It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CEW: WisdomTree Emerging Currency Strategy Fund (ETF)
Basic Info 19.26 0.17(0.87%) June 05
| Asset Class: | Currency |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 05/06/2009 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 2.54% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/06/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 1.9 | 6.8 | 6.5 | 2.9 | 2.5 | 0.1 | 1.2 | 14.5 | -1.0 | 9.1 | -1.7 | -6.6 | -0.1 | 4.8 | -5.1 | 11.1 | 4.1 | -9.6 | -7.2 | -4.9 | 7.1 | -8.0 | 6.4 | 9.8 |
| Sharpe Ratio | NA | 0.26 | 0.66 | 0.51 | 0.05 | 0.11 | NA | 0.03 | 1.81 | -0.79 | 0.82 | -0.36 | -1.12 | -0.04 | 0.58 | -0.9 | 1.82 | 0.4 | -1.19 | -1.1 | -0.7 | 0.96 | -0.83 | 0.76 | 1.65 |
| Draw Down(%) | NA | 3.8 | 3.8 | 5.3 | 15.0 | 17.7 | NA | 27.8 | 4.2 | 5.3 | 4.8 | 11.2 | 8.2 | 13.3 | 4.4 | 11.6 | 3.4 | 6.7 | 12.4 | 11.6 | 8.9 | 8.1 | 13.2 | 7.2 | 2.8 |
| Standard Deviation(%) | NA | 7.7 | 6.3 | 6.4 | 6.9 | 7.0 | NA | 7.5 | 6.4 | 5.9 | 6.7 | 8.6 | 5.9 | 8.6 | 5.7 | 7.2 | 5.8 | 9.6 | 8.1 | 6.6 | 7.1 | 7.3 | 9.7 | 8.3 | 9.2 |
| Treynor Ratio | NA | -0.02 | -0.06 | -0.05 | -0.01 | -0.01 | NA | 0.0 | -0.24 | 0.07 | -0.09 | 0.05 | 0.11 | 0.01 | -0.08 | 0.11 | -0.25 | -0.06 | 0.3 | 0.17 | 0.1 | -0.09 | 0.1 | -0.1 | -0.29 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.01 | 0.01 | NA | 0.0 | 0.03 | 0.01 | 0.02 | 0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.02 | -0.03 | -0.01 | -0.02 | 0.02 | -0.03 | 0.02 | 0.03 |
| Beta | NA | -0.86 | -0.67 | -0.63 | -0.63 | -0.55 | NA | -0.56 | -0.49 | -0.71 | -0.62 | -0.65 | -0.63 | -0.3 | -0.41 | -0.6 | -0.42 | -0.63 | -0.32 | -0.42 | -0.48 | -0.77 | -0.79 | -0.61 | -0.52 |
| RSquared | NA | 0.51 | 0.42 | 0.43 | 0.43 | 0.3 | NA | 0.31 | 0.33 | 0.51 | 0.46 | 0.49 | 0.33 | 0.1 | 0.12 | 0.25 | 0.21 | 0.24 | 0.15 | 0.12 | 0.2 | 0.49 | 0.56 | 0.46 | 0.35 |
| Yield(%) | N/A | 0.0 | 2.5 | 3.3 | 2.0 | 1.5 | 1.1 | N/A | 2.8 | 5.1 | 2.1 | 0.8 | 0.0 | 0.6 | 1.9 | 1.7 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 4.7 | 3.8 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | -49.1 | 592.1 | 132.1 | N/A | N/A | N/A | -49.1 | 154.7 | 168.7 | N/A | -100.0 | -66.6 | 4.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 26.0 | 371.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Currency Asset Class Trend Rankings |
Top Rated Funds in Currency
Best Mutual Funds
- LDMFX (LORD ABBETT EMERGING MARKETS CURRENCY FUND CLASS F) (86%)
- FDPIX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND INVESTOR CLASS) (81%)
- RDPIX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND INVESTOR CLASS) (76%)
- PLMIX (PIMCO EMERGING MARKETS CURRENCY FUND INSTITUTIONAL) (71%)
- PLMPX (PIMCO EMERGING MARKETS CURRENCY FUND CLASS P) (62%)
- MERKX (MERK HARD CURRENCY FUND INVESTOR SHARES) (57%)
- FDPSX (FALLING U.S. DOLLAR PROFUND FALLING U.S. DOLLAR PROFUND SERVICE CLASS) (52%)
- RDPSX (RISING U.S. DOLLAR PROFUND RISING U.S. DOLLAR PROFUND SERVICE CLASS) (48%)
- ECIMX (EATON VANCE DIVERSIFIED CURRENCY INCOME FUND EATON VANCE DIVERSIFIED CURRENCY INCOME FUND CLASS C) (38%)
- MHCIX (MERK HARD CURRENCY FUND INSTITUTIONAL SHARE CLASS) (5%)
Best ETFs
- DBV (Invesco DB G10 Currency Harvest Fund) (100%)
- UDN (Invesco DB US Dollar Index Bearish Fund) 0.66% (95%)
- UUP (Invesco DB US Dollar Index Bullish Fund) 0.65% (90%)
- CEW (WisdomTree Emerging Currency Strategy Fund) 0.87% (43%)
