Performance analysis of GTR (WISDOMTREE TARGET RANGE FUND)
Annual Return
Over the past 3 years, GTR has had an average annual return of +12.76%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Oct 7, 2021, GTR has had an average annual return of +5%, underperforming the benchmark SPY, which returned +14.03% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.59% | +12.87% | +8.41% | +12.44% | -19.07% | +3.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.54% | +0.85% | -3.43% | +5.85% | +2.42% | +0.30% | +8.59% | ||||||
| 2025 | +1.71% | -0.56% | -2.75% | +0.04% | +3.68% | +2.53% | +0.53% | +2.84% | +2.57% | +1.34% | -0.04% | +0.45% | +12.87% |
| 2024 | -1.28% | +2.80% | +1.87% | -1.98% | +3.11% | +1.57% | +1.23% | +1.42% | +1% | -1.46% | +4.19% | -4.05% | +8.41% |
| 2023 | +2.88% | -1.69% | +0.97% | +0.82% | -0.72% | +4.37% | +2.31% | -1.91% | -3.38% | -3.07% | +7.36% | +4.46% | +12.44% |
| 2022 | -5.84% | -1.61% | +1.49% | -5.25% | -0.13% | -5.90% | +3.36% | -2.41% | -3.86% | +2.03% | +1.66% | -3.91% | -19.07% |
| 2021 | +3.26% | -2.42% | +2.99% | +3.77% |
Drawdown analysis of GTR (WISDOMTREE TARGET RANGE FUND)
The maximum drawdown for the GTR was -21.44%, occurring on Mar 15, 2023. Recovery took 415 trading sessions.
Since Oct 7, 2021 GTR has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.44% | Nov 8, 2021 | 338 | Mar 15, 2023 | 415 | Nov 6, 2024 | 753 |
| -12.87% | Dec 6, 2024 | 82 | Apr 8, 2025 | 59 | Jul 3, 2025 | 141 |
| -5.97% | Feb 25, 2026 | 23 | Mar 30, 2026 | 10 | Apr 14, 2026 | 33 |
| -5.12% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -2.91% | Nov 11, 2024 | 4 | Nov 15, 2024 | 10 | Dec 2, 2024 | 14 |
| -2.60% | Dec 11, 2025 | 4 | Dec 17, 2025 | 5 | Dec 24, 2025 | 9 |
| -2.48% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -2.44% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -1.67% | Jan 12, 2026 | 5 | Jan 20, 2026 | 5 | Jan 27, 2026 | 10 |
| -1.65% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -1.49% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.04% | Dec 24, 2025 | 4 | Dec 31, 2025 | 2 | Jan 5, 2026 | 6 |
| -1.02% | Aug 22, 2025 | 6 | Sep 2, 2025 | 3 | Sep 5, 2025 | 9 |
| -0.94% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -0.93% | Jul 10, 2025 | 3 | Jul 15, 2025 | 5 | Jul 22, 2025 | 8 |
| -0.91% | Feb 11, 2026 | 1 | Feb 12, 2026 | 8 | Feb 25, 2026 | 9 |
| -0.89% | Oct 25, 2021 | 2 | Oct 27, 2021 | 1 | Oct 28, 2021 | 3 |
| -0.85% | Jul 3, 2025 | 1 | Jul 7, 2025 | 3 | Jul 10, 2025 | 4 |
| -0.85% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.84% | Oct 7, 2021 | 3 | Oct 12, 2021 | 3 | Oct 15, 2021 | 6 |
| -0.84% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -0.67% | Oct 20, 2025 | 2 | Oct 22, 2025 | 2 | Oct 24, 2025 | 4 |
| -0.58% | May 6, 2026 | 1 | May 7, 2026 | 5 | May 14, 2026 | 6 |
| -0.40% | May 1, 2026 | 1 | May 4, 2026 | 1 | May 5, 2026 | 2 |
| -0.35% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |