Performance analysis of EPS (WISDOMTREE U.S. LARGECAP FUND)
Annual Return
Over the past 3 years, EPS has had an average annual return of +19.39%, outperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, EPS has had an average annual return of +12.48%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, EPS has had an average annual return of +14.40%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Feb 23, 2007, EPS has had an average annual return of +10.31%, underperforming the benchmark SPY, which returned +10.79% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.31% | +17.41% | +23.97% | +22.81% | -15.84% | +27.46% | +11.94% | +32.54% | -7.50% | +22.73% | +13.77% | -1.57% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +13.59% | +32.98% | +14.59% | +3.63% | +13.26% | +27.22% | -36.65% | +2.94% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.72% | -0.97% | -4.30% | +10.31% | +5.07% | -1.17% | -0.10% | +10.31% | |||||
| 2025 | +3.77% | -1.24% | -5.15% | -2.03% | +5.44% | +4.91% | +2.30% | +2.52% | +3.03% | +1.70% | +1.24% | +0.17% | +17.41% |
| 2024 | +1.76% | +4.81% | +4.03% | -3.83% | +4.30% | +2.76% | +1.77% | +2.14% | +1.93% | -0.38% | +6.25% | -3.35% | +23.97% |
| 2023 | +6.08% | -2.65% | +2.27% | +1.83% | -0.67% | +6.14% | +4.09% | -1.81% | -3.72% | -2.75% | +8.08% | +4.73% | +22.81% |
| 2022 | -3.95% | -2.94% | +3.36% | -8.42% | +1.04% | -8.38% | +7.94% | -3.54% | -9.13% | +8.57% | +5.86% | -5.25% | -15.84% |
| 2021 | -0.82% | +2.84% | +6.26% | +4.36% | +1.46% | +1.08% | +2.06% | +2.80% | -4.75% | +5.74% | -1.46% | +5.54% | +27.46% |
| 2020 | -1.55% | -8.78% | -14.11% | +12.38% | +4.37% | +1.18% | +4.34% | +6.53% | -3.45% | -2.26% | +12.22% | +3.89% | +11.94% |
| 2019 | +8.58% | +3.04% | +1.16% | +4.59% | -7.67% | +7.62% | +2.50% | -2.73% | +2.85% | +2.65% | +3.95% | +2.97% | +32.54% |
| 2018 | +4.73% | -3.68% | -2.77% | -0.63% | +1.99% | +0.15% | +3.65% | +2.67% | +0.51% | -5.57% | +1.33% | -9.20% | -7.50% |
| 2017 | +1.17% | +4.85% | -0.17% | +0.94% | +0.82% | +0.93% | +2.30% | +0.53% | +2.02% | +2.47% | +3.99% | +0.93% | +22.73% |
Drawdown analysis of EPS (WISDOMTREE U.S. LARGECAP FUND)
The maximum drawdown for the EPS was -54.41%, occurring on Mar 6, 2009. Recovery took 762 trading sessions.
The current EPS drawdown is -1.79%.
Since Feb 23, 2007 EPS 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: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.41% | Oct 10, 2007 | 353 | Mar 6, 2009 | 762 | Mar 14, 2012 | 1115 |
| -35.79% | Feb 12, 2020 | 27 | Mar 23, 2020 | 114 | Sep 2, 2020 | 141 |
| -23.56% | Jan 4, 2022 | 186 | Sep 30, 2022 | 302 | Dec 13, 2023 | 488 |
| -18.98% | Sep 20, 2018 | 65 | Dec 24, 2018 | 71 | Apr 8, 2019 | 136 |
| -17.65% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -15.09% | May 18, 2015 | 186 | Feb 11, 2016 | 106 | Jul 14, 2016 | 292 |
| -10.72% | Apr 2, 2012 | 43 | Jun 4, 2012 | 55 | Aug 21, 2012 | 98 |
| -10.31% | Jul 13, 2007 | 23 | Aug 15, 2007 | 38 | Oct 9, 2007 | 61 |
| -10.19% | Jan 26, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -8.98% | Sep 2, 2020 | 14 | Sep 23, 2020 | 33 | Nov 9, 2020 | 47 |
| -8.39% | Feb 2, 2026 | 39 | Mar 30, 2026 | 10 | Apr 14, 2026 | 49 |
| -7.83% | May 3, 2019 | 19 | May 31, 2019 | 21 | Jul 1, 2019 | 40 |
| -7.82% | Jul 16, 2024 | 14 | Aug 5, 2024 | 19 | Aug 30, 2024 | 33 |
| -7.47% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -7.30% | Sep 14, 2012 | 42 | Nov 15, 2012 | 31 | Jan 2, 2013 | 73 |
| -6.89% | Jul 26, 2019 | 13 | Aug 14, 2019 | 21 | Sep 13, 2019 | 34 |
| -5.91% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.46% | Feb 23, 2007 | 13 | Mar 14, 2007 | 18 | Apr 10, 2007 | 31 |
| -5.35% | Dec 29, 2014 | 12 | Jan 15, 2015 | 21 | Feb 17, 2015 | 33 |
| -5.10% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.04% | Sep 2, 2021 | 19 | Sep 30, 2021 | 15 | Oct 21, 2021 | 34 |
| -4.72% | Dec 3, 2014 | 9 | Dec 16, 2014 | 5 | Dec 23, 2014 | 14 |
| -4.67% | Dec 6, 2024 | 22 | Jan 10, 2025 | 8 | Jan 23, 2025 | 30 |
| -4.51% | Sep 13, 2019 | 13 | Oct 2, 2019 | 13 | Oct 21, 2019 | 26 |
| -4.48% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |