IMKTA vs. GDE
IMKTA (Ingles Markets, Incorporated) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, IMKTA returned 2.98%/yr vs 38.84%/yr for GDE. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
IMKTA vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, IMKTA achieves a 32.09% return, which is significantly higher than GDE's -0.84% return.
IMKTA
- 1D
- 0.35%
- 1M
- 0.00%
- 6M
- 20.67%
- YTD
- 32.09%
- 1Y
- 43.60%
- 3Y*
- 2.98%
- 5Y*
- 9.47%
- 10Y*
- 10.79%
- ALL TIME*
- 10.06%
GDE
- 1D
- -0.71%
- 1M
- -1.55%
- 6M
- -11.26%
- YTD
- -0.84%
- 1Y
- 33.38%
- 3Y*
- 38.84%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 29.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $4.75M | $8.80M | $9.79M | |
| $10.57M | $10.28M | $12.47M |
IMKTA vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
IMKTA Ingles Markets, Incorporated | 32.09% | 7.44% | -24.70% | -9.77% | 5.52% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -0.84% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between IMKTA and GDE is 0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.03 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.15 |
The correlation between IMKTA and GDE shifts across timeframes, from 0.03 (1 year) to 0.15 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IMKTA vs. GDE — Risk / Return Rank
IMKTA
GDE
IMKTA vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ingles Markets, Incorporated (IMKTA) 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.
| IMKTA | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.56 | ||
| Sortino ratioReturn per unit of downside risk | +0.78 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.21 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 3.80 | 1.49 | +2.31 |
| Martin ratioReturn relative to average drawdown | 8.35 | 3.27 | +5.08 |
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Drawdowns
IMKTA vs. GDE - Drawdown Comparison
The maximum IMKTA drawdown since its inception was -72.55%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for IMKTA and GDE.
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Drawdown Indicators
| IMKTA | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.55% | -32.01% | -40.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -22.66% | +10.96% |
Max Drawdown (3Y)Largest decline over 3 years | -31.98% | -22.66% | -9.32% |
Max Drawdown (5Y)Largest decline over 5 years | -39.58% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -59.08% | — | — |
Current DrawdownCurrent decline from peak | -8.03% | -19.77% | +11.74% |
Average DrawdownAverage peak-to-trough decline | -23.65% | -8.25% | -15.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.31% | 10.30% | -4.99% |
Volatility
IMKTA vs. GDE - Volatility Comparison
Ingles Markets, Incorporated (IMKTA) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) have volatilities of 8.22% and 7.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMKTA | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 7.99% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 19.53% | 26.11% | -6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.91% | 31.06% | -4.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.45% | 27.12% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.48% | 27.12% | +5.36% |
Dividends
IMKTA vs. GDE - Dividend Comparison
IMKTA's dividend yield for the trailing twelve months is around 0.73%, less than GDE's 4.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.36% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IMKTA Ingles Markets, Incorporated | 0.73% | 0.96% | 1.02% | 0.76% | 0.68% | 0.76% | 1.55% | 1.39% | 2.42% | 1.91% | 1.37% | 1.50% |
Frequently Asked Questions
IMKTA and GDE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IMKTA has higher volatility (8.22%) compared to GDE (7.99%). In terms of maximum drawdown, IMKTA dropped -72.55% vs GDE's -32.01%.
IMKTA currently has the higher Sharpe Ratio (1.65 vs 1.09), 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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