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 -5.14%/yr vs 38.84%/yr for GDE. Their 0.35 correlation means their historical movements had little consistent relationship.
Performance
APOG vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, APOG achieves a 11.15% return, which is significantly higher than GDE's -0.84% return.
APOG
- 1D
- -0.65%
- 1M
- -1.71%
- 6M
- 9.00%
- YTD
- 11.15%
- 1Y
- 0.86%
- 3Y*
- -5.14%
- 5Y*
- 2.18%
- 10Y*
- 0.51%
- ALL TIME*
- 11.59%
GDE
- 1D
- -0.71%
- 1M
- -1.55%
- 6M
- -11.26%
- YTD
- -0.84%
- 1Y
- 33.38%
- 3Y*
- 38.84%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.90M | $8.74M | $10.15M | |
| $4.75M | $8.80M | $9.79M |
APOG vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 11.15% | -47.77% | 35.84% | 22.81% | -6.78% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -0.84% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between APOG and GDE is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.30 |
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 | -1.16 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.21 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.10 | 1.49 | -1.59 |
| Martin ratioReturn relative to average drawdown | -0.18 | 3.27 | -3.45 |
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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 | -52.47% | -19.77% | -32.70% |
Average DrawdownAverage peak-to-trough decline | -29.12% | -8.25% | -20.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.46% | 10.30% | +6.16% |
Volatility
APOG vs. GDE - Volatility Comparison
Apogee Enterprises, Inc. (APOG) has a higher volatility of 12.48% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 7.99%. 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 | 12.48% | 7.99% | +4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 30.82% | 26.11% | +4.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.94% | 31.06% | +10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.44% | 27.12% | +10.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.78% | 27.12% | +15.66% |
Dividends
APOG vs. GDE - Dividend Comparison
APOG's dividend yield for the trailing twelve months is around 2.70%, less than GDE's 4.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APOG Apogee Enterprises, Inc. | 2.70% | 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 | 4.36% | 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 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
APOG has higher volatility (12.48%) compared to GDE (7.99%). In terms of maximum drawdown, APOG dropped -84.96% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.09 vs -0.07), 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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