COAGX vs. WTLS

Last updated Jun 5, 2026

COAGX (Caldwell & Orkin - Gator Capital Long/Short Fund) and WTLS (WisdomTree Efficient Long/Short US Equity Fund) are both Long-Short funds. At a correlation of -0.18, they often move in opposite directions. COAGX charges 2.00%/yr vs 0.88%/yr for WTLS.

Performance

COAGX vs. WTLS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

COAGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

WTLS

• 1D: 0.20%
• 1M: 7.71%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

COAGX vs. WTLS - Yearly Performance Comparison

	2026 (YTD)
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	-0.86%
WTLS WisdomTree Efficient Long/Short US Equity Fund	20.68%

Correlation

The correlation between COAGX and WTLS is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jan 23, 2026	-0.18

Return for Risk

COAGX vs. WTLS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS). 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.

Sharpe Ratios by Period

	COAGX	WTLS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	—	3.69	—

Drawdowns

Drawdown Indicators

	COAGX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	-0.85%	—
Average Drawdown Average peak-to-trough decline	—	-1.77%	—

Volatility

Volatility by Period

	COAGX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	18.37%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.37%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.37%	—

COAGX vs. WTLS - Expense Ratio Comparison

COAGX has a 2.00% expense ratio, which is higher than WTLS's 0.88% expense ratio.

Dividends

COAGX vs. WTLS - Dividend Comparison

Neither COAGX nor WTLS has paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both COAGX and WTLS in my portfolio?

COAGX and WTLS have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.