(GDE) WisdomTree Efficient - Performance 40.7% in 12m
Compare GDE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.17%
#80 in Group
Rel. Strength
89.36%
#851 in Universe
Total Return 12m
40.74%
#2 in Group
Total Return 5y
75.31%
#100 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 (40.7%) vs SPY (4.1%)
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 |
-8.62% | 14.2% | 134% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-6.82% | 7.89% | 111% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-3.75% | 11.4% | 91.2% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-7.73% | 3.09% | 110% | - | - | - | - | - |
| PTLC BATS Pacer Trendpilot US Large |
-5.79% | 7.5% | 89.4% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-7.59% | 5.61% | 104% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-9.88% | 0.7% | 107% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
-8.5% | 7.94% | 101% | - | - | - | - | - |
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 | 2.65% | -8.88% | -8.88% |
| 3 Months | 5.10% | -14.53% | -14.53% |
| 12 Months | 40.74% | 4.14% | 4.14% |
| 5 Years | 75.31% | 98.04% | 98.04% |
| Trend Score (consistency of price movement) | GDE | SPY | S&P 500 |
| 1 Month | 2.70% | -74.2% | -74.2% |
| 3 Months | -6.80% | -89.4% | -89.4% |
| 12 Months | 93.4% | 64% | 64% |
| 5 Years | 90.5% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 12.7% | 12.7% |
| 3 Month | #3 | 23.0% | 23.0% |
| 12 Month | #2 | 35.1% | 35.1% |
| 5 Years | #2 | 43.6% | 43.6% |
FAQs
Does GDE WisdomTree Efficient outperforms the market?
Yes,
over the last 12 months GDE made 40.74%, while its related Sector, the SPDR SP500 Trust (SPY) made 4.14%.
Over the last 3 months GDE made 5.10%, while SPY made -14.53%.
Over the last 3 months GDE made 5.10%, while SPY made -14.53%.
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 | 6.31% | 11.5% | 19.5% | 36.6% |
| US NASDAQ 100 | QQQ | 6.96% | 12.4% | 20.4% | 36.7% |
| US Dow Jones Industrial 30 | DIA | 7.45% | 11.7% | 18.5% | 39.3% |
| German DAX 40 | DAX | 0.51% | 10.0% | -0.64% | 22.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.16% | 6.21% | 13.7% | 32.9% |
| Hongkong Hang Seng | HSI | 1.51% | 10.8% | 14.7% | 26.8% |
| India NIFTY 50 | INDA | -2.23% | -0.32% | 13.1% | 37.9% |
| Brasil Bovespa | EWZ | 0.87% | 7.81% | 14.5% | 52.9% |
GDE vs. Sectors GDE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.66% | 12.0% | 10.5% | 28.7% |
| Consumer Discretionary | XLY | 6.79% | 11.0% | 16.5% | 34.0% |
| Consumer Staples | XLP | 2.40% | -0.11% | 7.39% | 30.0% |
| Energy | XLE | 1.38% | 16.2% | 18.6% | 55.0% |
| Financial | XLF | 4.81% | 10.0% | 10.7% | 27.3% |
| Health Care | XLV | 5.94% | 11.9% | 19.8% | 44.2% |
| Industrial | XLI | 5.17% | 9.75% | 19.1% | 38.3% |
| Materials | XLB | 4.02% | 9.52% | 25.2% | 49.7% |
| Real Estate | XLRE | 2.06% | 6.62% | 16.2% | 27.4% |
| Technology | XLK | 7.77% | 14.7% | 26.9% | 43.4% |
| Utilities | XLU | 3.90% | 5.55% | 13.7% | 22.2% |
| Aerospace & Defense | XAR | 4.58% | 5.80% | 10.7% | 20.2% |
| Biotech | XBI | 2.98% | 16.0% | 31.2% | 50.4% |
| Homebuilder | XHB | 4.90% | 11.2% | 34.7% | 52.1% |
| Retail | XRT | 3.31% | 7.35% | 22.2% | 47.4% |