Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBAT (WisdomTree Battery Value Chain and Innovation Fund) | NA | 8.51% | -5.89% | NA | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 02/15/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBAT (WisdomTree Battery Value Chain and Innovation Fund) | 02/15/2022 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.51 | -5.89 | NA | NA | NA | NA | … | … | 5.43 | -11.64 | -3.00 | -19.37 |
| Sharpe Ratio | NA | 0.18 | -0.40 | NA | NA | NA | NA | … | … | 0.31 | -0.67 | -0.31 | -0.90 |
| Standard Deviation(%) | NA | 26.24 | 23.32 | NA | NA | NA | NA | … | … | 27.12 | 22.83 | 21.34 | 26.11 |
| Draw Down(%) | NA | 23.71 | 39.40 | NA | NA | NA | NA | … | … | 21.22 | 21.22 | 31.09 | 26.46 |
| Yield(%) | 0.00 | 1.35 | 1.18 | 0.62 | 0.31 | 0.21 | 0.15 | … | … | 0.00 | 1.18 | 2.29 | 0.37 |
Data as of 06/30/2025, Common starting date is 02/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAT (WisdomTree Battery Value Chain and Innovation Fund) |
-12.45%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAT (WisdomTree Battery Value Chain and Innovation Fund) |
-8.77%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart