HPAI vs. GDE
HPAI (Helport AI Ltd) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past year, HPAI returned -87.27% vs 36.96% for GDE. At a 0.06 correlation, their price movements are largely independent.
Performance
HPAI vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, HPAI achieves a -84.55% return, which is significantly lower than GDE's 2.09% return.
HPAI
- 1D
- -0.15%
- 1M
- -12.90%
- 6M
- -82.46%
- YTD
- -84.55%
- 1Y
- -87.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- 0.10%
- 1M
- -1.04%
- 6M
- -3.13%
- YTD
- 2.09%
- 1Y
- 36.96%
- 3Y*
- 42.22%
- 5Y*
- —
- 10Y*
- —
HPAI vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
HPAI Helport AI Ltd | -84.55% | -24.32% | -53.75% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 2.09% | 73.76% | 15.52% |
Correlation
The correlation between HPAI and GDE is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Aug 5, 2024 | 0.06 |
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Return for Risk
HPAI vs. GDE — Risk / Return Rank
HPAI
GDE
HPAI vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Helport AI Ltd (HPAI) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). 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.
| HPAI | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.15 | ||
| Sortino ratioReturn per unit of downside risk | -3.95 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.23 | -0.51 |
| Calmar ratioReturn relative to maximum drawdown | -0.96 | 1.66 | -2.63 |
| Martin ratioReturn relative to average drawdown | -1.71 | 4.12 | -5.83 |
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Drawdowns
HPAI vs. GDE - Drawdown Comparison
The maximum HPAI drawdown since its inception was -95.65%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for HPAI and GDE.
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Drawdown Indicators
| HPAI | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.65% | -32.01% | -63.64% |
Max Drawdown (1Y)Largest decline over 1 year | -89.75% | -22.66% | -67.09% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.66% | — |
Current DrawdownCurrent decline from peak | -94.59% | -17.40% | -77.19% |
Average DrawdownAverage peak-to-trough decline | -65.39% | -8.10% | -57.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 50.29% | 9.13% | +41.16% |
Volatility
HPAI vs. GDE - Volatility Comparison
Helport AI Ltd (HPAI) has a higher volatility of 40.21% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 10.16%. This indicates that HPAI's price experiences larger fluctuations and is considered to be riskier than GDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HPAI | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 40.21% | 10.16% | +30.05% |
Volatility (6M)Calculated over the trailing 6-month period | 79.59% | 26.07% | +53.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 94.59% | 30.49% | +64.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 104.40% | 27.09% | +77.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 104.40% | 27.09% | +77.31% |
Dividends
HPAI vs. GDE - Dividend Comparison
HPAI has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.23%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.23% | 4.32% | 7.14% | 2.22% | 0.81% |
HPAI Helport AI Ltd | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
HPAI and GDE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HPAI has higher volatility (40.21%) compared to GDE (10.16%). In terms of maximum drawdown, HPAI dropped -95.65% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.24 vs -0.91), 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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