Performance analysis of UNIY (WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND)
Annual Return
Over the past 3 years, UNIY has had an average annual return of +4.24%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Feb 7, 2023, UNIY has had an average annual return of +3.75%, underperforming the benchmark SPY, which returned +20.16% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.06% | +7.36% | +1.85% | +3.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.27% | +1.33% | -1.68% | +0.24% | +0.46% | +0.31% | -0.96% | -0.06% | |||||
| 2025 | +0.47% | +2.11% | -0.16% | +0.31% | -0.40% | +1.52% | +0.02% | +1.15% | +1.16% | +0.64% | +0.58% | -0.25% | +7.36% |
| 2024 | -0.25% | -1.16% | +1% | -2.40% | +1.55% | +0.86% | +2.14% | +1.55% | +1.50% | -2.44% | +1.28% | -1.64% | +1.85% |
| 2023 | -1.90% | +2.43% | +0.58% | -1.09% | -0.07% | +0.15% | -0.54% | -2.31% | -1.44% | +4.54% | +3.75% | +3.91% |
Drawdown analysis of UNIY (WISDOMTREE VOYA YIELD ENHANCED USD UNIVERSAL BOND FUND)
The maximum drawdown for the UNIY was -6.26%, occurring on Oct 19, 2023. Recovery took 34 trading sessions.
The current UNIY drawdown is -1.64%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.26% | Apr 5, 2023 | 136 | Oct 19, 2023 | 34 | Dec 7, 2023 | 170 |
| -4.39% | Sep 16, 2024 | 81 | Jan 13, 2025 | 111 | Jun 24, 2025 | 192 |
| -3.31% | Feb 1, 2024 | 51 | Apr 16, 2024 | 42 | Jun 14, 2024 | 93 |
| -2.69% | Feb 8, 2023 | 15 | Mar 2, 2023 | 14 | Mar 22, 2023 | 29 |
| -2.53% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.64% | Dec 27, 2023 | 18 | Jan 24, 2024 | 6 | Feb 1, 2024 | 24 |
| -1.18% | Jun 14, 2024 | 10 | Jul 1, 2024 | 4 | Jul 8, 2024 | 14 |
| -1.09% | Oct 28, 2025 | 6 | Nov 5, 2025 | 47 | Jan 14, 2026 | 53 |
| -1.01% | Jul 1, 2025 | 9 | Jul 15, 2025 | 10 | Jul 29, 2025 | 19 |
| -0.97% | Mar 24, 2023 | 2 | Mar 28, 2023 | 4 | Apr 3, 2023 | 6 |
| -0.91% | Aug 2, 2024 | 4 | Aug 8, 2024 | 4 | Aug 14, 2024 | 8 |
| -0.73% | Jul 17, 2024 | 5 | Jul 24, 2024 | 5 | Jul 31, 2024 | 10 |
| -0.70% | Sep 16, 2025 | 7 | Sep 25, 2025 | 12 | Oct 13, 2025 | 19 |
| -0.62% | Jan 14, 2026 | 3 | Jan 20, 2026 | 12 | Feb 5, 2026 | 15 |
| -0.51% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.49% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.46% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -0.38% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.30% | Aug 14, 2024 | 1 | Aug 15, 2024 | 2 | Aug 19, 2024 | 3 |
| -0.26% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.25% | Dec 14, 2023 | 2 | Dec 18, 2023 | 2 | Dec 20, 2023 | 4 |
| -0.24% | Feb 23, 2026 | 1 | Feb 24, 2026 | 2 | Feb 26, 2026 | 3 |
| -0.24% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.24% | Jun 26, 2025 | 1 | Jun 27, 2025 | 1 | Jun 30, 2025 | 2 |
| -0.18% | Aug 5, 2025 | 5 | Aug 12, 2025 | 1 | Aug 13, 2025 | 6 |