Performance analysis of HYZD (WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND)
Annual Return
Over the past 3 years, HYZD has had an average annual return of +9.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HYZD has had an average annual return of +6.23%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HYZD has had an average annual return of +5.57%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 18, 2013, HYZD has had an average annual return of +4.40%, underperforming the benchmark SPY, which returned +14.04% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.52% | +7.68% | +9.39% | +11.17% | -2.37% | +6.28% | -0.63% | +9.17% | -2.19% | +6.32% | +14.93% | -1.04% |
| 2014 | 2013 | ||||||||||
| -4.11% | -0.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.81% | -0.62% | -1.10% | +2.82% | +0.04% | +0.58% | +2.52% | ||||||
| 2025 | +1.84% | -0.65% | -1.24% | -0.39% | +3.01% | +1.25% | +0.37% | +0.82% | +0.71% | +0.42% | +0.55% | +0.78% | +7.68% |
| 2024 | +0.63% | +1.27% | +1.47% | +0.23% | +0.41% | +0.09% | +0.68% | +1.23% | +0.96% | +0.63% | +1.81% | -0.37% | +9.39% |
| 2023 | +2.27% | +0.12% | -0.44% | -0.29% | -0.38% | +3.38% | +1.98% | +0.26% | -0.26% | -0.28% | +2.81% | +1.55% | +11.17% |
| 2022 | -1.87% | -0.57% | +1.93% | -2.72% | +0.85% | -6.40% | +5.01% | -1.33% | -1.03% | +4.42% | +1.25% | -1.39% | -2.37% |
| 2021 | -0.19% | +3% | -0.38% | +0.48% | -0.02% | +1.23% | -0.36% | +0.89% | +0.33% | +0.20% | -1.52% | +2.53% | +6.28% |
| 2020 | +0.30% | -2.48% | -16.32% | +6.94% | +2.66% | -0.50% | +4.14% | +1.94% | -1.57% | +0.85% | +3.55% | +1.87% | -0.63% |
| 2019 | +3.79% | +1.60% | -0.25% | +1.92% | -1.68% | +1.39% | +0.47% | -0.39% | -0.07% | +0.19% | +0.40% | +1.55% | +9.17% |
| 2018 | +0.66% | -0.21% | -0.40% | +0.65% | +0.48% | +0.16% | +1.09% | +0.40% | +1.04% | -1.62% | -0.56% | -3.81% | -2.19% |
| 2017 | +0.67% | +0.88% | +0.09% | +0.21% | +0.86% | +0.52% | +0.72% | -0.55% | +1.43% | +0.66% | +0.10% | +0.58% | +6.32% |
Drawdown analysis of HYZD (WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND)
The maximum drawdown for the HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 234 trading sessions.
The current HYZD drawdown is -0.02%.
Since Dec 18, 2013 HYZD has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -25.66% | Feb 14, 2020 | 26 | Mar 24, 2020 | 234 | Feb 26, 2021 | 260 |
| -15.99% | Apr 10, 2014 | 466 | Feb 17, 2016 | 124 | Aug 12, 2016 | 590 |
| -8.98% | Apr 4, 2022 | 62 | Jul 5, 2022 | 133 | Jan 12, 2023 | 195 |
| -7.18% | Oct 3, 2018 | 58 | Dec 27, 2018 | 66 | Apr 3, 2019 | 124 |
| -5.85% | Jan 30, 2025 | 47 | Apr 8, 2025 | 24 | May 13, 2025 | 71 |
| -5.00% | Mar 6, 2023 | 14 | Mar 24, 2023 | 56 | Jun 14, 2023 | 70 |
| -4.81% | Jan 3, 2022 | 48 | Mar 14, 2022 | 15 | Apr 4, 2022 | 63 |
| -3.45% | Oct 25, 2016 | 13 | Nov 11, 2016 | 16 | Dec 6, 2016 | 29 |
| -2.67% | Jul 22, 2024 | 10 | Aug 5, 2024 | 11 | Aug 20, 2024 | 21 |
| -2.39% | Feb 2, 2023 | 12 | Feb 21, 2023 | 9 | Mar 6, 2023 | 21 |
| -2.37% | Jan 9, 2017 | 5 | Jan 17, 2017 | 68 | Apr 25, 2017 | 73 |
| -2.22% | May 3, 2019 | 20 | Jun 3, 2019 | 75 | Sep 18, 2019 | 95 |
| -2.14% | Jan 26, 2018 | 10 | Feb 9, 2018 | 42 | Apr 12, 2018 | 52 |
| -2.14% | Nov 11, 2021 | 10 | Nov 26, 2021 | 20 | Dec 27, 2021 | 30 |
| -1.99% | Sep 14, 2023 | 32 | Oct 30, 2023 | 4 | Nov 3, 2023 | 36 |
| -1.91% | Jan 22, 2026 | 47 | Mar 31, 2026 | 5 | Apr 8, 2026 | 52 |
| -1.75% | Feb 26, 2021 | 14 | Mar 18, 2021 | 27 | Apr 27, 2021 | 41 |
| -1.68% | Nov 7, 2019 | 17 | Dec 3, 2019 | 8 | Dec 13, 2019 | 25 |
| -1.58% | Sep 20, 2019 | 9 | Oct 3, 2019 | 13 | Oct 22, 2019 | 22 |
| -1.42% | Jul 6, 2021 | 9 | Jul 19, 2021 | 31 | Aug 31, 2021 | 40 |
| -1.38% | Jan 13, 2023 | 3 | Jan 19, 2023 | 10 | Feb 2, 2023 | 13 |
| -1.37% | Dec 20, 2016 | 5 | Dec 28, 2016 | 5 | Jan 5, 2017 | 10 |
| -1.35% | Jan 27, 2014 | 6 | Feb 4, 2014 | 19 | Mar 4, 2014 | 25 |
| -1.27% | Mar 20, 2024 | 19 | Apr 17, 2024 | 7 | Apr 26, 2024 | 26 |
| -1.21% | Jul 31, 2023 | 3 | Aug 3, 2023 | 7 | Aug 14, 2023 | 10 |