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 -8.52%/yr vs 40.84%/yr for GDE. At a 0.15 correlation, their price movements are largely independent.
Performance
PMTS vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, PMTS achieves a 24.80% return, which is significantly higher than GDE's -0.50% return.
PMTS
- 1D
- 0.44%
- 1M
- 6.64%
- YTD
- 24.80%
- 6M
- 18.04%
- 1Y
- -20.56%
- 3Y*
- -8.52%
- 5Y*
- -0.73%
- 10Y*
- -1.54%
GDE
- 1D
- -3.14%
- 1M
- -10.04%
- YTD
- -0.50%
- 6M
- -5.03%
- 1Y
- 37.19%
- 3Y*
- 40.84%
- 5Y*
- —
- 10Y*
- —
PMTS vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
PMTS CPI Card Group Inc. | 24.80% | -50.89% | 55.76% | -46.81% | 135.05% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | -0.50% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between PMTS and GDE is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | 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 | -1.50 | ||
| Sortino ratioReturn per unit of downside risk | -1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.24 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.65 | -2.02 |
| Martin ratioReturn relative to average drawdown | -0.55 | 4.59 | -5.14 |
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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 | -55.04% | -22.66% | -32.38% |
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 | -69.60% | -19.50% | -50.10% |
Average DrawdownAverage peak-to-trough decline | -72.67% | -7.97% | -64.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 37.78% | 8.12% | +29.66% |
Volatility
PMTS vs. GDE - Volatility Comparison
CPI Card Group Inc. (PMTS) has a higher volatility of 17.28% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 11.41%. 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 | 17.28% | 11.41% | +5.87% |
Volatility (6M)Calculated over the trailing 6-month period | 50.26% | 26.51% | +23.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 76.67% | 30.33% | +46.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.65% | 27.15% | +46.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 83.26% | 27.15% | +56.11% |
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 4.34%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.34% | 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 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PMTS has higher volatility (17.28%) compared to GDE (11.41%). In terms of maximum drawdown, PMTS dropped -99.04% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.23 vs -0.27), 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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