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Performance analysis of WTMF (WISDOMTREE MANAGED FUTURES STRATEGY FUND)

Annual Return

Over the past 3 years, WTMF has had an average annual return of +9.77%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, WTMF has had an average annual return of +6.28%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, WTMF has had an average annual return of +3.26%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Jan 5, 2011, WTMF has had an average annual return of +1.13%, underperforming the benchmark SPY, which returned +14.26% annual.

202620252024202320222021202020192018201720162015
+8.52%+12.17%+3.16%+16.70%-6.53%+9.45%+0.48%-2.75%+0.25%-3.40%-0.79%-4.09%
2014201320122011
+5.02%+2.94%-10.90%-8.52%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.56%+4.82%+0.14%+2.53%+1.20%+0.19%+8.52%
2025+1.23%-1.78%-1.73%+0.32%+1.69%+1.40%+2.01%+1.68%+3.46%+2.47%+0.87%+0.05%+12.17%
2024-0.60%+4.42%+3.02%-2.48%+0.79%-1.60%-0.03%-1.33%-0.72%+1.04%+2.74%-1.89%+3.16%
2023+3.07%+0.08%+3.16%+1.02%+2.06%+1.12%+0.98%-0.71%+0.38%-0.92%+2.81%+2.61%+16.70%
2022-1.52%+0.23%+2.79%-1.13%+0.31%-1.54%-1.71%+0.24%-0.47%+1.72%-2.85%-2.63%-6.53%
2021+1.85%+4.23%-1.04%+4.45%+0.11%+1.65%-0.41%+0.86%-1.48%+1.39%-3.61%+1.34%+9.45%
2020-3.82%+0.11%+1.51%-1.46%-1.76%-0.25%+1.37%-0.48%-0.84%-0.59%+2.78%+4.17%+0.48%
2019-1.22%+1.38%+0.18%+1.44%-3.69%-0.53%+0.27%+3.16%-2.64%-1.20%-1.02%+1.28%-2.75%
2018+0.63%-1.69%-0.20%+0.91%+0.12%-0.28%+0.06%+1.92%+0.33%-0.86%-0.70%+0.05%+0.25%
2017-2.50%+0.22%-1.76%+0.16%-0.88%-1.26%-0.98%+0.32%+0.06%+1.39%+0.03%+1.84%-3.40%

Drawdown analysis of WTMF (WISDOMTREE MANAGED FUTURES STRATEGY FUND)

The maximum drawdown for the WTMF was -30.78%, occurring on Jun 8, 2020. Recovery took 1329 trading sessions.

The current WTMF drawdown is -0.11%.

Since Jan 5, 2011 WTMF has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-30.78%Apr 29, 20112291Jun 8, 20201329Sep 22, 20253620
-4.04%Jan 15, 202610Jan 30, 202617Feb 25, 202627
-3.66%Mar 4, 20117Mar 15, 201115Apr 5, 201122
-3.01%Mar 17, 20263Mar 20, 202615Apr 13, 202618
-2.04%Nov 12, 20256Nov 20, 20255Nov 28, 202511
-1.98%Feb 9, 20114Feb 15, 20118Feb 28, 201112
-1.54%Jan 12, 20118Jan 25, 20115Feb 1, 201113
-1.46%Oct 8, 20252Oct 10, 20253Oct 15, 20255
-1.46%Oct 28, 20257Nov 6, 20254Nov 12, 202511
-1.16%Dec 26, 20253Dec 31, 20252Jan 5, 20265
-1.15%Sep 22, 20253Sep 25, 20254Oct 1, 20257
-1.04%Mar 2, 20261Mar 3, 20265Mar 10, 20266
-0.93%May 14, 20263May 19, 2026OngoingOngoingOngoing
-0.83%Feb 2, 20113Feb 7, 20112Feb 9, 20115
-0.82%Jan 5, 20112Jan 7, 20113Jan 12, 20115
-0.81%Dec 11, 20254Dec 17, 20253Dec 22, 20257
-0.78%Mar 12, 20261Mar 13, 20262Mar 17, 20263
-0.70%Oct 16, 20254Oct 22, 20251Oct 23, 20255
-0.68%Apr 8, 20112Apr 12, 20112Apr 14, 20114
-0.64%Apr 15, 20111Apr 18, 20112Apr 20, 20113
-0.62%Nov 28, 20251Dec 1, 20252Dec 3, 20253
-0.47%Dec 3, 20255Dec 10, 20251Dec 11, 20256
-0.46%Apr 21, 20112Apr 26, 20111Apr 27, 20113
-0.31%Apr 14, 20261Apr 15, 20265Apr 22, 20266
-0.30%Feb 25, 20261Feb 26, 20262Mar 2, 20263