ANGPY vs. GDE

Last updated Jun 5, 2026

ANGPY (Anglo American Platinum ADR) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, ANGPY returned 16.46%/yr vs 47.08%/yr for GDE. At a 0.49 correlation, their price movements are largely independent.

Performance

ANGPY vs. GDE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Anglo American Platinum ADR (ANGPY) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ANGPY achieves a -2.97% return, which is significantly lower than GDE's 11.25% return.

ANGPY

• 1D: 0.75%
• 1M: -3.47%
• YTD: -2.97%
• 6M: 14.73%
• 1Y: 116.80%
• 3Y*: 16.46%
• 5Y*: -2.29%
• 10Y*: 17.64%

GDE

• 1D: 1.33%
• 1M: 2.08%
• YTD: 11.25%
• 6M: 13.51%
• 1Y: 54.50%
• 3Y*: 47.08%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ANGPY vs. GDE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
ANGPY Anglo American Platinum ADR	-2.97%	202.15%	-40.10%	-34.38%	-40.22%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	11.25%	73.76%	44.79%	33.85%	-18.67%

Correlation

The correlation between ANGPY and GDE is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.61
Correlation (3Y) Calculated over the trailing 3-year period	0.48
Correlation (All Time) Calculated using the full available price history since Mar 18, 2022	0.49

The correlation between ANGPY and GDE shifts across timeframes, from 0.48 (3 years) to 0.61 (1 year), reflecting how their relationship changes across market environments.

Return for Risk

ANGPY vs. GDE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANGPY

ANGPY Risk / Return Rank: 81
ANGPY Sharpe Ratio Rank: 85
ANGPY Sortino Ratio Rank: 78
ANGPY Omega Ratio Rank: 76
ANGPY Calmar Ratio Rank: 84
ANGPY Martin Ratio Rank: 82

GDE

GDE Risk / Return Rank: 52
GDE Sharpe Ratio Rank: 58
GDE Sortino Ratio Rank: 49
GDE Omega Ratio Rank: 58
GDE Calmar Ratio Rank: 50
GDE Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ANGPY vs. GDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Anglo American Platinum ADR (ANGPY) 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.

	ANGPY	GDE	Difference
Sharpe ratio: Return per unit of total volatility	1.72	1.93	-0.21
Sortino ratio: Return per unit of downside risk	2.14	2.36	-0.22
Omega ratio: Gain probability vs. loss probability	1.27	1.35	-0.07
Calmar ratio: Return relative to maximum drawdown	3.33	2.42	+0.91
Martin ratio: Return relative to average drawdown	7.55	7.50	+0.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ANGPY vs. GDE - Sharpe Ratio Comparison

The current ANGPY Sharpe Ratio is 1.72, which is comparable to the GDE Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of ANGPY and GDE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ANGPY	GDE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.72	1.93	-0.21
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.04	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.31	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.35	1.17	-0.82

Drawdowns

ANGPY vs. GDE - Drawdown Comparison

The maximum ANGPY drawdown since its inception was -78.47%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for ANGPY and GDE.

Drawdown Indicators

	ANGPY	GDE	Difference
Max Drawdown Largest peak-to-trough decline	-78.47%	-32.01%	-46.46%
Max Drawdown (1Y) Largest decline over 1 year	-35.30%	-22.66%	-12.64%
Max Drawdown (3Y) Largest decline over 3 years	-47.76%	-22.66%	-25.10%
Max Drawdown (5Y) Largest decline over 5 years	-78.47%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-78.47%	—	—
Current Drawdown Current decline from peak	-35.48%	-9.99%	-25.49%
Average Drawdown Average peak-to-trough decline	-35.15%	-7.89%	-27.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	15.52%	7.29%	+8.23%

Volatility

ANGPY vs. GDE - Volatility Comparison

Anglo American Platinum ADR (ANGPY) has a higher volatility of 18.68% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 6.68%. This indicates that ANGPY's price experiences larger fluctuations and is considered to be riskier than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ANGPY	GDE	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.68%	6.68%	+12.00%
Volatility (6M) Calculated over the trailing 6-month period	52.83%	24.27%	+28.56%
Volatility (1Y) Calculated over the trailing 1-year period	68.24%	28.41%	+39.83%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	58.30%	26.12%	+32.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	56.89%	26.12%	+30.77%

Dividends

ANGPY vs. GDE - Dividend Comparison

ANGPY's dividend yield for the trailing twelve months is around 3.32%, less than GDE's 3.88% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
ANGPY Anglo American Platinum ADR	3.32%	3.87%	3.40%	4.85%	15.62%	10.20%	2.91%	0.99%	1.11%
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	3.88%	4.32%	7.14%	2.22%	0.81%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ANGPY and GDE in my portfolio?

ANGPY and GDE have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ANGPY or GDE?

ANGPY has higher volatility (18.68%) compared to GDE (6.68%). In terms of maximum drawdown, ANGPY dropped -78.47% vs GDE's -32.01%.

Which has better risk-adjusted returns?

GDE currently has the higher Sharpe Ratio (1.93 vs 1.72), 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.