Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WETF (WisdomTree Investments Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 01/09/2023, Common starting date is 03/04/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WETF (WisdomTree Investments Inc) | 03/04/1993 | 01/09/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -6.88 | 17.10 | 10.54 | -27.22 | -47.01 | 12.66 | -28.95 | 0.00 | -11.46 | 189.38 | 1.16 | 45.78 | 124.32 | 164.29 | -74.73 | -64.26 | 236.96 | 32.95 | 4,225.00 | -69.23 | 85.71 | -82.77 | -87.96 | 0.00 | -46.00 | -13.79 | 13.73 | 56.92 | -20.73 | 105.00 |
| Sharpe Ratio | NA | -0.25 | 0.19 | -0.27 | -0.01 | NA | NA | … | … | 26.96 | -0.25 | 0.44 | 0.12 | -1.35 | -1.78 | -0.19 | -1.16 | -0.37 | -0.59 | 4.05 | -0.44 | 0.57 | 1.91 | 1.69 | -1.08 | -1.64 | 2.93 | 0.16 | 9.81 | -0.52 | 0.35 | -0.54 | -1.00 | 0.19 | -0.10 | -1.08 | 0.19 | -0.11 | -0.42 | 1.72 |
| Standard Deviation(%) | NA | 32.71 | 56.24 | 49.75 | 48.31 | NA | NA | … | … | 36.34 | 32.54 | 38.73 | 83.32 | 37.27 | 38.48 | 34.29 | 54.39 | 50.14 | 50.76 | 42.15 | 40.11 | 47.79 | 55.36 | 86.00 | 87.05 | 52.62 | 73.82 | 74.64 | 428.66 | 169.06 | 187.23 | 195.41 | 156.43 | 128.26 | 132.72 | 55.93 | 83.16 | 47.92 | 45.07 | 79.61 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 1.97 | 25.46 | 25.10 | 60.39 | 42.80 | 53.29 | 33.58 | 47.13 | 42.00 | 48.33 | 23.70 | 34.40 | 39.25 | 39.14 | 35.29 | 81.38 | 71.43 | 46.94 | 56.73 | 85.71 | 82.35 | 75.00 | 94.67 | 94.44 | 75.60 | 86.32 | 43.42 | 50.00 | 32.65 | 27.78 | 21.74 |
| Yield(%) | NA | 1.87 | 2.80 | 0.93 | 2.53 | 4.42 | 67.50 | … | … | NA | 1.91 | 2.22 | 2.55 | 1.78 | 0.98 | 2.69 | 2.09 | 3.70 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/09/2023, Common starting date is 03/04/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WETF (WisdomTree Investments Inc) |
-82.90%
Apr 1999 – Apr 2002 |
-66.27%
Feb 1999 – Feb 2004 |
-40.19%
Nov 1993 – Nov 2003 |
-12.88%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WETF (WisdomTree Investments Inc) |
549.24%
Feb 2004 – Feb 2007 |
177.38%
Feb 2002 – Feb 2007 |
86.87%
Feb 2004 – Feb 2014 |
45.97%
Feb 2004 – Feb 2019 |
Annualized Rolling Returns Comparison Chart