Performance analysis of AGZD (WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND)
Annual Return
Over the past 3 years, AGZD has had an average annual return of +6.09%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, AGZD has had an average annual return of +4.36%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, AGZD has had an average annual return of +3.17%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Dec 18, 2013, AGZD has had an average annual return of +2.52%, underperforming the benchmark SPY, which returned +14.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.40% | +4.34% | +6.63% | +7.15% | +1.16% | +0.69% | +0.31% | +4.65% | +0.18% | +2.62% | +2.22% | -0.89% |
| 2014 | 2013 | ||||||||||
| +0.34% | -0.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.71% | -0.13% | +0.66% | +0.29% | +0.65% | +0.21% | +2.40% | ||||||
| 2025 | +0.33% | +0.43% | -0.25% | -0.67% | +1.50% | -0.29% | +0.74% | +0.38% | +1.10% | +0.29% | +0.11% | +0.61% | +4.34% |
| 2024 | +0.34% | +0.71% | +0.58% | +0.54% | +0.73% | +0.67% | -0.54% | +1.31% | +0.74% | -0.22% | +1.03% | +0.56% | +6.63% |
| 2023 | +0.86% | +0.52% | -0.41% | +0.27% | +0.63% | +1.57% | +0.56% | +0.43% | +0.09% | +0% | +1.58% | +0.83% | +7.15% |
| 2022 | -0.09% | -0.76% | +0.70% | -0.67% | +0.09% | -0.80% | +0.71% | +0.30% | -0.37% | +0.05% | +1.44% | +0.59% | +1.16% |
| 2021 | +0.52% | +0.17% | -0.47% | +0.26% | -0.12% | +0.28% | -0.13% | -0.11% | +0.25% | +0.14% | -0.53% | +0.43% | +0.69% |
| 2020 | +0.13% | -0.43% | -3.24% | +1.84% | -0.11% | +0.90% | +0.43% | -0.17% | -0.25% | +0.21% | +0.74% | +0.33% | +0.31% |
| 2019 | +0.68% | +0.65% | +0.44% | +0.33% | -0.35% | +0.49% | +0.65% | -0.07% | +0.48% | +0.09% | +0.69% | +0.47% | +4.65% |
| 2018 | +0.02% | -0.19% | -0.39% | +0.57% | -0.14% | -0.03% | +0.65% | +0.08% | +0.44% | -0.67% | +0.18% | -0.31% | +0.18% |
| 2017 | -0.15% | +0.06% | +0.24% | -0.08% | -0.12% | +0.41% | +0.37% | -0.00977% | +0.34% | +0.65% | -0.05% | +0.92% | +2.62% |
Drawdown analysis of AGZD (WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND)
The maximum drawdown for the AGZD was -8.45%, occurring on Mar 20, 2020. Recovery took 180 trading sessions.
The current AGZD drawdown is -0.21%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.45% | Feb 20, 2020 | 21 | Mar 20, 2020 | 180 | Dec 4, 2020 | 201 |
| -4.55% | Apr 8, 2014 | 465 | Feb 11, 2016 | 255 | Feb 15, 2017 | 720 |
| -2.23% | Apr 6, 2022 | 60 | Jul 5, 2022 | 97 | Nov 18, 2022 | 157 |
| -1.88% | Feb 22, 2023 | 17 | Mar 17, 2023 | 53 | Jun 2, 2023 | 70 |
| -1.72% | Mar 3, 2025 | 25 | Apr 7, 2025 | 35 | May 28, 2025 | 60 |
| -1.53% | Nov 10, 2021 | 79 | Mar 7, 2022 | 21 | Apr 5, 2022 | 100 |
| -1.38% | Feb 12, 2014 | 6 | Feb 21, 2014 | 8 | Mar 5, 2014 | 14 |
| -1.02% | Sep 18, 2018 | 73 | Jan 3, 2019 | 28 | Feb 13, 2019 | 101 |
| -1.00% | Jan 13, 2023 | 3 | Jan 19, 2023 | 18 | Feb 14, 2023 | 21 |
| -0.95% | Feb 2, 2018 | 7 | Feb 13, 2018 | 108 | Jul 19, 2018 | 115 |
| -0.89% | Sep 21, 2023 | 12 | Oct 9, 2023 | 20 | Nov 6, 2023 | 32 |
| -0.89% | Jan 8, 2025 | 6 | Jan 17, 2025 | 29 | Mar 3, 2025 | 35 |
| -0.87% | Jun 11, 2025 | 10 | Jun 26, 2025 | 7 | Jul 8, 2025 | 17 |
| -0.79% | Mar 1, 2021 | 20 | Mar 29, 2021 | 142 | Oct 19, 2021 | 162 |
| -0.76% | Nov 27, 2023 | 2 | Nov 29, 2023 | 8 | Dec 11, 2023 | 10 |
| -0.76% | May 6, 2019 | 21 | Jun 5, 2019 | 18 | Jul 1, 2019 | 39 |
| -0.73% | Dec 23, 2024 | 6 | Jan 2, 2025 | 4 | Jan 8, 2025 | 10 |
| -0.73% | Oct 29, 2025 | 17 | Nov 21, 2025 | 5 | Dec 1, 2025 | 22 |
| -0.72% | Jun 28, 2024 | 5 | Jul 8, 2024 | 27 | Aug 14, 2024 | 32 |
| -0.70% | Jan 8, 2014 | 10 | Jan 23, 2014 | 14 | Feb 12, 2014 | 24 |
| -0.67% | Sep 20, 2024 | 1 | Sep 23, 2024 | 5 | Sep 30, 2024 | 6 |
| -0.66% | Jan 22, 2018 | 2 | Jan 24, 2018 | 7 | Feb 2, 2018 | 9 |
| -0.63% | Feb 24, 2026 | 4 | Mar 2, 2026 | 5 | Mar 9, 2026 | 9 |
| -0.61% | Mar 1, 2019 | 3 | Mar 6, 2019 | 17 | Mar 29, 2019 | 20 |
| -0.60% | Feb 15, 2017 | 5 | Feb 23, 2017 | 4 | Mar 1, 2017 | 9 |