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CRS vs. GDMN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CRS vs. GDMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carpenter Technology Corporation (CRS) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CRS achieves a 86.47% return, which is significantly higher than GDMN's -11.31% return.


CRS

1D
1.91%
1M
35.09%
YTD
86.47%
6M
79.45%
1Y
131.77%
3Y*
125.83%
5Y*
72.99%
10Y*
34.84%

GDMN

1D
-2.56%
1M
-10.55%
YTD
-11.31%
6M
-13.58%
1Y
65.62%
3Y*
56.96%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRS vs. GDMN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CRS
Carpenter Technology Corporation
86.47%86.23%141.72%94.48%29.50%-2.31%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
-11.31%237.09%28.23%12.97%-14.62%6.93%

Correlation

The correlation between CRS and GDMN is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.20

Correlation (3Y)
Calculated over the trailing 3-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Dec 16, 2021

0.20

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Return for Risk

CRS vs. GDMN — Risk / Return Rank

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

CRS
CRS Risk / Return Rank: 9494
Overall Rank
CRS Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CRS Sortino Ratio Rank: 9393
Sortino Ratio Rank
CRS Omega Ratio Rank: 9292
Omega Ratio Rank
CRS Calmar Ratio Rank: 9696
Calmar Ratio Rank
CRS Martin Ratio Rank: 9494
Martin Ratio Rank

GDMN
GDMN Risk / Return Rank: 2929
Overall Rank
GDMN Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
GDMN Sortino Ratio Rank: 2828
Sortino Ratio Rank
GDMN Omega Ratio Rank: 3333
Omega Ratio Rank
GDMN Calmar Ratio Rank: 2828
Calmar Ratio Rank
GDMN Martin Ratio Rank: 2626
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.

CRS vs. GDMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) and WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN). 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.


CRSGDMNDifference
Sharpe ratioReturn per unit of total volatility

+1.80

Sortino ratioReturn per unit of downside risk

+2.04

Omega ratioGain probability vs. loss probability

1.45

1.21

+0.24

Calmar ratioReturn relative to maximum drawdown

7.08

1.31

+5.78

Martin ratioReturn relative to average drawdown

16.67

3.42

+13.25

CRS vs. GDMN - Sharpe Ratio Comparison

The current CRS Sharpe Ratio is 2.80, which is higher than the GDMN Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of CRS and GDMN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CRS vs. GDMN - Drawdown Comparison

The maximum CRS drawdown since its inception was -84.68%, which is greater than GDMN's maximum drawdown of -52.82%. Use the drawdown chart below to compare losses from any high point for CRS and GDMN.


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Drawdown Indicators


CRSGDMNDifference

Max Drawdown

Largest peak-to-trough decline

-84.68%

-52.82%

-31.86%

Max Drawdown (1Y)

Largest decline over 1 year

-19.08%

-48.76%

+29.68%

Max Drawdown (3Y)

Largest decline over 3 years

-28.74%

-48.76%

+20.02%

Max Drawdown (5Y)

Largest decline over 5 years

-41.86%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

Current Drawdown

Current decline from peak

0.00%

-41.78%

+41.78%

Average Drawdown

Average peak-to-trough decline

-27.22%

-19.09%

-8.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.09%

18.58%

-10.49%

Volatility

CRS vs. GDMN - Volatility Comparison

The current volatility for Carpenter Technology Corporation (CRS) is 10.47%, while WisdomTree Efficient Gold Plus Gold Miners Strategy Fund (GDMN) has a volatility of 22.11%. This indicates that CRS experiences smaller price fluctuations and is considered to be less risky than GDMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRSGDMNDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.47%

22.11%

-11.64%

Volatility (6M)

Calculated over the trailing 6-month period

33.61%

54.94%

-21.33%

Volatility (1Y)

Calculated over the trailing 1-year period

48.34%

63.83%

-15.49%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.61%

48.18%

-1.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.89%

48.18%

+0.71%

Dividends

CRS vs. GDMN - Dividend Comparison

CRS's dividend yield for the trailing twelve months is around 0.14%, less than GDMN's 3.05% yield.


PositionTTM20252024202320222021202020192018201720162015
CRS
Carpenter Technology Corporation
0.14%0.25%0.47%1.13%2.17%2.74%2.75%1.61%2.13%1.41%1.99%2.38%
GDMN
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
3.05%2.70%9.44%7.69%1.44%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


CRS and GDMN have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

GDMN has higher volatility (22.11%) compared to CRS (10.47%). In terms of maximum drawdown, CRS dropped -84.68% vs GDMN's -52.82%.

CRS currently has the higher Sharpe Ratio (2.80 vs 1.00), 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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