Performance analysis of WTIP (WISDOMTREE INFLATION PLUS FUND)
Annual Return
Since Jun 18, 2025, WTIP has had an average annual return of +21.77%, underperforming the benchmark SPY, which returned +24.52% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.74% | +14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.02% | +6.19% | +5.95% | +4.49% | -2.13% | -8.53% | +3.30% | +8.74% | |||||
| 2025 | +0.07% | +1.26% | +0.60% | +4.06% | +2.36% | +2.38% | +2.55% | +14% |
Drawdown analysis of WTIP (WISDOMTREE INFLATION PLUS FUND)
The maximum drawdown for the WTIP was -16.52%, occurring on Jun 24, 2026. This drawdown has not yet recovered.
The current WTIP drawdown is -12.83%.
Since Jun 18, 2025 WTIP has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.52% | May 27, 2026 | 19 | Jun 24, 2026 | Ongoing | Ongoing | Ongoing |
| -7.45% | Jan 28, 2026 | 13 | Feb 17, 2026 | 8 | Feb 27, 2026 | 21 |
| -4.69% | Mar 12, 2026 | 7 | Mar 23, 2026 | 15 | Apr 14, 2026 | 22 |
| -3.99% | May 12, 2026 | 8 | May 22, 2026 | 2 | May 27, 2026 | 10 |
| -3.98% | Jul 29, 2025 | 15 | Aug 19, 2025 | 17 | Sep 12, 2025 | 32 |
| -2.33% | Jan 6, 2026 | 2 | Jan 8, 2026 | 4 | Jan 14, 2026 | 6 |
| -2.15% | Dec 26, 2025 | 3 | Dec 31, 2025 | 2 | Jan 5, 2026 | 5 |
| -2.04% | Oct 16, 2025 | 13 | Nov 4, 2025 | 15 | Nov 25, 2025 | 28 |
| -1.97% | Jan 14, 2026 | 4 | Jan 21, 2026 | 3 | Jan 26, 2026 | 7 |
| -1.30% | May 4, 2026 | 3 | May 7, 2026 | 2 | May 11, 2026 | 5 |
| -1.10% | Jul 11, 2025 | 3 | Jul 16, 2025 | 3 | Jul 21, 2025 | 6 |
| -1.09% | Jul 23, 2025 | 2 | Jul 25, 2025 | 2 | Jul 29, 2025 | 4 |
| -1.06% | Apr 16, 2026 | 1 | Apr 17, 2026 | 3 | Apr 22, 2026 | 4 |
| -1.06% | Sep 22, 2025 | 3 | Sep 25, 2025 | 2 | Sep 29, 2025 | 5 |
| -1.04% | Dec 1, 2025 | 1 | Dec 2, 2025 | 6 | Dec 10, 2025 | 7 |
| -1.00% | Mar 2, 2026 | 1 | Mar 3, 2026 | 1 | Mar 4, 2026 | 2 |
| -0.98% | Mar 6, 2026 | 1 | Mar 9, 2026 | 1 | Mar 10, 2026 | 2 |
| -0.96% | Sep 12, 2025 | 3 | Sep 17, 2025 | 3 | Sep 22, 2025 | 6 |
| -0.79% | Oct 13, 2025 | 1 | Oct 14, 2025 | 2 | Oct 16, 2025 | 3 |
| -0.69% | Oct 8, 2025 | 2 | Oct 10, 2025 | 1 | Oct 13, 2025 | 3 |
| -0.68% | Dec 11, 2025 | 1 | Dec 12, 2025 | 3 | Dec 17, 2025 | 4 |
| -0.65% | Jun 27, 2025 | 4 | Jul 3, 2025 | 1 | Jul 7, 2025 | 5 |
| -0.50% | Apr 23, 2026 | 2 | Apr 27, 2026 | 1 | Apr 28, 2026 | 3 |
| -0.42% | Jun 18, 2025 | 1 | Jun 20, 2025 | 3 | Jun 25, 2025 | 4 |
| -0.41% | Apr 14, 2026 | 1 | Apr 15, 2026 | 1 | Apr 16, 2026 | 2 |