Performance analysis of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND)
Annual Return
Over the past 3 years, AGGY has had an average annual return of +4.65%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, AGGY has had an average annual return of +0.12%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, AGGY has had an average annual return of +1.72%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 9, 2015, AGGY has had an average annual return of +2.03%, underperforming the benchmark SPY, which returned +14.57% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.40% | +7.38% | +1.82% | +7.29% | -15.26% | -1.72% | +5.87% | +11.77% | -1.69% | +5.19% | +4.40% | -0.59% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.18% | +1.57% | -2.00% | +0.35% | +0.64% | -0.30% | +0.40% | ||||||
| 2025 | +0.42% | +2.22% | -0.30% | -0.03% | -0.24% | +1.86% | -0.25% | +1.23% | +1.62% | +0.33% | +0.68% | -0.36% | +7.38% |
| 2024 | -0.22% | -1.14% | +0.99% | -2.52% | +1.82% | +0.80% | +2.04% | +1.66% | +1.41% | -2.33% | +1.27% | -1.81% | +1.82% |
| 2023 | +3.76% | -2.80% | +2.46% | +0.59% | -1.07% | +0% | +0.06% | -0.45% | -2.34% | -1.40% | +4.91% | +3.68% | +7.29% |
| 2022 | -2.56% | -1.57% | -3.00% | -4.77% | +0.91% | -2.21% | +3.13% | -3.15% | -4.75% | -1.36% | +4.06% | -0.74% | -15.26% |
| 2021 | -0.77% | -1.99% | -1.41% | +1.12% | +0.13% | +1.22% | +1.34% | -0.22% | -1.15% | +0.09% | +0.19% | -0.22% | -1.72% |
| 2020 | +2.07% | +1.34% | -3.72% | +3.09% | +0.89% | +0.83% | +1.59% | -1.07% | +0.04% | -0.83% | +1.41% | +0.26% | +5.87% |
| 2019 | +1.66% | +0.07% | +2.35% | +0.14% | +1.64% | +1.85% | +0.42% | +2.97% | -0.57% | +0.34% | +0.13% | +0.23% | +11.77% |
| 2018 | -1.05% | -1.66% | +0.60% | -1.12% | +0.57% | -0.32% | +0.57% | +0.44% | -0.33% | -1.45% | +0.13% | +1.98% | -1.69% |
| 2017 | +0.40% | +0.76% | +0.00952% | +0.91% | +1.02% | +0.12% | +0.61% | +0.87% | -0.32% | +0.18% | -0.09% | +0.61% | +5.19% |
Drawdown analysis of AGGY (WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND)
The maximum drawdown for the AGGY was -20.97%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current AGGY drawdown is -2.34%.
Since Jul 9, 2015 AGGY has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.97% | Aug 6, 2020 | 558 | Oct 24, 2022 | Ongoing | Ongoing | Ongoing |
| -13.53% | Mar 6, 2020 | 9 | Mar 19, 2020 | 77 | Jul 9, 2020 | 86 |
| -4.96% | Sep 7, 2016 | 70 | Dec 15, 2016 | 131 | Jun 26, 2017 | 201 |
| -4.14% | Dec 15, 2017 | 222 | Nov 2, 2018 | 65 | Feb 8, 2019 | 287 |
| -2.17% | Sep 4, 2019 | 7 | Sep 13, 2019 | 77 | Jan 3, 2020 | 84 |
| -1.98% | Oct 27, 2015 | 34 | Dec 15, 2015 | 36 | Feb 8, 2016 | 70 |
| -1.32% | Jun 26, 2017 | 8 | Jul 7, 2017 | 10 | Jul 21, 2017 | 18 |
| -1.04% | Feb 11, 2016 | 3 | Feb 17, 2016 | 18 | Mar 14, 2016 | 21 |
| -1.04% | May 11, 2016 | 6 | May 19, 2016 | 10 | Jun 3, 2016 | 16 |
| -1.01% | Sep 7, 2017 | 35 | Oct 26, 2017 | 33 | Dec 13, 2017 | 68 |
| -0.95% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -0.76% | Jul 29, 2016 | 5 | Aug 5, 2016 | 11 | Aug 22, 2016 | 16 |
| -0.72% | Aug 24, 2015 | 3 | Aug 27, 2015 | 26 | Oct 5, 2015 | 29 |
| -0.63% | Mar 28, 2019 | 5 | Apr 4, 2019 | 15 | Apr 26, 2019 | 20 |
| -0.62% | Jul 9, 2015 | 1 | Jul 10, 2015 | 31 | Aug 24, 2015 | 32 |
| -0.56% | Jul 7, 2016 | 6 | Jul 15, 2016 | 10 | Jul 29, 2016 | 16 |
| -0.51% | Feb 26, 2019 | 3 | Mar 1, 2019 | 4 | Mar 7, 2019 | 7 |
| -0.50% | Mar 18, 2016 | 2 | Mar 22, 2016 | 4 | Mar 29, 2016 | 6 |
| -0.48% | Jul 21, 2017 | 2 | Jul 25, 2017 | 5 | Aug 1, 2017 | 7 |
| -0.47% | Jun 10, 2016 | 2 | Jun 14, 2016 | 8 | Jun 24, 2016 | 10 |
| -0.44% | Aug 3, 2017 | 3 | Aug 8, 2017 | 11 | Aug 23, 2017 | 14 |
| -0.43% | Feb 3, 2020 | 2 | Feb 5, 2020 | 3 | Feb 10, 2020 | 5 |
| -0.39% | Aug 24, 2016 | 2 | Aug 26, 2016 | 1 | Aug 29, 2016 | 3 |
| -0.39% | Oct 22, 2015 | 1 | Oct 23, 2015 | 2 | Oct 27, 2015 | 3 |
| -0.36% | Apr 7, 2016 | 3 | Apr 12, 2016 | 5 | Apr 19, 2016 | 8 |