PMTS vs. GDE
PMTS (CPI Card Group Inc.) is a stock, while GDE (WisdomTree Efficient Gold Plus Equity Strategy Fund) is Gold fund actively managed by WisdomTree. Over the past 3 years, PMTS returned -4.84%/yr vs 38.84%/yr for GDE. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
PMTS vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, PMTS achieves a 43.53% return, which is significantly higher than GDE's -0.84% return.
PMTS
- 1D
- 2.38%
- 1M
- 3.39%
- 6M
- 62.20%
- YTD
- 43.53%
- 1Y
- 12.40%
- 3Y*
- -4.84%
- 5Y*
- 6.61%
- 10Y*
- -0.38%
- ALL TIME*
- -7.94%
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 | |
| $635.37K | $665.54K | $816.36K |
PMTS vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PMTS CPI Card Group Inc. | 43.53% | -50.89% | 55.76% | -46.81% | 135.05% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -0.84% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between PMTS and GDE is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.15 |
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Return for Risk
PMTS vs. GDE — Risk / Return Rank
PMTS
GDE
PMTS vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CPI Card Group Inc. (PMTS) 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.
| PMTS | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.21 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.49 | -1.27 |
| Martin ratioReturn relative to average drawdown | 0.43 | 3.27 | -2.84 |
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Drawdowns
PMTS vs. GDE - Drawdown Comparison
The maximum PMTS drawdown since its inception was -99.04%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for PMTS and GDE.
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Drawdown Indicators
| PMTS | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.04% | -32.01% | -67.03% |
Max Drawdown (1Y)Largest decline over 1 year | -39.77% | -22.66% | -17.11% |
Max Drawdown (3Y)Largest decline over 3 years | -67.08% | -22.66% | -44.42% |
Max Drawdown (5Y)Largest decline over 5 years | -74.92% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -98.09% | — | — |
Current DrawdownCurrent decline from peak | -65.04% | -19.77% | -45.27% |
Average DrawdownAverage peak-to-trough decline | -72.62% | -8.25% | -64.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.07% | 10.30% | +11.77% |
Volatility
PMTS vs. GDE - Volatility Comparison
CPI Card Group Inc. (PMTS) has a higher volatility of 12.72% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 7.99%. This indicates that PMTS'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
| PMTS | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.72% | 7.99% | +4.73% |
Volatility (6M)Calculated over the trailing 6-month period | 50.33% | 26.11% | +24.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 77.13% | 31.06% | +46.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.62% | 27.12% | +46.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 83.22% | 27.12% | +56.10% |
Dividends
PMTS vs. GDE - Dividend Comparison
PMTS has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 4.36%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
PMTS CPI Card Group Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.26% | 4.34% |
Frequently Asked Questions
PMTS and GDE have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMTS has higher volatility (12.72%) compared to GDE (7.99%). In terms of maximum drawdown, PMTS dropped -99.04% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.09 vs 0.11), 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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