ASR vs. GDE
ASR (Grupo Aeroportuario del Sureste, S. A. B. de C. V.) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, ASR returned 6.02%/yr vs 39.54%/yr for GDE. At a 0.33 correlation, their price movements are largely independent.
Performance
ASR vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, ASR achieves a -12.20% return, which is significantly lower than GDE's -1.12% return.
ASR
- 1D
- -2.27%
- 1M
- -2.94%
- 6M
- -12.06%
- YTD
- -12.20%
- 1Y
- -3.08%
- 3Y*
- 6.02%
- 5Y*
- 15.10%
- 10Y*
- 9.69%
GDE
- 1D
- -3.15%
- 1M
- -4.15%
- 6M
- -7.79%
- YTD
- -1.12%
- 1Y
- 32.65%
- 3Y*
- 39.54%
- 5Y*
- —
- 10Y*
- —
ASR vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ASR Grupo Aeroportuario del Sureste, S. A. B. de C. V. | -12.20% | 42.19% | -9.20% | 32.09% | 21.63% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -1.12% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between ASR and GDE is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
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 | 0.33 |
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Return for Risk
ASR vs. GDE — Risk / Return Rank
ASR
GDE
ASR vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) 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.
| ASR | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.44 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.21 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.45 | -1.57 |
| Martin ratioReturn relative to average drawdown | -0.27 | 3.55 | -3.82 |
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Drawdowns
ASR vs. GDE - Drawdown Comparison
The maximum ASR drawdown since its inception was -61.33%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for ASR and GDE.
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Drawdown Indicators
| ASR | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -32.01% | -29.32% |
Max Drawdown (1Y)Largest decline over 1 year | -26.13% | -22.66% | -3.47% |
Max Drawdown (3Y)Largest decline over 3 years | -31.96% | -22.66% | -9.30% |
Max Drawdown (5Y)Largest decline over 5 years | -35.28% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -61.33% | — | — |
Current DrawdownCurrent decline from peak | -25.51% | -20.00% | -5.51% |
Average DrawdownAverage peak-to-trough decline | -14.46% | -8.11% | -6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.59% | 9.22% | +2.37% |
Volatility
ASR vs. GDE - Volatility Comparison
Grupo Aeroportuario del Sureste, S. A. B. de C. V. (ASR) has a higher volatility of 10.89% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 9.33%. This indicates that ASR'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
| ASR | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.89% | 9.33% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 22.99% | 26.26% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.23% | 30.73% | -3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.62% | 27.13% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.86% | 27.13% | +7.73% |
Dividends
ASR vs. GDE - Dividend Comparison
ASR's dividend yield for the trailing twelve months is around 7.88%, more than GDE's 4.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASR Grupo Aeroportuario del Sureste, S. A. B. de C. V. | 7.88% | 12.61% | 4.68% | 3.86% | 3.18% | 2.00% | 0.00% | 2.80% | 2.29% | 0.05% | 0.05% | 0.52% |
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
ASR and GDE have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ASR has higher volatility (10.89%) compared to GDE (9.33%). In terms of maximum drawdown, ASR dropped -61.33% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.07 vs -0.11), 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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