WTLS vs. COAGX

Last updated Apr 2, 2026

Compare and contrast key facts about WisdomTree Efficient Long/Short US Equity Fund (WTLS) and Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX).

WTLS is an actively managed fund by WisdomTree. It was launched on Jan 20, 2026. COAGX is managed by Caldwell & Orkin. It was launched on Aug 23, 1992.

Performance

WTLS vs. COAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Efficient Long/Short US Equity Fund (WTLS) and Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX). The values are adjusted to include any dividend payments, if applicable.

WTLS vs. COAGX - Yearly Performance Comparison

	2026 (YTD)
WTLS WisdomTree Efficient Long/Short US Equity Fund	-0.94%
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	-0.86%

Returns By Period

WTLS

• 1D: 1.45%
• 1M: -3.03%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

COAGX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

WTLS vs. COAGX - Expense Ratio Comparison

WTLS has a 0.88% expense ratio, which is lower than COAGX's 2.00% expense ratio.

COAGX

Caldwell & Orkin - Gator Capital Long/Short Fund

WTLS

WisdomTree Efficient Long/Short US Equity Fund

Return for Risk

WTLS vs. COAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Efficient Long/Short US Equity Fund (WTLS) and Caldwell & Orkin - Gator Capital Long/Short Fund (COAGX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	WTLS	COAGX	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	-0.24	—	—

Correlation

The correlation between WTLS and COAGX is -0.23. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Dividends

WTLS vs. COAGX - Dividend Comparison

Neither WTLS nor COAGX has paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
WTLS WisdomTree Efficient Long/Short US Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
COAGX Caldwell & Orkin - Gator Capital Long/Short Fund	0.00%	0.00%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	5.81%

Drawdowns

Drawdown Indicators

	WTLS	COAGX	Difference
Max Drawdown Largest peak-to-trough decline	-8.94%	—	—
Current Drawdown Current decline from peak	-4.65%	—	—
Average Drawdown Average peak-to-trough decline	-2.87%	—	—

Volatility

Volatility by Period

	WTLS	COAGX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.96%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.96%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.96%	—	—