Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTV (WisdomTree US Value Fund of Benef Interest) | 10.28% | 24.45% | 22.49% | 13.14% | 14.10% | 12.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTV (WisdomTree US Value Fund of Benef Interest) | 02/23/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.57 | 24.45 | 22.49 | 13.14 | 14.10 | 12.61 | NA | … | … | 10.28 | 13.51 | 23.99 | 22.35 | -8.07 | 30.59 | 6.15 | 28.70 | -9.10 | 22.82 | 6.89 | -1.43 | 13.75 | 29.87 | 9.98 | 4.31 | 13.38 | 28.04 | -42.09 | -1.76 |
| Sharpe Ratio | NA | 1.84 | 1.28 | 0.62 | 0.66 | NA | NA | … | … | 1.96 | 0.58 | 1.56 | 1.15 | -0.42 | 2.23 | 0.15 | 1.99 | -0.68 | 2.79 | 0.48 | -0.08 | 1.07 | 2.46 | 0.81 | 0.18 | 0.67 | 0.86 | -0.79 | -0.28 |
| Standard Deviation(%) | NA | 11.85 | 15.04 | 17.08 | 19.02 | NA | NA | … | … | 11.80 | 18.37 | 13.03 | 16.42 | 22.90 | 13.73 | 38.68 | 13.71 | 15.54 | 7.98 | 13.96 | 18.04 | 12.82 | 12.14 | 12.41 | 24.36 | 19.91 | 32.55 | 54.41 | 18.25 |
| Draw Down(%) | NA | 7.15 | 18.49 | 19.30 | 42.18 | NA | NA | … | … | 7.15 | 17.24 | 7.54 | 13.68 | 19.30 | 6.10 | 42.18 | 9.24 | 21.00 | 3.70 | 13.33 | 16.00 | 12.08 | 6.83 | 8.28 | 22.74 | 18.99 | 31.60 | 58.53 | 14.32 |
| Yield(%) | 0.00 | 2.02 | 2.39 | 1.05 | 1.70 | 2.06 | 1.44 | … | … | 0.55 | 1.79 | 1.88 | 1.96 | 1.87 | 1.23 | 1.68 | 0.92 | 0.87 | 0.84 | 0.70 | 0.77 | 0.68 | 0.74 | 1.21 | 0.78 | 0.76 | 1.16 | 0.93 | 0.91 |
Data as of 06/05/2026, Common starting date is 02/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTV (WisdomTree US Value Fund of Benef Interest) |
-14.13%
Jun 2007 – Jun 2010 |
-3.55%
May 2007 – May 2012 |
3.90%
May 2007 – May 2017 |
5.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTV (WisdomTree US Value Fund of Benef Interest) |
26.37%
Feb 2009 – Feb 2012 |
22.70%
Mar 2020 – Mar 2025 |
15.27%
Feb 2009 – Feb 2019 |
14.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart