GOFIX vs. DES

In the year-to-date period, GOFIX achieves a -7.43% return, which is significantly higher than DES's -8.25% return. Over the past 10 years, GOFIX has underperformed DES with an annualized return of 4.69%, while DES has yielded a comparatively higher 5.98% annualized return.

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GOFIX has a 0.72% expense ratio, which is higher than DES's 0.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for GMO Resources Fund (GOFIX) and WisdomTree U.S. SmallCap Dividend Fund (DES). 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.

The current GOFIX Sharpe Ratio is -0.85, which is lower than the DES Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of GOFIX and DES, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GOFIX's dividend yield for the trailing twelve months is around 3.68%, more than DES's 2.94% yield.

The maximum GOFIX drawdown since its inception was -56.22%, smaller than the maximum DES drawdown of -65.49%. Use the drawdown chart below to compare losses from any high point for GOFIX and DES.

GMO Resources Fund (GOFIX) has a higher volatility of 8.37% compared to WisdomTree U.S. SmallCap Dividend Fund (DES) at 6.26%. This indicates that GOFIX's price experiences larger fluctuations and is considered to be riskier than DES based on this measure. The chart below showcases a comparison of their rolling one-month volatility.