Performance analysis of AIVL (WISDOMTREE U.S. AI ENHANCED VALUE FUND)
Annual Return
Over the past 3 years, AIVL has had an average annual return of +12.77%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, AIVL has had an average annual return of +8.63%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, AIVL has had an average annual return of +8.09%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 16, 2006, AIVL has had an average annual return of +8.29%, underperforming the benchmark SPY, which returned +11.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.45% | +9.72% | +13.50% | +7.16% | -7.27% | +24.28% | -5.85% | +24.40% | -9.53% | +13.76% | +18.16% | -5.28% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +15.17% | +27.62% | +11.71% | +11.92% | +21.40% | +25.60% | -36.27% | -0.03% | +17.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.05% | +3.10% | -5.90% | +6.34% | +2.87% | +4.03% | -0.37% | +14.45% | |||||
| 2025 | +3.69% | +1.88% | -2.11% | -3.31% | +3.88% | +2.95% | -0.36% | +1.63% | +0.23% | -1.26% | +1.77% | +0.61% | +9.72% |
| 2024 | -0.21% | +2.04% | +4.74% | -3.93% | +3.60% | -0.92% | +6.19% | +3.74% | +1.77% | -1.97% | +5.09% | -6.57% | +13.50% |
| 2023 | +4.54% | -3.59% | -0.45% | +0.97% | -5.15% | +7.22% | +3.49% | -2.65% | -4.85% | -4.44% | +8.05% | +5.09% | +7.16% |
| 2022 | -2.50% | -0.78% | +1.53% | -4.61% | +2.89% | -8.29% | +6.43% | -3.75% | -9.58% | +9.77% | +6.59% | -3.20% | -7.27% |
| 2021 | +0.65% | +3.68% | +8.25% | +2.40% | +3% | -1.43% | -0.03% | +1.80% | -4.29% | +2.73% | -2.16% | +8.11% | +24.28% |
| 2020 | -3.31% | -10.10% | -19.00% | +12.18% | +2.03% | +0.71% | +2.84% | +2.73% | -2.26% | -2.08% | +11.94% | +2.52% | -5.85% |
| 2019 | +8.68% | +1.21% | +1.47% | +2.53% | -8.44% | +7.92% | +1.17% | -3.14% | +4.99% | +0.60% | +2.73% | +3.48% | +24.40% |
| 2018 | +2.98% | -4.37% | -2.17% | +1.11% | +1.30% | +1.18% | +3.26% | +1.40% | +0.37% | -5.93% | +1.28% | -9.50% | -9.53% |
| 2017 | +0.78% | +3.11% | -0.29% | -0.47% | +0.10% | +0.85% | +1.17% | -0.70% | +2.89% | +1.07% | +3.45% | +1.13% | +13.76% |
Drawdown analysis of AIVL (WISDOMTREE U.S. AI ENHANCED VALUE FUND)
The maximum drawdown for the AIVL was -62.45%, occurring on Mar 9, 2009. Recovery took 717 trading sessions.
The current AIVL drawdown is -1.36%.
Since Jun 16, 2006 AIVL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.45% | Oct 9, 2007 | 355 | Mar 9, 2009 | 717 | Jan 10, 2012 | 1072 |
| -41.15% | Jan 16, 2020 | 45 | Mar 23, 2020 | 240 | Mar 5, 2021 | 285 |
| -19.08% | Jan 4, 2022 | 186 | Sep 30, 2022 | 350 | Feb 23, 2024 | 536 |
| -19.07% | Sep 21, 2018 | 64 | Dec 24, 2018 | 211 | Oct 25, 2019 | 275 |
| -14.74% | Apr 23, 2015 | 187 | Jan 20, 2016 | 40 | Mar 17, 2016 | 227 |
| -14.48% | Nov 29, 2024 | 87 | Apr 8, 2025 | 57 | Jul 1, 2025 | 144 |
| -10.76% | Jan 26, 2018 | 44 | Apr 2, 2018 | 98 | Aug 20, 2018 | 142 |
| -9.98% | Jun 1, 2007 | 52 | Aug 15, 2007 | 38 | Oct 9, 2007 | 90 |
| -8.23% | Apr 2, 2012 | 42 | Jun 1, 2012 | 33 | Jul 19, 2012 | 75 |
| -7.85% | Mar 2, 2026 | 20 | Mar 30, 2026 | 25 | May 5, 2026 | 45 |
| -7.06% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -6.01% | Jun 11, 2021 | 120 | Dec 1, 2021 | 11 | Dec 16, 2021 | 131 |
| -5.86% | Feb 20, 2007 | 9 | Mar 5, 2007 | 30 | Apr 17, 2007 | 39 |
| -5.66% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.65% | Sep 5, 2014 | 26 | Oct 13, 2014 | 13 | Oct 30, 2014 | 39 |
| -5.37% | Dec 31, 2013 | 22 | Feb 3, 2014 | 14 | Feb 24, 2014 | 36 |
| -5.14% | Mar 28, 2024 | 13 | Apr 17, 2024 | 19 | May 14, 2024 | 32 |
| -4.94% | Sep 8, 2016 | 40 | Nov 3, 2016 | 12 | Nov 21, 2016 | 52 |
| -4.84% | Jun 23, 2016 | 2 | Jun 27, 2016 | 4 | Jul 1, 2016 | 6 |
| -4.81% | Aug 2, 2013 | 21 | Sep 3, 2013 | 11 | Sep 18, 2013 | 32 |
| -4.49% | Feb 24, 2015 | 11 | Mar 11, 2015 | 30 | Apr 23, 2015 | 41 |
| -4.42% | Apr 27, 2016 | 15 | May 18, 2016 | 12 | Jun 6, 2016 | 27 |
| -4.33% | Oct 21, 2025 | 22 | Nov 20, 2025 | 14 | Dec 11, 2025 | 36 |
| -4.21% | Dec 3, 2014 | 9 | Dec 16, 2014 | 3 | Dec 19, 2014 | 12 |
| -4.15% | Dec 29, 2014 | 22 | Jan 30, 2015 | 16 | Feb 24, 2015 | 38 |