AMTM vs. GDE
AMTM (Amentum Holdings Inc) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past year, AMTM returned -8.57% vs 34.32% for GDE. At a 0.31 correlation, their price movements are largely independent.
Performance
AMTM vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, AMTM achieves a -29.72% return, which is significantly lower than GDE's -3.38% return.
AMTM
- 1D
- -2.77%
- 1M
- -12.27%
- YTD
- -29.72%
- 6M
- -31.86%
- 1Y
- -8.57%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- -2.89%
- 1M
- -12.63%
- YTD
- -3.38%
- 6M
- -7.83%
- 1Y
- 34.32%
- 3Y*
- 39.47%
- 5Y*
- —
- 10Y*
- —
AMTM vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AMTM Amentum Holdings Inc | -29.72% | 37.90% | -34.28% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -3.38% | 73.76% | 2.46% |
Correlation
The correlation between AMTM and GDE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Sep 24, 2024 | 0.31 |
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Return for Risk
AMTM vs. GDE — Risk / Return Rank
AMTM
GDE
AMTM vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amentum Holdings Inc (AMTM) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMTM | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.33 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.22 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 1.52 | -1.71 |
| Martin ratioReturn relative to average drawdown | -0.43 | 4.18 | -4.60 |
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Drawdowns
AMTM vs. GDE - Drawdown Comparison
The maximum AMTM drawdown since its inception was -50.81%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for AMTM and GDE.
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Drawdown Indicators
| AMTM | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.81% | -32.01% | -18.80% |
Max Drawdown (1Y)Largest decline over 1 year | -45.70% | -22.66% | -23.04% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -45.70% | -21.82% | -23.88% |
Average DrawdownAverage peak-to-trough decline | -27.83% | -7.99% | -19.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.19% | 8.23% | +11.96% |
Volatility
AMTM vs. GDE - Volatility Comparison
The current volatility for Amentum Holdings Inc (AMTM) is 9.58%, while WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) has a volatility of 11.66%. This indicates that AMTM experiences smaller price fluctuations and is considered to be less risky than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMTM | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.58% | 11.66% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 28.39% | 26.64% | +1.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 44.20% | 30.45% | +13.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 58.18% | 27.18% | +31.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 58.18% | 27.18% | +31.00% |
Dividends
AMTM vs. GDE - Dividend Comparison
AMTM has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AMTM Amentum Holdings Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.47% | 4.32% | 7.14% | 2.22% | 0.81% |
Frequently Asked Questions
AMTM and GDE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GDE has higher volatility (11.66%) compared to AMTM (9.58%). In terms of maximum drawdown, AMTM dropped -50.81% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.13 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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