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NXT vs. GDE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NXT vs. GDE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nextracker Inc (NXT) and WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NXT achieves a 39.92% return, which is significantly higher than GDE's 3.16% return.


NXT

1D
1.84%
1M
-10.63%
YTD
39.92%
6M
40.50%
1Y
105.12%
3Y*
42.45%
5Y*
10Y*

GDE

1D
0.67%
1M
-9.19%
YTD
3.16%
6M
4.00%
1Y
41.34%
3Y*
42.64%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NXT vs. GDE - Yearly Performance Comparison


2026 (YTD)202520242023
NXT
Nextracker Inc
39.92%138.46%-22.03%54.57%
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
3.16%73.76%44.79%22.77%

Correlation

The correlation between NXT and GDE is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.34

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

0.29

Correlation (All Time)
Calculated using the full available price history since Feb 9, 2023

0.28

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Return for Risk

NXT vs. GDE — Risk / Return Rank

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

NXT
NXT Risk / Return Rank: 8484
Overall Rank
NXT Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
NXT Sortino Ratio Rank: 8181
Sortino Ratio Rank
NXT Omega Ratio Rank: 7777
Omega Ratio Rank
NXT Calmar Ratio Rank: 8888
Calmar Ratio Rank
NXT Martin Ratio Rank: 8787
Martin Ratio Rank

GDE
GDE Risk / Return Rank: 4242
Overall Rank
GDE Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
GDE Sortino Ratio Rank: 3939
Sortino Ratio Rank
GDE Omega Ratio Rank: 4646
Omega Ratio Rank
GDE Calmar Ratio Rank: 4141
Calmar Ratio Rank
GDE Martin Ratio Rank: 3838
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.

NXT vs. GDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nextracker Inc (NXT) 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.


NXTGDEDifference
Sharpe ratioReturn per unit of total volatility

+0.21

Sortino ratioReturn per unit of downside risk

+0.45

Omega ratioGain probability vs. loss probability

1.27

1.26

0.00

Calmar ratioReturn relative to maximum drawdown

3.72

1.83

+1.89

Martin ratioReturn relative to average drawdown

9.21

5.36

+3.85

NXT vs. GDE - Sharpe Ratio Comparison

The current NXT Sharpe Ratio is 1.61, which is comparable to the GDE Sharpe Ratio of 1.39. The chart below compares the historical Sharpe Ratios of NXT and GDE, 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

NXT vs. GDE - Drawdown Comparison

The maximum NXT drawdown since its inception was -48.61%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for NXT and GDE.


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Drawdown Indicators


NXTGDEDifference

Max Drawdown

Largest peak-to-trough decline

-48.61%

-32.01%

-16.60%

Max Drawdown (1Y)

Largest decline over 1 year

-28.42%

-22.66%

-5.76%

Max Drawdown (3Y)

Largest decline over 3 years

-48.61%

-22.66%

-25.95%

Current Drawdown

Current decline from peak

-22.07%

-16.53%

-5.54%

Average Drawdown

Average peak-to-trough decline

-15.35%

-7.93%

-7.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.45%

7.73%

+3.72%

Volatility

NXT vs. GDE - Volatility Comparison

Nextracker Inc (NXT) has a higher volatility of 28.43% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 10.77%. This indicates that NXT'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


NXTGDEDifference

Volatility (1M)

Calculated over the trailing 1-month period

28.43%

10.77%

+17.66%

Volatility (6M)

Calculated over the trailing 6-month period

50.28%

25.97%

+24.31%

Volatility (1Y)

Calculated over the trailing 1-year period

65.83%

29.88%

+35.95%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

60.76%

27.09%

+33.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

60.76%

27.09%

+33.67%

Dividends

NXT vs. GDE - Dividend Comparison

NXT has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.19%.


PositionTTM2025202420232022
GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
4.19%4.32%7.14%2.22%0.81%
NXT
Nextracker Inc
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


NXT and GDE have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NXT has higher volatility (28.43%) compared to GDE (10.77%). In terms of maximum drawdown, NXT dropped -48.61% vs GDE's -32.01%.

NXT currently has the higher Sharpe Ratio (1.61 vs 1.39), 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.

Portfolio Optimizer

Find the right allocation for NXT and GDE

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