Performance analysis of EZM (WISDOMTREE U.S. MIDCAP FUND)
Annual Return
Over the past 3 years, EZM has had an average annual return of +14.56%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, EZM has had an average annual return of +8.59%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, EZM has had an average annual return of +11.12%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Feb 23, 2007, EZM has had an average annual return of +9.62%, underperforming the benchmark SPY, which returned +10.83% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.03% | +8.43% | +10.30% | +19.68% | -12.24% | +30.99% | +5.49% | +24.49% | -12.34% | +17.37% | +19.80% | -4.77% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +8.39% | +40.23% | +17.74% | +0.93% | +25.59% | +50.24% | -35.12% | -6.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.43% | +2.40% | -4.73% | +7.66% | +1.18% | +2.84% | +13.03% | ||||||
| 2025 | +3.49% | -3.37% | -4.37% | -3.98% | +4.86% | +3.36% | +1.42% | +5.68% | -0.09% | -1.58% | +3.36% | +0.02% | +8.43% |
| 2024 | -2.39% | +3.70% | +5.35% | -6.08% | +3.74% | -2.47% | +8.05% | -1.04% | +1.19% | -1.35% | +9.98% | -7.27% | +10.30% |
| 2023 | +11.19% | -2.15% | -5.73% | -0.89% | -3.20% | +11.35% | +4.77% | -2.87% | -5.48% | -6.11% | +9.61% | +10.33% | +19.68% |
| 2022 | -5.19% | +1.95% | +0.78% | -6.97% | +2.18% | -11.22% | +9.79% | -2.91% | -9.85% | +11.12% | +6.47% | -6.10% | -12.24% |
| 2021 | +1.40% | +8.78% | +6.30% | +3.99% | +1.45% | -2.21% | +0.50% | +2.36% | -2.97% | +4.36% | -1.84% | +5.91% | +30.99% |
| 2020 | -3.71% | -10.56% | -26.62% | +15.10% | +5.85% | +1.56% | +3.90% | +4.79% | -3.22% | +3.30% | +16.76% | +6.14% | +5.49% |
| 2019 | +12.37% | +4.42% | -2.01% | +4.27% | -9.43% | +8.02% | +0.40% | -4.88% | +3.72% | +1.85% | +3.09% | +2.07% | +24.49% |
| 2018 | +2.82% | -5.22% | +0.21% | -0.26% | +3.39% | +1.04% | +2.22% | +3.19% | -2.02% | -9.02% | +3.03% | -11.09% | -12.34% |
| 2017 | +1.39% | +1.93% | +0.05% | +1.27% | -1.51% | +2% | +0.95% | -1.11% | +4.49% | +1.82% | +4.27% | +0.72% | +17.37% |
Drawdown analysis of EZM (WISDOMTREE U.S. MIDCAP FUND)
The maximum drawdown for the EZM was -59.56%, occurring on Mar 6, 2009. Recovery took 421 trading sessions.
Since Feb 23, 2007 EZM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 7 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.56% | Jun 4, 2007 | 443 | Mar 6, 2009 | 421 | Nov 4, 2010 | 864 |
| -47.26% | Jan 16, 2020 | 45 | Mar 23, 2020 | 172 | Nov 24, 2020 | 217 |
| -25.67% | Jul 7, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -23.53% | Nov 25, 2024 | 90 | Apr 8, 2025 | 167 | Dec 5, 2025 | 257 |
| -23.14% | Aug 29, 2018 | 80 | Dec 24, 2018 | 234 | Nov 27, 2019 | 314 |
| -22.42% | Jan 4, 2022 | 182 | Sep 26, 2022 | 307 | Dec 14, 2023 | 489 |
| -21.08% | Jun 23, 2015 | 161 | Feb 11, 2016 | 134 | Aug 23, 2016 | 295 |
| -14.98% | Mar 19, 2012 | 53 | Jun 4, 2012 | 72 | Sep 14, 2012 | 125 |
| -11.29% | Jul 3, 2014 | 70 | Oct 13, 2014 | 30 | Nov 24, 2014 | 100 |
| -9.53% | Jan 26, 2018 | 9 | Feb 8, 2018 | 111 | Jul 19, 2018 | 120 |
| -8.77% | Jul 31, 2024 | 3 | Aug 5, 2024 | 39 | Sep 30, 2024 | 42 |
| -8.70% | Feb 10, 2026 | 27 | Mar 20, 2026 | 19 | Apr 17, 2026 | 46 |
| -8.33% | May 7, 2021 | 49 | Jul 19, 2021 | 62 | Oct 14, 2021 | 111 |
| -7.83% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -7.73% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -7.29% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -7.06% | Sep 14, 2012 | 42 | Nov 15, 2012 | 17 | Dec 11, 2012 | 59 |
| -6.95% | Jan 22, 2014 | 8 | Feb 3, 2014 | 14 | Feb 24, 2014 | 22 |
| -6.89% | Feb 23, 2007 | 13 | Mar 14, 2007 | 22 | Apr 16, 2007 | 35 |
| -6.48% | Sep 7, 2016 | 41 | Nov 3, 2016 | 6 | Nov 11, 2016 | 47 |
| -6.22% | Mar 15, 2021 | 7 | Mar 24, 2021 | 12 | Apr 12, 2021 | 19 |
| -5.96% | Dec 29, 2014 | 12 | Jan 15, 2015 | 19 | Feb 12, 2015 | 31 |
| -5.49% | May 21, 2013 | 23 | Jun 24, 2013 | 9 | Jul 8, 2013 | 32 |
| -5.46% | Aug 1, 2013 | 21 | Aug 30, 2013 | 11 | Sep 17, 2013 | 32 |
| -5.19% | Feb 17, 2011 | 18 | Mar 16, 2011 | 10 | Mar 30, 2011 | 28 |