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CHA vs. GDE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CHA vs. GDE - Performance Comparison

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

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CHA vs. GDE - Yearly Performance Comparison


Returns By Period

In the year-to-date period, CHA achieves a -19.95% return, which is significantly lower than GDE's 2.08% return.


CHA

1D
-3.12%
1M
-14.82%
YTD
-19.95%
6M
-39.96%
1Y
3Y*
5Y*
10Y*

GDE

1D
5.90%
1M
-13.55%
YTD
2.08%
6M
14.59%
1Y
60.26%
3Y*
44.20%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

CHA vs. GDE — Risk / Return Rank

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

CHA

GDE
GDE Risk / Return Rank: 8989
Overall Rank
GDE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
GDE Sortino Ratio Rank: 8989
Sortino Ratio Rank
GDE Omega Ratio Rank: 8989
Omega Ratio Rank
GDE Calmar Ratio Rank: 8989
Calmar Ratio Rank
GDE Martin Ratio Rank: 9090
Martin Ratio Rank
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.

CHA vs. GDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Chagee Holdings Ltd (CHA) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CHA vs. GDE - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CHAGDEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.88

Sharpe Ratio (All Time)

Calculated using the full available price history

-1.31

1.11

-2.42

Correlation

The correlation between CHA and GDE is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

CHA vs. GDE - Dividend Comparison

CHA's dividend yield for the trailing twelve months is around 9.88%, more than GDE's 4.23% yield.


TTM2025202420232022
CHA
Chagee Holdings Ltd
9.88%7.91%0.00%0.00%0.00%
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
4.23%4.32%7.14%2.22%0.81%

Drawdowns

CHA vs. GDE - Drawdown Comparison

The maximum CHA drawdown since its inception was -72.16%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for CHA and GDE.


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Drawdown Indicators


CHAGDEDifference

Max Drawdown

Largest peak-to-trough decline

-72.16%

-32.01%

-40.15%

Max Drawdown (1Y)

Largest decline over 1 year

-22.66%

Current Drawdown

Current decline from peak

-72.16%

-17.41%

-54.75%

Average Drawdown

Average peak-to-trough decline

-45.84%

-7.74%

-38.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.75%

Volatility

CHA vs. GDE - Volatility Comparison


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Volatility by Period


CHAGDEDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.84%

Volatility (6M)

Calculated over the trailing 6-month period

25.23%

Volatility (1Y)

Calculated over the trailing 1-year period

54.68%

32.26%

+22.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.68%

26.19%

+28.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.68%

26.19%

+28.49%