Performance analysis of EES (WISDOMTREE U.S. SMALLCAP FUND)
Annual Return
Over the past 3 years, EES has had an average annual return of +14.70%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EES has had an average annual return of +9.06%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EES has had an average annual return of +10.90%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Feb 23, 2007, EES has had an average annual return of +8.89%, underperforming the benchmark SPY, which returned +10.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +19.55% | +7% | +9.88% | +18.52% | -16.18% | +34.37% | +3% | +21.69% | -10.10% | +12.41% | +30.32% | -7.18% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +2.38% | +45.22% | +15.13% | -1.88% | +26.95% | +48.71% | -32.41% | -15.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.58% | +0.30% | -2.62% | +9.36% | +1.14% | +5.98% | -0.17% | +19.55% | |||||
| 2025 | +2.24% | -5.75% | -5.80% | -4.57% | +5.71% | +3.84% | +1.16% | +8.69% | +0.08% | -1.77% | +2.55% | +1.51% | +7% |
| 2024 | -5.16% | +2.94% | +3.35% | -6.42% | +4.33% | -3.25% | +13.58% | -1.87% | +0.77% | -1.27% | +11.73% | -6.94% | +9.88% |
| 2023 | +11.48% | -2.51% | -6.38% | -2.71% | -2.19% | +9.35% | +7.39% | -5.11% | -4.90% | -6.06% | +9.20% | +12.60% | +18.52% |
| 2022 | -6.46% | +0.77% | -1.01% | -7.53% | +2.12% | -8.96% | +9.99% | -3.56% | -9.84% | +12.87% | +3.75% | -6.71% | -16.18% |
| 2021 | +4.55% | +9.02% | +6.98% | +1.62% | +3.74% | -0.87% | -2.13% | +1.99% | -1.64% | +3.87% | -0.88% | +4.31% | +34.37% |
| 2020 | -8.27% | -11.06% | -28.37% | +17.82% | +4.56% | +3.53% | +2.96% | +7.35% | -4.49% | +2.81% | +18.04% | +7.86% | +3% |
| 2019 | +12.33% | +4.70% | -3.93% | +4.46% | -11.26% | +7.62% | +0.17% | -6.37% | +6.18% | +2.33% | +2.83% | +3.04% | +21.69% |
| 2018 | +2.18% | -4.70% | +1.55% | +0.95% | +5.60% | +2.12% | +2.10% | +3.06% | -1.86% | -9.09% | +0.14% | -11.17% | -10.10% |
| 2017 | -1.55% | +0.89% | -0.07% | +1.86% | -3.20% | +3.62% | +0% | -1.80% | +8.69% | +1.29% | +3.64% | -1.06% | +12.41% |
Drawdown analysis of EES (WISDOMTREE U.S. SMALLCAP FUND)
The maximum drawdown for the EES was -63.65%, occurring on Mar 9, 2009. Recovery took 420 trading sessions.
The current EES drawdown is -1.12%.
Since Feb 23, 2007 EES has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 6 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -63.65% | Jun 4, 2007 | 444 | Mar 9, 2009 | 420 | Nov 4, 2010 | 864 |
| -50.52% | Aug 27, 2018 | 394 | Mar 23, 2020 | 200 | Jan 6, 2021 | 594 |
| -27.15% | Nov 25, 2024 | 90 | Apr 8, 2025 | 170 | Dec 10, 2025 | 260 |
| -26.14% | Jul 7, 2011 | 61 | Oct 3, 2011 | 83 | Feb 1, 2012 | 144 |
| -25.81% | Nov 12, 2021 | 221 | Sep 30, 2022 | 448 | Jul 16, 2024 | 669 |
| -24.93% | Jun 23, 2015 | 161 | Feb 11, 2016 | 190 | Nov 10, 2016 | 351 |
| -14.91% | Mar 26, 2012 | 48 | Jun 4, 2012 | 71 | Sep 13, 2012 | 119 |
| -12.40% | Jul 3, 2014 | 70 | Oct 13, 2014 | 88 | Feb 19, 2015 | 158 |
| -11.26% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -10.22% | Jul 31, 2024 | 3 | Aug 5, 2024 | 32 | Sep 19, 2024 | 35 |
| -10.15% | Jun 8, 2021 | 28 | Jul 19, 2021 | 74 | Nov 1, 2021 | 102 |
| -9.04% | Apr 29, 2011 | 30 | Jun 13, 2011 | 17 | Jul 7, 2011 | 47 |
| -8.69% | Jan 22, 2018 | 13 | Feb 8, 2018 | 68 | May 17, 2018 | 81 |
| -8.15% | Mar 12, 2021 | 8 | Mar 24, 2021 | 31 | May 7, 2021 | 39 |
| -8.10% | Dec 31, 2013 | 24 | Feb 5, 2014 | 18 | Mar 4, 2014 | 42 |
| -7.98% | Feb 6, 2026 | 29 | Mar 20, 2026 | 16 | Apr 14, 2026 | 45 |
| -7.87% | Feb 23, 2007 | 6 | Mar 5, 2007 | 46 | May 9, 2007 | 52 |
| -7.40% | Feb 3, 2012 | 21 | Mar 6, 2012 | 14 | Mar 26, 2012 | 35 |
| -6.93% | Feb 18, 2011 | 17 | Mar 16, 2011 | 11 | Mar 31, 2011 | 28 |
| -6.90% | Apr 2, 2014 | 30 | May 15, 2014 | 32 | Jul 1, 2014 | 62 |
| -6.47% | Jul 25, 2017 | 18 | Aug 18, 2017 | 22 | Sep 20, 2017 | 40 |
| -6.26% | Jan 4, 2017 | 53 | Mar 22, 2017 | 24 | Apr 26, 2017 | 77 |
| -5.65% | Mar 15, 2013 | 23 | Apr 18, 2013 | 11 | May 3, 2013 | 34 |
| -5.26% | Apr 26, 2017 | 15 | May 17, 2017 | 32 | Jul 3, 2017 | 47 |
| -5.00% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |