Performance analysis of SHAG (WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND)
Annual Return
Over the past 3 years, SHAG has had an average annual return of +4.70%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SHAG has had an average annual return of +1.59%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Aug 24, 2017, SHAG has had an average annual return of +2.14%, underperforming the benchmark SPY, which returned +15.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.41% | +6.27% | +4.29% | +4.61% | -6.37% | -0.91% | +4.69% | +5.79% | +0.80% | -0.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.38% | +0.65% | -0.87% | +0.22% | +0.20% | -0.16% | +0.41% | ||||||
| 2025 | +0.54% | +0.93% | +0.49% | +0.59% | +0.19% | +0.89% | -0.20% | +1.09% | +0.40% | +0.40% | +0.55% | +0.24% | +6.27% |
| 2024 | +0.37% | -0.42% | +0.48% | -0.73% | +0.89% | +0.60% | +1.45% | +1.09% | +0.85% | -1.00% | +0.69% | -0.04% | +4.29% |
| 2023 | +1.33% | -1.38% | +1.67% | +0.37% | -0.42% | -0.34% | +0.37% | +0.17% | -0.42% | -0.05% | +1.67% | +1.59% | +4.61% |
| 2022 | -1.19% | -0.66% | -2.00% | -1.35% | +0.69% | -0.89% | +1.22% | -1.60% | -2.04% | -0.34% | +1.68% | +0.00967% | -6.37% |
| 2021 | -0.12% | -0.41% | -0.17% | +0.34% | +0.24% | -0.13% | +0.46% | -0.17% | -0.32% | -0.41% | -0.09% | -0.12% | -0.91% |
| 2020 | +1.09% | +0.95% | -1.76% | +1.90% | +0.99% | +0.45% | +0.35% | +0.10% | -0.00902% | -0.04% | +0.27% | +0.33% | +4.69% |
| 2019 | +1.03% | +0.17% | +1.06% | +0.18% | +0.86% | +0.83% | -0.03% | +1.09% | -0.10% | +0.39% | -0.09% | +0.27% | +5.79% |
| 2018 | -0.59% | -0.37% | +0.27% | -0.27% | +0.32% | +0.04% | -0.13% | +0.62% | -0.04% | -0.17% | +0.26% | +0.87% | +0.80% |
| 2017 | +0.10% | -0.23% | +0.08% | -0.28% | +0.22% | -0.11% |
Drawdown analysis of SHAG (WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND)
The maximum drawdown for the SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 447 trading sessions.
The current SHAG drawdown is -0.61%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.61% | Aug 3, 2021 | 307 | Oct 20, 2022 | 447 | Aug 2, 2024 | 754 |
| -5.80% | Mar 6, 2020 | 10 | Mar 20, 2020 | 42 | May 20, 2020 | 52 |
| -1.79% | Sep 5, 2017 | 177 | May 18, 2018 | 151 | Dec 24, 2018 | 328 |
| -1.38% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -1.23% | Sep 24, 2024 | 38 | Nov 15, 2024 | 46 | Jan 27, 2025 | 84 |
| -1.09% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -0.98% | Sep 4, 2019 | 7 | Sep 13, 2019 | 14 | Oct 3, 2019 | 21 |
| -0.86% | Feb 10, 2021 | 17 | Mar 8, 2021 | 92 | Jul 19, 2021 | 109 |
| -0.67% | May 27, 2025 | 1 | May 28, 2025 | 17 | Jun 23, 2025 | 18 |
| -0.59% | Oct 3, 2019 | 28 | Nov 12, 2019 | 14 | Dec 3, 2019 | 42 |
| -0.55% | Apr 30, 2025 | 10 | May 14, 2025 | 8 | May 27, 2025 | 18 |
| -0.52% | Jun 30, 2025 | 10 | Jul 15, 2025 | 13 | Aug 1, 2025 | 23 |
| -0.50% | Feb 5, 2025 | 5 | Feb 12, 2025 | 6 | Feb 21, 2025 | 11 |
| -0.39% | Jul 3, 2019 | 1 | Jul 5, 2019 | 19 | Aug 1, 2019 | 20 |
| -0.37% | Mar 27, 2019 | 15 | Apr 17, 2019 | 8 | Apr 30, 2019 | 23 |
| -0.36% | Oct 16, 2025 | 14 | Nov 5, 2025 | 12 | Nov 21, 2025 | 26 |
| -0.36% | Nov 26, 2025 | 8 | Dec 9, 2025 | 7 | Dec 18, 2025 | 15 |
| -0.33% | Aug 2, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
| -0.33% | Jan 3, 2019 | 2 | Jan 7, 2019 | 6 | Jan 15, 2019 | 8 |
| -0.31% | Sep 16, 2025 | 7 | Sep 25, 2025 | 4 | Oct 1, 2025 | 11 |
| -0.30% | Mar 10, 2025 | 5 | Mar 17, 2025 | 3 | Mar 20, 2025 | 8 |
| -0.27% | Dec 3, 2019 | 5 | Dec 10, 2019 | 12 | Dec 27, 2019 | 17 |
| -0.27% | Jan 31, 2020 | 3 | Feb 5, 2020 | 8 | Feb 18, 2020 | 11 |
| -0.26% | Sep 3, 2020 | 42 | Nov 3, 2020 | 13 | Nov 20, 2020 | 55 |
| -0.26% | Dec 31, 2020 | 7 | Jan 12, 2021 | 20 | Feb 10, 2021 | 27 |