34.97% | 34.97% |
FAQs
Does WisdomTree Efficient (GDE) outperform the market?
Yes,
over the last 12 months GDE made 43.93%, while its related Sector, the SPDR SP500 Trust (SPY) made 16.19%.
Over the last 3 months GDE made 12.54%, while SPY made 14.32%.
Performance Comparison GDE vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
GDE vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2% | -0.9% | 13.9% | 28% |
| US NASDAQ 100 | QQQ | -2.4% | -1% | 11.1% | 23% |
| German DAX 40 | DAX | -1.5% | 0.9% | 9.3% | 15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.4% | -1.7% | 10.3% | 24% |
| Hongkong Hang Seng | HSI | -1.6% | -2.8% | -8.7% | 2% |
| India NIFTY 50 | INDA | 0.2% | 6.9% | 16.3% | 52% |
| Brasil Bovespa | EWZ | -0.3% | 9.4% | 12.8% | 42% |
GDE vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | 2.5% | 14% | 17% |
| Consumer Discretionary | XLY | -1.8% | -0.5% | 23.7% | 25% |
| Consumer Staples | XLP | -0.5% | 2.9% | 17.3% | 39% |
| Energy | XLE | -2.2% | -1.4% | 18.4% | 47% |
| Financial | XLF | -1.1% | 1.4% | 17.1% | 22% |
| Health Care | XLV | 1.5% | 4.7% | 29.9% | 55% |
| Industrial | XLI | -1.5% | -1.6% | 9% | 23% |
| Materials | XLB | 1.5% | 1.5% | 19.7% | 47% |
| Real Estate | XLRE | 0.8% | 1.5% | 18% | 40% |
| Technology | XLK | -2.9% | -2.3% | 5.3% | 23% |
| Utilities | XLU | -4% | -3.5% | 8% | 23% |
| Aerospace & Defense | XAR | -1% | -1.2% | -4.1% | -1% |
| Biotech | XBI | -0.3% | -1.9% | 27.1% | 57% |
| Homebuilder | XHB | 1% | -2% | 25.1% | 57% |
| Retail | XRT | 1.4% | -0.4% | 21.2% | 43% |
GDE vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -7% | -7.42% | 17.5% | 42% |
| Natural Gas | UNG | -0.5% | 12.5% | 35.6% | 44% |
| Gold | GLD | -0.1% | 2.1% | 2.4% | 10% |
| Silver | SLV | 3.7% | -0.1% | 2.7% | 18% |
| Copper | CPER | 21.7% | 14.7% | 17.3% | 39% |
GDE vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -3.6% | 2.6% | 18.3% | 48% |
| iShares High Yield Corp. Bond | HYG | -2.3% | 1.3% | 15.8% | 35% |