COAGX vs. WTLS

Last updated Apr 3, 2026

Compare and contrast key facts about Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX) and WisdomTree Efficient Long/Short US Equity Fund (WTLS).

COAGX is managed by Caldwell & Orkin. It was launched on Aug 23, 1992. WTLS is an actively managed fund by WisdomTree. It was launched on Jan 20, 2026.

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.

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	-0.94%

Returns By Period

COAGX

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

WTLS

• 1D: 1.45%
• 1M: -3.03%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

COAGX vs. WTLS - Expense Ratio Comparison

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

COAGX

Caldwell & Orkin - Gator Capital Long/Short Fund

WTLS

WisdomTree Efficient Long/Short US Equity Fund

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	—	-0.24	—

Correlation

The correlation between COAGX and WTLS is -0.23. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

COAGX vs. WTLS - Dividend Comparison

Neither COAGX nor WTLS has paid dividends to shareholders.

	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%

Drawdowns

Drawdown Indicators

	COAGX	WTLS	Difference
Max Drawdown Largest peak-to-trough decline	—	-8.94%	—
Current Drawdown Current decline from peak	—	-4.65%	—
Average Drawdown Average peak-to-trough decline	—	-2.87%	—

Volatility

Volatility by Period

	COAGX	WTLS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	19.96%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	19.96%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.96%	—