APOG vs. GDE
APOG (Apogee Enterprises, Inc.) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, APOG returned -4.48%/yr vs 39.54%/yr for GDE. At a 0.35 correlation, their price movements are largely independent.
Performance
APOG vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, APOG achieves a 8.71% return, which is significantly higher than GDE's -1.12% return.
APOG
- 1D
- 0.46%
- 1M
- -2.84%
- 6M
- 13.32%
- YTD
- 8.71%
- 1Y
- -8.74%
- 3Y*
- -4.48%
- 5Y*
- 2.69%
- 10Y*
- 0.03%
GDE
- 1D
- -3.15%
- 1M
- -4.15%
- 6M
- -7.79%
- YTD
- -1.12%
- 1Y
- 32.65%
- 3Y*
- 39.54%
- 5Y*
- —
- 10Y*
- —
APOG vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 8.71% | -47.77% | 35.84% | 22.81% | -6.78% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -1.12% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between APOG and GDE is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.35 |
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Return for Risk
APOG vs. GDE — Risk / Return Rank
APOG
GDE
APOG vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Apogee Enterprises, Inc. (APOG) 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.
| APOG | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.28 | ||
| Sortino ratioReturn per unit of downside risk | -1.50 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 1.45 | -1.75 |
| Martin ratioReturn relative to average drawdown | -0.55 | 3.55 | -4.10 |
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Drawdowns
APOG vs. GDE - Drawdown Comparison
The maximum APOG drawdown since its inception was -84.96%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for APOG and GDE.
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Drawdown Indicators
| APOG | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.96% | -32.01% | -52.95% |
Max Drawdown (1Y)Largest decline over 1 year | -29.12% | -22.66% | -6.46% |
Max Drawdown (3Y)Largest decline over 3 years | -62.46% | -22.66% | -39.80% |
Max Drawdown (5Y)Largest decline over 5 years | -62.46% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -74.60% | — | — |
Current DrawdownCurrent decline from peak | -53.51% | -20.00% | -33.51% |
Average DrawdownAverage peak-to-trough decline | -29.09% | -8.11% | -20.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.98% | 9.22% | +6.76% |
Volatility
APOG vs. GDE - Volatility Comparison
Apogee Enterprises, Inc. (APOG) has a higher volatility of 19.94% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 9.33%. This indicates that APOG'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.
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Volatility by Period
| APOG | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.94% | 9.33% | +10.61% |
Volatility (6M)Calculated over the trailing 6-month period | 30.75% | 26.26% | +4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.43% | 30.73% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.39% | 27.13% | +10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.73% | 27.13% | +15.60% |
Dividends
APOG vs. GDE - Dividend Comparison
APOG's dividend yield for the trailing twelve months is around 2.72%, less than GDE's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 2.72% | 2.86% | 1.40% | 1.80% | 1.98% | 1.66% | 2.37% | 2.15% | 2.11% | 1.22% | 0.93% | 1.01% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.37% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
APOG and GDE have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APOG has higher volatility (19.94%) compared to GDE (9.33%). In terms of maximum drawdown, APOG dropped -84.96% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.07 vs -0.21), 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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