Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AIVL (WisdomTree U.S. AI Enhanced Value Fund) | 10.02% | 15.24% | 13.76% | 6.97% | 8.10% | 9.57% | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AIVL (WisdomTree U.S. AI Enhanced Value Fund) | 06/16/2006 | 06/09/2026 |
| 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 (%) | -0.67 | 15.24 | 13.76 | 6.97 | 8.10 | 9.57 | NA | … | … | 10.02 | 9.72 | 13.50 | 7.17 | -7.26 | 24.30 | -5.82 | 24.40 | -9.57 | 13.77 | 18.16 | -5.29 | 15.18 | 27.63 | 11.70 | 11.95 | 21.43 | 25.68 | -36.31 | -0.05 | 17.06 |
| Sharpe Ratio | NA | 1.13 | 0.84 | 0.29 | 0.37 | NA | NA | … | … | 1.56 | 0.45 | 0.96 | 0.26 | -0.43 | 1.99 | -0.16 | 1.83 | -0.74 | 1.87 | 1.34 | -0.36 | 1.57 | 2.66 | 1.11 | 0.64 | 1.35 | 0.80 | -0.87 | -0.19 | 3.75 |
| Standard Deviation(%) | NA | 11.28 | 12.80 | 14.73 | 17.44 | NA | NA | … | … | 13.05 | 15.23 | 10.28 | 13.50 | 20.37 | 12.20 | 37.14 | 12.55 | 14.90 | 7.04 | 13.37 | 14.82 | 9.63 | 10.38 | 10.59 | 18.71 | 15.83 | 31.86 | 42.62 | 17.03 | 8.09 |
| Draw Down(%) | NA | 7.85 | 14.48 | 19.08 | 41.16 | NA | NA | … | … | 7.85 | 13.36 | 7.47 | 13.12 | 19.08 | 6.01 | 41.16 | 8.45 | 19.10 | 3.69 | 8.28 | 13.87 | 5.64 | 5.66 | 8.23 | 15.45 | 10.65 | 36.74 | 46.89 | 11.22 | 2.29 |
| Yield(%) | 0.00 | 1.66 | 2.33 | 2.17 | 3.28 | 4.79 | 4.45 | … | … | 0.31 | 1.74 | 2.36 | 2.53 | 1.89 | 3.36 | 3.22 | 3.88 | 3.61 | 3.43 | 3.68 | 3.13 | 3.46 | 3.46 | 4.63 | 3.40 | 3.88 | 4.43 | 3.85 | 3.24 | 1.14 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| AIVL (WisdomTree U.S. AI Enhanced Value Fund) |
-9.84%
May 2007 – May 2010 |
-0.03%
May 2007 – May 2012 |
5.79%
Oct 2013 – Oct 2023 |
5.72%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AIVL (WisdomTree U.S. AI Enhanced Value Fund) |
34.90%
Feb 2009 – Feb 2012 |
27.43%
Feb 2009 – Feb 2014 |
17.16%
Feb 2009 – Feb 2019 |
13.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart