Performance analysis of MTGP (WISDOMTREE MORTGAGE PLUS BOND FUND)
Annual Return
Over the past 3 years, MTGP has had an average annual return of +4.29%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MTGP has had an average annual return of +0.29%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Nov 14, 2019, MTGP has had an average annual return of +0.93%, underperforming the benchmark SPY, which returned +16.23% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.21% | +7.56% | +2.46% | +3.97% | -11.29% | -0.64% | +4.91% | +0.05% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.54% | +1.22% | -1.58% | +0.20% | +0.15% | -0.30% | +0.21% | ||||||
| 2025 | +0.27% | +2.29% | -0.21% | +0.73% | -0.79% | +2.34% | -1.24% | +1.60% | +0.97% | +0.90% | +0.46% | +0.05% | +7.56% |
| 2024 | +0.16% | -1.22% | +0.74% | -2.59% | +1.68% | +1.27% | +2.84% | +1.10% | +1.41% | -2.62% | +1.19% | -1.34% | +2.46% |
| 2023 | +2.51% | -2.44% | +1.88% | +0.33% | -0.41% | -0.81% | -0.27% | -0.44% | -2.47% | -1.76% | +4.43% | +3.62% | +3.97% |
| 2022 | -1.07% | -0.92% | -2.42% | -2.73% | +0.15% | -1.42% | +2.29% | -2.55% | -4.08% | -1.83% | +2.55% | +0.35% | -11.29% |
| 2021 | +0.39% | -0.98% | -0.18% | +0.39% | +0.14% | +0.11% | +0.55% | -0.03% | -0.54% | -0.24% | +0.16% | -0.41% | -0.64% |
| 2020 | +1.33% | +0.99% | -2.27% | +1.31% | +0.86% | +0.92% | +0.80% | +0.25% | +0.22% | -0.25% | +0.49% | +0.20% | +4.91% |
| 2019 | +0.17% | -0.12% | +0.05% |
Drawdown analysis of MTGP (WISDOMTREE MORTGAGE PLUS BOND FUND)
The maximum drawdown for the MTGP was -16.62%, occurring on Oct 25, 2023. Recovery took 495 trading sessions.
The current MTGP drawdown is -1.53%.
Since Nov 14, 2019 MTGP has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.62% | Aug 4, 2021 | 560 | Oct 25, 2023 | 495 | Oct 16, 2025 | 1055 |
| -4.97% | Mar 9, 2020 | 13 | Mar 26, 2020 | 68 | Jul 2, 2020 | 81 |
| -2.52% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.33% | Oct 28, 2025 | 6 | Nov 5, 2025 | 44 | Jan 9, 2026 | 50 |
| -1.24% | Feb 2, 2021 | 47 | Apr 12, 2021 | 78 | Aug 2, 2021 | 125 |
| -1.12% | Jan 14, 2026 | 3 | Jan 20, 2026 | 15 | Feb 10, 2026 | 18 |
| -0.64% | Dec 3, 2019 | 14 | Dec 23, 2019 | 13 | Jan 13, 2020 | 27 |
| -0.34% | Oct 1, 2020 | 21 | Oct 30, 2020 | 4 | Nov 5, 2020 | 25 |
| -0.33% | Nov 5, 2020 | 2 | Nov 9, 2020 | 9 | Nov 20, 2020 | 11 |
| -0.33% | Feb 13, 2026 | 2 | Feb 18, 2026 | 3 | Feb 23, 2026 | 5 |
| -0.32% | Jan 4, 2021 | 6 | Jan 12, 2021 | 6 | Jan 21, 2021 | 12 |
| -0.28% | Sep 3, 2020 | 9 | Sep 17, 2020 | 10 | Oct 1, 2020 | 19 |
| -0.25% | Oct 22, 2025 | 1 | Oct 23, 2025 | 2 | Oct 27, 2025 | 3 |
| -0.23% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.23% | Nov 20, 2019 | 5 | Nov 27, 2019 | 3 | Dec 3, 2019 | 8 |
| -0.21% | Aug 4, 2020 | 7 | Aug 13, 2020 | 12 | Aug 31, 2020 | 19 |
| -0.21% | Feb 10, 2020 | 2 | Feb 12, 2020 | 5 | Feb 20, 2020 | 7 |
| -0.20% | Jan 21, 2020 | 1 | Jan 22, 2020 | 2 | Jan 24, 2020 | 3 |
| -0.19% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |
| -0.17% | Feb 25, 2020 | 1 | Feb 26, 2020 | 2 | Feb 28, 2020 | 3 |
| -0.14% | Jan 31, 2020 | 3 | Feb 5, 2020 | 2 | Feb 7, 2020 | 5 |
| -0.13% | Dec 7, 2020 | 1 | Dec 8, 2020 | 10 | Dec 22, 2020 | 11 |
| -0.11% | Jul 23, 2020 | 2 | Jul 27, 2020 | 2 | Jul 29, 2020 | 4 |
| -0.10% | Nov 20, 2020 | 2 | Nov 24, 2020 | 3 | Nov 30, 2020 | 5 |
| -0.09% | Jan 9, 2026 | 1 | Jan 12, 2026 | 1 | Jan 13, 2026 | 2 |