(GDE) WisdomTree Efficient - Performance 38.9% in 12m
Compare GDE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.16%
#110 in Group
Rel. Strength
87.83%
#935 in Universe
Total Return 12m
38.91%
#1 in Group
Total Return 5y
74.65%
#117 in Group
12m Total Return: GDE (38.9%) vs SPY (8.8%)
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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
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 | 3.41% | -3.62% | -3.62% |
| 3 Months | 10.68% | -3.76% | -3.76% |
| 12 Months | 38.91% | 8.80% | 8.80% |
| 5 Years | 74.65% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | GDE | SPY | S&P 500 |
| 1 Month | 81.7% | -17.5% | -17.5% |
| 3 Months | 48.8% | -55.3% | -55.3% |
| 12 Months | 95.8% | 84.8% | 84.8% |
| 5 Years | 90.1% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #2 | 7.30% | 7.30% |
| 3 Month | #2 | 15.0% | 15.0% |
| 12 Month | #2 | 27.7% | 27.7% |
| 5 Years | #2 | 31.0% | 31.0% |
FAQs
Does GDE WisdomTree Efficient outperforms the market?
Yes,
over the last 12 months GDE made 38.91%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months GDE made 10.68%, while SPY made -3.76%.
Over the last 3 months GDE made 10.68%, while SPY made -3.76%.
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 | 2.84% | 7.03% | 13.5% | 30.1% |
| US NASDAQ 100 | QQQ | 4.53% | 8.17% | 14.2% | 32.0% |
| US Dow Jones Industrial 30 | DIA | 1.78% | 6.12% | 12.4% | 31.1% |
| German DAX 40 | DAX | 2.92% | 6.22% | -4.32% | 16.5% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.85% | 3.14% | 21.7% | 29.8% |
| Hongkong Hang Seng | HSI | 0.04% | 0.93% | 17.9% | 20.7% |
| India NIFTY 50 | INDA | 2.22% | -3.39% | 24.4% | 39.1% |
| Brasil Bovespa | EWZ | 1.38% | -4.88% | 20.1% | 50.2% |
GDE vs. Sectors GDE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.75% | 7.55% | 5.48% | 20.3% |
| Consumer Discretionary | XLY | 3.43% | 9.03% | 12.3% | 28.6% |
| Consumer Staples | XLP | -3.63% | 4.96% | 12.6% | 28.1% |
| Energy | XLE | -0.51% | -4.46% | 6.37% | 36.8% |
| Financial | XLF | 1.67% | 6.91% | 1.52% | 18.3% |
| Health Care | XLV | 1.65% | 7.21% | 18.4% | 39.5% |
| Industrial | XLI | 2.31% | 5.03% | 14.7% | 31.9% |
| Materials | XLB | 0.57% | 3.72% | 22.1% | 44.0% |
| Real Estate | XLRE | -1.04% | 6.56% | 16.8% | 27.3% |
| Technology | XLK | 5.06% | 8.13% | 18.0% | 38.6% |
| Utilities | XLU | -2.45% | 3.06% | 14.2% | 14.1% |
| Aerospace & Defense | XAR | 5.18% | 3.72% | 10.4% | 21.7% |
| Biotech | XBI | 10.6% | 12.1% | 33.0% | 55.5% |
| Homebuilder | XHB | 2.74% | 4.90% | 34.2% | 50.0% |
| Retail | XRT | 1.26% | 6.06% | 20.2% | 48.4% |