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GDT vs. TACK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GDT vs. TACK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient TIPS Plus Gold Fund (GDT) and Fairlead Tactical Sector Fund (TACK). The values are adjusted to include any dividend payments, if applicable.

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GDT vs. TACK - Yearly Performance Comparison


Returns By Period


GDT

1D
3.36%
1M
-10.31%
YTD
6M
1Y
3Y*
5Y*
10Y*

TACK

1D
1.80%
1M
-4.15%
YTD
1.74%
6M
1.90%
1Y
13.24%
3Y*
9.26%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GDT vs. TACK - Expense Ratio Comparison

GDT has a 0.30% expense ratio, which is lower than TACK's 0.76% expense ratio.


Return for Risk

GDT vs. TACK — Risk / Return Rank

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

GDT

TACK
TACK Risk / Return Rank: 6060
Overall Rank
TACK Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
TACK Sortino Ratio Rank: 5959
Sortino Ratio Rank
TACK Omega Ratio Rank: 5656
Omega Ratio Rank
TACK Calmar Ratio Rank: 5959
Calmar Ratio Rank
TACK Martin Ratio Rank: 7070
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.

GDT vs. TACK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient TIPS Plus Gold Fund (GDT) and Fairlead Tactical Sector Fund (TACK). 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.

GDT vs. TACK - Sharpe Ratio Comparison


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Sharpe Ratios by Period


GDTTACKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.01

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.45

0.57

-1.02

Correlation

The correlation between GDT and TACK is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

GDT vs. TACK - Dividend Comparison

GDT's dividend yield for the trailing twelve months is around 0.09%, less than TACK's 1.25% yield.


TTM2025202420232022
GDT
WisdomTree Efficient TIPS Plus Gold Fund
0.09%0.00%0.00%0.00%0.00%
TACK
Fairlead Tactical Sector Fund
1.25%1.18%1.26%1.29%0.89%

Drawdowns

GDT vs. TACK - Drawdown Comparison

The maximum GDT drawdown since its inception was -18.06%, which is greater than TACK's maximum drawdown of -14.49%. Use the drawdown chart below to compare losses from any high point for GDT and TACK.


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Drawdown Indicators


GDTTACKDifference

Max Drawdown

Largest peak-to-trough decline

-18.06%

-14.49%

-3.57%

Max Drawdown (1Y)

Largest decline over 1 year

-9.74%

Current Drawdown

Current decline from peak

-12.30%

-4.15%

-8.15%

Average Drawdown

Average peak-to-trough decline

-7.30%

-4.31%

-2.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.02%

Volatility

GDT vs. TACK - Volatility Comparison


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Volatility by Period


GDTTACKDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.13%

Volatility (6M)

Calculated over the trailing 6-month period

7.47%

Volatility (1Y)

Calculated over the trailing 1-year period

43.16%

13.25%

+29.91%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.16%

11.33%

+31.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

43.16%

11.33%

+31.83%