Performance analysis of USDU (WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND)
Annual Return
Over the past 3 years, USDU has had an average annual return of +4.45%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, USDU has had an average annual return of +5.37%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, USDU has had an average annual return of +2.70%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Dec 18, 2013, USDU has had an average annual return of +3.18%, underperforming the benchmark SPY, which returned +14.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.67% | -3.13% | +14.54% | +3.10% | +7.70% | +4.08% | -5.44% | +1.54% | +5.40% | -7.44% | +2.23% | +7.60% |
| 2014 | 2013 | ||||||||||
| +9.52% | +0.44% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.09% | -0.43% | +3.63% | -1.56% | +0.92% | +0.26% | +1.67% | ||||||
| 2025 | +0.11% | -0.15% | -1.41% | -3.70% | -0.04% | -1.79% | +3.30% | -1.43% | +0.57% | +2.20% | +0.08% | -0.73% | -3.13% |
| 2024 | +2.66% | +0.93% | +0.69% | +2.10% | -0.67% | +1.96% | -0.70% | -1.04% | -0.34% | +3.36% | +1.75% | +3.09% | +14.54% |
| 2023 | -1.42% | +3.03% | -1.47% | +0.15% | +2.11% | -0.53% | -0.82% | +2.42% | +2.53% | +1.31% | -2.47% | -1.59% | +3.10% |
| 2022 | +0.81% | -0.30% | +1.07% | +4.01% | -1.13% | +2.54% | +0.64% | +2.53% | +3.40% | +0.13% | -4.49% | -1.46% | +7.70% |
| 2021 | +1.33% | +0.03% | +1.42% | -1.47% | -1.51% | +1.78% | +0.22% | +0.48% | +1.41% | -0.35% | +1.74% | -0.99% | +4.08% |
| 2020 | +1.38% | +1.56% | +2.98% | -0.17% | -1.49% | -0.75% | -3.22% | -1.69% | +1.49% | -0.68% | -2.39% | -2.39% | -5.44% |
| 2019 | -1.00% | +1.23% | +0.78% | +0.36% | +0.80% | -1.38% | +1.95% | +1.33% | +0.07% | -1.74% | +1.12% | -1.90% | +1.54% |
| 2018 | -3.39% | +1.67% | -0.75% | +1.58% | +2.81% | +0.83% | -0.68% | +1.37% | -0% | +2.88% | +0.03% | -0.91% | +5.40% |
| 2017 | -2.17% | +0.40% | -1.27% | -0.49% | -1.52% | -1.20% | -2.55% | +0.04% | +0.94% | +1.85% | -1.59% | -0.04% | -7.44% |
Drawdown analysis of USDU (WISDOMTREE BLOOMBERG U.S. DOLLAR BULLISH FUND)
The maximum drawdown for the USDU was -14.54%, occurring on Jan 6, 2021. Recovery took 426 trading sessions.
The current USDU drawdown is -2.48%.
Since Dec 18, 2013 USDU has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.54% | Mar 19, 2020 | 202 | Jan 6, 2021 | 426 | Sep 15, 2022 | 628 |
| -12.41% | Jan 3, 2017 | 282 | Feb 15, 2018 | 387 | Aug 30, 2019 | 669 |
| -9.25% | Sep 26, 2022 | 88 | Feb 1, 2023 | 179 | Oct 18, 2023 | 267 |
| -8.07% | Jan 22, 2016 | 69 | May 2, 2016 | 158 | Dec 14, 2016 | 227 |
| -7.74% | Jan 13, 2025 | 115 | Jun 30, 2025 | Ongoing | Ongoing | Ongoing |
| -6.50% | Mar 13, 2020 | 1 | Mar 16, 2020 | 1 | Mar 17, 2020 | 2 |
| -6.10% | Mar 13, 2015 | 44 | May 15, 2015 | 122 | Nov 6, 2015 | 166 |
| -4.21% | Oct 18, 2023 | 48 | Dec 27, 2023 | 59 | Mar 22, 2024 | 107 |
| -3.35% | Jan 17, 2014 | 113 | Jul 1, 2014 | 45 | Sep 4, 2014 | 158 |
| -3.13% | Jul 1, 2024 | 38 | Aug 23, 2024 | 37 | Oct 16, 2024 | 75 |
| -2.60% | Oct 1, 2019 | 63 | Dec 31, 2019 | 31 | Feb 14, 2020 | 94 |
| -2.58% | Feb 20, 2020 | 12 | Mar 9, 2020 | 4 | Mar 13, 2020 | 16 |
| -1.88% | Oct 3, 2014 | 9 | Oct 16, 2014 | 11 | Oct 31, 2014 | 20 |
| -1.60% | Nov 30, 2015 | 7 | Dec 9, 2015 | 18 | Jan 6, 2016 | 25 |
| -1.50% | Apr 30, 2024 | 11 | May 15, 2024 | 16 | Jun 7, 2024 | 27 |
| -1.28% | Feb 11, 2015 | 4 | Feb 18, 2015 | 8 | Mar 2, 2015 | 12 |
| -1.20% | Nov 22, 2024 | 4 | Nov 29, 2024 | 11 | Dec 16, 2024 | 15 |
| -1.17% | Dec 28, 2016 | 2 | Dec 30, 2016 | 1 | Jan 3, 2017 | 3 |
| -1.10% | Dec 8, 2014 | 6 | Dec 16, 2014 | 1 | Dec 17, 2014 | 7 |
| -1.08% | Jan 30, 2015 | 2 | Feb 3, 2015 | 3 | Feb 6, 2015 | 5 |
| -0.96% | Sep 3, 2019 | 2 | Sep 5, 2019 | 18 | Oct 1, 2019 | 20 |
| -0.87% | Jan 8, 2015 | 5 | Jan 15, 2015 | 4 | Jan 22, 2015 | 9 |
| -0.83% | Jan 2, 2025 | 2 | Jan 6, 2025 | 3 | Jan 10, 2025 | 5 |
| -0.79% | Jan 8, 2014 | 3 | Jan 13, 2014 | 2 | Jan 15, 2014 | 5 |
| -0.78% | Nov 18, 2015 | 1 | Nov 19, 2015 | 6 | Nov 30, 2015 | 7 |