Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WTIPF (WisdomTree Issuer ICAV – WisdomTree US Equity Income UCITS ETF) NA 9.48% 6.40% NA NA NA NA
Data as of 05/19/2025, Common starting date is 08/27/2020
More Performance Analytics Comparison
Name Start Date End Date
WTIPF (WisdomTree Issuer ICAV – WisdomTree US Equity Income UCITS ETF) 08/27/2020 05/19/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 2.31 9.48 6.40 NA NA NA NA -0.99 18.87 -3.52 10.81 33.37 -1.20
Sharpe Ratio NA 0.44 0.02 NA NA NA NA -0.39 0.98 -0.44 0.14 0.34 -0.43
Standard Deviation(%) NA 13.99 18.00 NA NA NA NA 14.57 12.77 17.93 64.73 82.80 18.53
Draw Down(%) NA 10.71 17.01 NA NA NA NA 8.94 6.05 16.87 14.01 0.49 1.42
Yield(%) 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 05/19/2025, Common starting date is 08/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WTIPF (WisdomTree Issuer ICAV – WisdomTree US Equity Income UCITS ETF) 6.77%
Apr 2022 – Apr 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
WTIPF (WisdomTree Issuer ICAV – WisdomTree US Equity Income UCITS ETF) 21.74%
Nov 2021 – Nov 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return