Performance analysis of WTRE (WISDOMTREE NEW ECONOMY REAL ESTATE FUND)
Annual Return
Over the past 3 years, WTRE has had an average annual return of +18.76%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, WTRE has had an average annual return of +1.81%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, WTRE has had an average annual return of +3.90%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 5, 2007, WTRE has had an average annual return of +1.48%, underperforming the benchmark SPY, which returned +10.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +23.35% | +26.39% | -3.26% | +14.04% | -31.68% | +1% | -15.70% | +22.27% | -11.18% | +37.77% | +2.35% | -3.00% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +7.72% | -3.75% | +39.32% | -14.40% | +17.70% | +43.42% | -56.81% | -1.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.46% | +2.83% | -8.70% | +13.25% | +8.33% | -1.25% | +23.35% | ||||||
| 2025 | +1.10% | +1.94% | -2.53% | -0.22% | +4.14% | +8.80% | -0.72% | +6.60% | +8.46% | +4.77% | -6.69% | -0.82% | +26.39% |
| 2024 | -4.46% | +0.61% | +3.30% | -8.16% | +5.98% | -0.47% | +6.89% | +3.38% | +4.19% | -4.90% | +0.13% | -8.26% | -3.26% |
| 2023 | +11.61% | -6.26% | -0.88% | +1.42% | -4.69% | +3.50% | +4.01% | -2.82% | -6.91% | -4.39% | +12.88% | +8.23% | +14.04% |
| 2022 | -1.69% | -2.64% | -0.55% | -8.12% | -5.83% | -7.84% | +8.12% | -7.47% | -14.43% | +0.66% | +9.17% | -4.33% | -31.68% |
| 2021 | -1.76% | +3.09% | +2.34% | +1.36% | +2.49% | -1.16% | -1.06% | +1.39% | -4.49% | +1.92% | -4.71% | +2% | +1% |
| 2020 | -4.72% | -4.89% | -22.38% | +5.81% | -1.64% | +3.93% | +0.30% | +4.84% | -3.10% | -3.23% | +11.03% | +1.22% | -15.70% |
| 2019 | +11.60% | -1.39% | +5.40% | -1.59% | -3.26% | +4.20% | -3.06% | -1.49% | +2% | +3.65% | +0.76% | +4.44% | +22.27% |
| 2018 | +4.98% | -7.82% | +2.36% | +0.22% | -0.81% | -2.50% | +2.08% | -2.17% | -1.89% | -6.83% | +4.41% | -2.93% | -11.18% |
| 2017 | +3.77% | +3.97% | +3.47% | +2.83% | +4.06% | +0.66% | +4.94% | +1.78% | +1.39% | -0.25% | +2.28% | +3.70% | +37.77% |
Drawdown analysis of WTRE (WISDOMTREE NEW ECONOMY REAL ESTATE FUND)
The maximum drawdown for the WTRE was -74.11%, occurring on Mar 9, 2009. Recovery took 2077 trading sessions.
The current WTRE drawdown is -2.68%.
Since Jun 5, 2007 WTRE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.11% | Oct 31, 2007 | 339 | Mar 9, 2009 | 2077 | Jun 7, 2017 | 2416 |
| -48.45% | Jan 16, 2020 | 692 | Oct 14, 2022 | 905 | May 27, 2026 | 1597 |
| -18.86% | Jan 26, 2018 | 188 | Oct 24, 2018 | 294 | Dec 26, 2019 | 482 |
| -15.74% | Jun 5, 2007 | 51 | Aug 16, 2007 | 28 | Sep 26, 2007 | 79 |
| -5.25% | Oct 12, 2007 | 6 | Oct 22, 2007 | 4 | Oct 26, 2007 | 10 |
| -3.89% | Sep 19, 2017 | 6 | Sep 27, 2017 | 54 | Dec 13, 2017 | 60 |
| -2.68% | May 28, 2026 | 4 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -2.65% | Jun 7, 2017 | 20 | Jul 6, 2017 | 6 | Jul 14, 2017 | 26 |
| -2.05% | Oct 2, 2007 | 2 | Oct 4, 2007 | 3 | Oct 9, 2007 | 5 |
| -1.98% | Aug 9, 2017 | 6 | Aug 17, 2017 | 9 | Aug 30, 2017 | 15 |
| -1.42% | Oct 29, 2007 | 1 | Oct 30, 2007 | 1 | Oct 31, 2007 | 2 |
| -1.24% | Jan 8, 2018 | 2 | Jan 10, 2018 | 4 | Jan 17, 2018 | 6 |
| -1.14% | Jan 2, 2020 | 4 | Jan 8, 2020 | 6 | Jan 16, 2020 | 10 |
| -0.87% | Sep 11, 2017 | 2 | Sep 13, 2017 | 2 | Sep 15, 2017 | 4 |
| -0.72% | Dec 18, 2017 | 2 | Dec 20, 2017 | 4 | Dec 27, 2017 | 6 |
| -0.60% | Aug 4, 2017 | 2 | Aug 8, 2017 | 1 | Aug 9, 2017 | 3 |
| -0.57% | Jan 17, 2018 | 1 | Jan 18, 2018 | 1 | Jan 19, 2018 | 2 |
| -0.47% | Jul 20, 2017 | 3 | Jul 25, 2017 | 1 | Jul 26, 2017 | 4 |
| -0.33% | Dec 27, 2019 | 1 | Dec 30, 2019 | 1 | Dec 31, 2019 | 2 |
| -0.30% | Oct 9, 2007 | 2 | Oct 11, 2007 | 1 | Oct 12, 2007 | 3 |
| -0.22% | Sep 1, 2017 | 1 | Sep 5, 2017 | 1 | Sep 6, 2017 | 2 |
| -0.20% | Jul 14, 2017 | 1 | Jul 17, 2017 | 1 | Jul 18, 2017 | 2 |
| -0.16% | Aug 2, 2017 | 1 | Aug 3, 2017 | 1 | Aug 4, 2017 | 2 |
| -0.09% | Jan 24, 2018 | 1 | Jan 25, 2018 | 1 | Jan 26, 2018 | 2 |
| -0.09% | Dec 13, 2017 | 1 | Dec 14, 2017 | 1 | Dec 15, 2017 | 2 |