TOI vs. GDE
TOI (The Oncology Institute, 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, TOI returned 113.48%/yr vs 46.68%/yr for GDE. At a 0.14 correlation, their price movements are largely independent.
Performance
TOI vs. GDE - Performance Comparison
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Returns By Period
In the year-to-date period, TOI achieves a 18.82% return, which is significantly higher than GDE's 9.79% return.
TOI
- 1D
- -7.84%
- 1M
- 3.68%
- YTD
- 18.82%
- 6M
- 37.79%
- 1Y
- 32.19%
- 3Y*
- 113.48%
- 5Y*
- —
- 10Y*
- —
GDE
- 1D
- -1.35%
- 1M
- 1.88%
- YTD
- 9.79%
- 6M
- 11.87%
- 1Y
- 53.13%
- 3Y*
- 46.68%
- 5Y*
- —
- 10Y*
- —
TOI vs. GDE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
TOI The Oncology Institute, Inc. | 18.82% | 1,052.10% | -84.85% | 23.64% | -74.50% |
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 9.79% | 73.76% | 44.79% | 33.85% | -18.67% |
Correlation
The correlation between TOI and GDE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Mar 18, 2022 | 0.14 |
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Return for Risk
TOI vs. GDE — Risk / Return Rank
TOI
GDE
TOI vs. GDE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Oncology Institute, Inc. (TOI) 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.
| TOI | GDE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.48 | ||
| Sortino ratioReturn per unit of downside risk | -1.13 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | 2.36 | -1.71 |
| Martin ratioReturn relative to average drawdown | 1.25 | 7.34 | -6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TOI | GDE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.88 | -1.48 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.15 | 1.15 | -1.30 |
Drawdowns
TOI vs. GDE - Drawdown Comparison
The maximum TOI drawdown since its inception was -98.79%, which is greater than GDE's maximum drawdown of -32.01%. Use the drawdown chart below to compare losses from any high point for TOI and GDE.
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Drawdown Indicators
| TOI | GDE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.79% | -32.01% | -66.78% |
Max Drawdown (1Y)Largest decline over 1 year | -49.79% | -22.66% | -27.13% |
Max Drawdown (3Y)Largest decline over 3 years | -94.82% | -22.66% | -72.16% |
Current DrawdownCurrent decline from peak | -61.23% | -11.17% | -50.06% |
Average DrawdownAverage peak-to-trough decline | -74.20% | -7.88% | -66.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.74% | 7.26% | +18.48% |
Volatility
TOI vs. GDE - Volatility Comparison
The Oncology Institute, Inc. (TOI) has a higher volatility of 15.62% compared to WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) at 6.65%. This indicates that TOI'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
| TOI | GDE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.62% | 6.65% | +8.97% |
Volatility (6M)Calculated over the trailing 6-month period | 50.50% | 24.24% | +26.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 81.25% | 28.39% | +52.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 113.35% | 26.12% | +87.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 113.35% | 26.12% | +87.23% |
Dividends
TOI vs. GDE - Dividend Comparison
TOI has not paid dividends to shareholders, while GDE's dividend yield for the trailing twelve months is around 3.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund | 3.94% | 4.32% | 7.14% | 2.22% | 0.81% |
TOI The Oncology Institute, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TOI and GDE have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TOI has higher volatility (15.62%) compared to GDE (6.65%). In terms of maximum drawdown, TOI dropped -98.79% vs GDE's -32.01%.
GDE currently has the higher Sharpe Ratio (1.88 vs 0.40), 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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