Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RESP (WisdomTree U.S. ESG Fund) | NA | 19.45% | 7.57% | 12.46% | 10.97% | 13.82% | NA | … | … |
Data as of 01/26/2024, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RESP (WisdomTree U.S. ESG Fund) | 02/26/2007 | 01/26/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.36 | 19.45 | 7.57 | 12.46 | 10.97 | 13.82 | NA | … | … | 3.25 | 21.60 | -18.91 | 27.48 | 12.40 | 32.27 | -8.29 | 21.99 | 14.48 | -2.26 | 13.16 | 35.00 | 14.25 | 3.01 | 13.75 | 31.97 | -36.85 | 1.75 |
| Sharpe Ratio | NA | 1.25 | 0.33 | 0.52 | 0.57 | NA | NA | … | … | 5.64 | 1.40 | -0.88 | 2.15 | 0.36 | 2.33 | -0.57 | 2.73 | 1.05 | -0.15 | 1.24 | 3.37 | 1.04 | 0.14 | 0.87 | 1.16 | -1.01 | -0.05 |
| Standard Deviation(%) | NA | 12.08 | 16.80 | 20.77 | 17.46 | NA | NA | … | … | 9.38 | 12.50 | 22.98 | 12.84 | 33.88 | 13.22 | 16.78 | 7.87 | 13.66 | 15.31 | 10.56 | 10.39 | 13.70 | 21.93 | 15.68 | 27.56 | 37.28 | 16.25 |
| Draw Down(%) | NA | 10.03 | 25.20 | 36.27 | 36.27 | NA | NA | … | … | 1.65 | 10.03 | 25.20 | 5.51 | 36.27 | 7.94 | 19.65 | 3.44 | 10.89 | 12.14 | 7.45 | 5.15 | 11.47 | 18.94 | 14.54 | 28.84 | 47.26 | 11.73 |
| Yield(%) | 0.00 | 1.59 | 1.45 | 2.00 | 2.71 | 5.06 | 2.36 | … | … | 0.00 | 1.67 | 1.20 | 1.37 | 1.46 | 2.30 | 2.52 | 1.95 | 2.15 | 2.16 | 1.81 | 2.08 | 2.23 | 2.06 | 1.94 | 2.18 | 1.70 | 1.68 |
Data as of 01/26/2024, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESP (WisdomTree U.S. ESG Fund) |
-8.78%
Jun 2007 – Jun 2010 |
-0.43%
May 2007 – May 2012 |
6.89%
May 2007 – May 2017 |
7.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RESP (WisdomTree U.S. ESG Fund) |
26.94%
Feb 2009 – Feb 2012 |
23.58%
Feb 2009 – Feb 2014 |
16.52%
Feb 2009 – Feb 2019 |
13.07%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart