POWL vs. GDE
POWL (Powell Industries, 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, POWL returned 146.47%/yr vs 42.64%/yr for GDE. At a 0.29 correlation, their price movements are largely independent.
Performance
POWL vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, POWL achieves a 177.61% return, which is significantly higher than GDE's 3.16% return.
POWL
- 1D
- 1.46%
- 1M
- 0.75%
- YTD
- 177.61%
- 6M
- 162.55%
- 1Y
- 372.00%
- 3Y*
- 146.47%
- 5Y*
- 94.19%
- 10Y*
- 40.56%
GDE
- 1D
- 0.67%
- 1M
- -9.22%
- YTD
- 3.16%
- 6M
- 4.00%
- 1Y
- 40.98%
- 3Y*
- 42.64%
- 5Y*
- —
- 10Y*
- —
POWL vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
POWL Powell Industries, Inc. | 177.61% | 44.49% | 152.21% | 155.62% | 73.03% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.16% | 73.76% | 44.79% | 33.85% | -8.58% |
Correlation
The correlation between POWL 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 | 0.28 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | 0.29 |
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Return for Risk
POWL vs. GDE — Risk / Return Rank
POWL
GDE
POWL vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Powell Industries, Inc. (POWL) 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.
| POWL | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.64 | ||
| Sortino ratioReturn per unit of downside risk | +3.04 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.26 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 11.71 | 1.83 | +9.87 |
| Martin ratioReturn relative to average drawdown | 36.97 | 5.36 | +31.61 |
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Drawdowns
POWL vs. GDE - Drawdown Comparison
The maximum POWL drawdown since its inception was -73.10%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for POWL and GDE.
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Drawdown Indicators
| POWL | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.10% | -32.01% | -41.09% |
Max Drawdown (1Y)Largest decline over 1 year | -30.88% | -22.66% | -8.22% |
Max Drawdown (3Y)Largest decline over 3 years | -55.76% | -22.66% | -33.10% |
Max Drawdown (5Y)Largest decline over 5 years | -55.76% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -68.85% | — | — |
Current DrawdownCurrent decline from peak | -8.45% | -16.53% | +8.08% |
Average DrawdownAverage peak-to-trough decline | -36.09% | -7.93% | -28.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.76% | 7.73% | +2.03% |
Volatility
POWL vs. GDE - Volatility Comparison
Powell Industries, Inc. (POWL) has a higher volatility of 19.86% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 10.77%. This indicates that POWL'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
| POWL | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.86% | 10.77% | +9.09% |
Volatility (6M)Calculated over the trailing 6-month period | 44.83% | 25.97% | +18.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 59.91% | 29.88% | +30.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 64.36% | 27.09% | +37.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.84% | 27.09% | +27.75% |
Dividends
POWL vs. GDE - Dividend Comparison
POWL's dividend yield for the trailing twelve months is around 0.12%, less than GDE's 4.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 4.19% | 4.32% | 7.14% | 2.22% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
POWL Powell Industries, Inc. | 0.12% | 0.34% | 0.48% | 1.19% | 2.96% | 3.53% | 3.53% | 2.12% | 4.16% | 3.63% | 2.67% | 4.00% |
Frequently Asked Questions
POWL 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.
POWL has higher volatility (19.86%) compared to GDE (10.77%). In terms of maximum drawdown, POWL dropped -73.10% vs GDE's -32.01%.
POWL currently has the higher Sharpe Ratio (6.03 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.
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