(GDE) WisdomTree Efficient - Performance 46% in 12m
Compare GDE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.95%
#76 in Group
Rel. Strength
88.56%
#914 in Universe
Total Return 12m
45.95%
#2 in Group
Total Return 5y
80.67%
#105 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: GDE (46%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
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 | 3.56% | -0.87% | -0.87% |
| 3 Months | 6.20% | -7.58% | -7.58% |
| 12 Months | 45.95% | 11.88% | 11.88% |
| 5 Years | 80.67% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | GDE | SPY | S&P 500 |
| 1 Month | 75.7% | 23% | 23% |
| 3 Months | 6.90% | -88.5% | -88.5% |
| 12 Months | 93.4% | 55.1% | 55.1% |
| 5 Years | 90.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 4.46% | 4.46% |
| 3 Month | #3 | 14.9% | 14.9% |
| 12 Month | #2 | 30.5% | 30.5% |
| 5 Years | #1 | 37.1% | 37.1% |
FAQs
Does GDE WisdomTree Efficient outperforms the market?
Yes,
over the last 12 months GDE made 45.95%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months GDE made 6.20%, while SPY made -7.58%.
Over the last 3 months GDE made 6.20%, while SPY made -7.58%.
Performance Comparison GDE vs Indeces and Sectors
GDE vs. Indices GDE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.86% | 4.43% | 15.7% | 34.1% |
| US NASDAQ 100 | QQQ | -1.89% | 2.16% | 15.3% | 33.3% |
| US Dow Jones Industrial 30 | DIA | 0.08% | 6.74% | 15.8% | 36.8% |
| German DAX 40 | DAX | 0.37% | 2.24% | -3.80% | 21.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.10% | 6.38% | 18.7% | 40.0% |
| Hongkong Hang Seng | HSI | 0.13% | 3.50% | 13.8% | 32.1% |
| India NIFTY 50 | INDA | 1.98% | -0.50% | 15.4% | 42.9% |
| Brasil Bovespa | EWZ | -0.06% | -1.04% | 12.0% | 51.8% |
GDE vs. Sectors GDE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.11% | 4.61% | 9.59% | 22.0% |
| Consumer Discretionary | XLY | -0.94% | 3.66% | 13.2% | 32.6% |
| Consumer Staples | XLP | 2.64% | 3.36% | 10.4% | 34.8% |
| Energy | XLE | 3.62% | 17.4% | 21.5% | 57.0% |
| Financial | XLF | 0.53% | 5.67% | 8.12% | 23.3% |
| Health Care | XLV | -0.78% | 7.35% | 17.4% | 44.2% |
| Industrial | XLI | -1.28% | 3.45% | 15.0% | 36.4% |
| Materials | XLB | -0.25% | 5.99% | 23.1% | 49.5% |
| Real Estate | XLRE | 0.66% | 4.87% | 16.6% | 27.9% |
| Technology | XLK | -3.31% | 1.87% | 19.1% | 38.2% |
| Utilities | XLU | 1.98% | 3.50% | 13.6% | 24.1% |
| Aerospace & Defense | XAR | -1.81% | -2.83% | 2.19% | 19.4% |
| Biotech | XBI | -2.16% | 1.28% | 28.4% | 47.8% |
| Homebuilder | XHB | -0.17% | 5.83% | 30.5% | 53.0% |
| Retail | XRT | 0.71% | 4.12% | 21.3% | 48.7% |