Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVI (WisdomTree International AI Enhanced Value Fund) | 7.47% | 20.10% | 17.40% | 9.49% | 8.67% | 5.75% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVI (WisdomTree International AI Enhanced Value Fund) | 06/16/2006 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 20.10 | 17.40 | 9.49 | 8.67 | 5.75 | NA | … | … | 7.47 | 38.69 | 2.08 | 18.11 | -9.77 | 9.31 | -1.28 | 17.56 | -9.25 | 20.63 | 2.19 | -8.10 | -5.46 | 18.42 | 11.15 | -6.44 | 5.63 | 33.13 | -45.12 | 12.36 | 27.28 |
| Sharpe Ratio | NA | 1.39 | 1.07 | 0.47 | 0.41 | NA | NA | … | … | 1.02 | 2.47 | -0.13 | 1.12 | -0.54 | 0.79 | -0.05 | 1.54 | -0.78 | 2.40 | 0.10 | -0.48 | -0.43 | 1.32 | 0.61 | -0.21 | 0.21 | 0.93 | -0.97 | 0.43 | 4.14 |
| Standard Deviation(%) | NA | 13.41 | 13.63 | 15.15 | 16.58 | NA | NA | … | … | 16.60 | 14.58 | 11.69 | 13.05 | 20.87 | 11.76 | 30.89 | 10.44 | 13.61 | 8.35 | 19.08 | 16.96 | 12.60 | 13.89 | 18.28 | 30.40 | 25.81 | 35.71 | 47.60 | 21.51 | 12.75 |
| Draw Down(%) | NA | 10.92 | 11.70 | 28.04 | 35.42 | NA | NA | … | … | 10.92 | 11.42 | 11.19 | 10.44 | 28.04 | 8.44 | 35.42 | 7.67 | 17.18 | 3.12 | 10.82 | 18.60 | 16.54 | 10.18 | 15.77 | 24.09 | 20.21 | 33.42 | 57.59 | 13.87 | 5.14 |
| Yield(%) | 0.00 | 4.91 | 5.15 | 4.42 | 4.78 | 3.90 | 3.66 | … | … | 0.13 | 6.23 | 4.85 | 5.61 | 3.71 | 5.69 | 3.30 | 4.88 | 3.64 | 4.22 | 3.97 | 3.76 | 4.73 | 4.12 | 4.69 | 4.23 | 3.70 | 4.53 | 5.55 | 2.79 | 0.44 |
Data as of 06/10/2026, Common starting date is 06/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVI (WisdomTree International AI Enhanced Value Fund) |
-14.41%
Jun 2007 – Jun 2010 |
-7.69%
May 2007 – May 2012 |
-0.83%
Oct 2007 – Oct 2017 |
-1.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVI (WisdomTree International AI Enhanced Value Fund) |
23.27%
Sep 2022 – Sep 2025 |
18.22%
Feb 2009 – Feb 2014 |
9.75%
Feb 2016 – Feb 2026 |
7.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart