Performance analysis of AIVI (WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND)
Annual Return
Over the past 3 years, AIVI has had an average annual return of +18.41%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, AIVI has had an average annual return of +9.96%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, AIVI has had an average annual return of +8.64%, underperforming the benchmark SPY, which returned +15.45% annual.
Since Jun 16, 2006, AIVI has had an average annual return of +5.23%, underperforming the benchmark SPY, which returned +11.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.42% | +38.72% | +2.07% | +18.09% | -9.81% | +9.33% | -1.34% | +17.56% | -9.23% | +20.62% | +2.15% | -8.13% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -5.46% | +18.46% | +11.22% | -6.45% | +5.63% | +33.25% | -45.08% | +12.41% | +27.29% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5% | +6.51% | -6.79% | +4.42% | +1.61% | -1.07% | +9.42% | ||||||
| 2025 | +4.17% | +3.21% | +3.81% | +5.35% | +3.76% | +2.84% | -0.58% | +4.70% | -0.32% | -0.51% | +3.30% | +3.68% | +38.72% |
| 2024 | -1.26% | +0.27% | +2.89% | -2.66% | +4.53% | -3.03% | +5.45% | +3.60% | +2.56% | -5.42% | -0.95% | -3.24% | +2.07% |
| 2023 | +8.15% | -1.29% | +1.74% | +4.29% | -5.14% | +3.98% | +3.17% | -3.52% | -2.34% | -2.69% | +6.76% | +4.65% | +18.09% |
| 2022 | +0.66% | -3.92% | -0.45% | -3.90% | +2.93% | -8.49% | +2.78% | -5.82% | -10.43% | +5.49% | +13.93% | -0.70% | -9.81% |
| 2021 | +0.72% | +2.26% | +2.93% | +1.47% | +3% | -1.35% | +0.70% | -0.76% | -3.28% | +1.31% | -3.11% | +5.44% | +9.33% |
| 2020 | -3.15% | -8.96% | -15.73% | +6.55% | +3.43% | +3.73% | +0.43% | +4.08% | -1.94% | -4.84% | +13.65% | +4.78% | -1.34% |
| 2019 | +6.31% | +1.26% | +1.77% | +0.75% | -4.78% | +5.59% | -2.09% | -1.40% | +2.99% | +3.29% | +0.28% | +2.85% | +17.56% |
| 2018 | +5.33% | -5.69% | +1.09% | +2.28% | -3.06% | -1.08% | +3.58% | -3.39% | +1.36% | -5.74% | +0.23% | -3.83% | -9.23% |
| 2017 | +2.88% | +0.66% | +3.31% | +0.18% | +5.19% | -0.97% | +2.67% | +0.43% | +2.14% | +0.98% | +0.77% | +0.81% | +20.62% |
Drawdown analysis of AIVI (WISDOMTREE INTERNATIONAL AI ENHANCED VALUE FUND)
The maximum drawdown for the AIVI was -65.93%, occurring on Mar 9, 2009. Recovery took 2713 trading sessions.
The current AIVI drawdown is -2.68%.
Since Jun 16, 2006 AIVI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.93% | Oct 31, 2007 | 339 | Mar 9, 2009 | 2713 | Dec 16, 2019 | 3052 |
| -35.42% | Jan 17, 2020 | 44 | Mar 23, 2020 | 200 | Jan 6, 2021 | 244 |
| -28.07% | Jan 14, 2022 | 186 | Oct 12, 2022 | 187 | Jul 13, 2023 | 373 |
| -13.87% | Jul 19, 2007 | 20 | Aug 16, 2007 | 31 | Oct 1, 2007 | 51 |
| -11.71% | Sep 27, 2024 | 71 | Jan 10, 2025 | 36 | Mar 5, 2025 | 107 |
| -11.42% | Mar 19, 2025 | 14 | Apr 8, 2025 | 9 | Apr 22, 2025 | 23 |
| -10.92% | Feb 25, 2026 | 17 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -10.43% | Jul 26, 2023 | 66 | Oct 27, 2023 | 33 | Dec 14, 2023 | 99 |
| -8.43% | Jun 14, 2021 | 119 | Dec 1, 2021 | 29 | Jan 12, 2022 | 148 |
| -8.14% | Feb 26, 2007 | 5 | Mar 5, 2007 | 20 | Apr 2, 2007 | 25 |
| -5.15% | Jul 11, 2006 | 4 | Jul 17, 2006 | 9 | Jul 28, 2006 | 13 |
| -4.85% | Jun 4, 2007 | 3 | Jun 7, 2007 | 21 | Jul 9, 2007 | 24 |
| -4.81% | May 17, 2024 | 19 | Jun 14, 2024 | 18 | Jul 12, 2024 | 37 |
| -4.60% | Jul 31, 2024 | 3 | Aug 5, 2024 | 9 | Aug 16, 2024 | 12 |
| -4.37% | Nov 12, 2025 | 6 | Nov 20, 2025 | 5 | Nov 28, 2025 | 11 |
| -4.35% | Mar 27, 2024 | 13 | Apr 16, 2024 | 17 | May 9, 2024 | 30 |
| -4.33% | Aug 22, 2025 | 23 | Sep 25, 2025 | 34 | Nov 12, 2025 | 57 |
| -3.92% | Jan 26, 2021 | 3 | Jan 29, 2021 | 11 | Feb 16, 2021 | 14 |
| -3.79% | Jul 23, 2025 | 6 | Jul 31, 2025 | 8 | Aug 12, 2025 | 14 |
| -3.62% | Dec 27, 2023 | 32 | Feb 13, 2024 | 16 | Mar 7, 2024 | 48 |
| -3.56% | Aug 21, 2006 | 4 | Aug 25, 2006 | 22 | Sep 27, 2006 | 26 |
| -3.06% | Oct 12, 2007 | 6 | Oct 22, 2007 | 4 | Oct 26, 2007 | 10 |
| -2.98% | May 7, 2007 | 3 | May 10, 2007 | 6 | May 18, 2007 | 9 |
| -2.79% | Feb 24, 2021 | 6 | Mar 4, 2021 | 6 | Mar 12, 2021 | 12 |
| -2.71% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |