Performance analysis of WTV (WISDOMTREE U.S. VALUE FUND)
Annual Return
Over the past 3 years, WTV has had an average annual return of +19.96%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WTV has had an average annual return of +14.04%, outperforming the benchmark SPY, which returned +12.73% annual.
Since Dec 15, 2017, WTV has had an average annual return of +13.61%, underperforming the benchmark SPY, which returned +14.48% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.57% | +13.51% | +24% | +22.34% | -8.09% | +30.58% | +6.09% | +29.69% | -8.27% | +1.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.30% | +3.16% | -4.19% | +4.48% | +3.99% | -0.60% | +3.01% | +13.57% | |||||
| 2025 | +3.83% | -1.19% | -3.81% | -3.18% | +5.24% | +3.57% | +0.88% | +3.73% | +1.08% | -0.67% | +2.32% | +1.38% | +13.51% |
| 2024 | +0.14% | +3.93% | +6.40% | -5.71% | +4.20% | -1.32% | +4.95% | +2.25% | +2.61% | +0.38% | +11.34% | -6.15% | +24% |
| 2023 | +9.87% | -2.39% | -3.77% | +0.17% | -3.09% | +10.42% | +4.17% | -1.11% | -3.75% | -4.21% | +8.44% | +7.38% | +22.34% |
| 2022 | -3.27% | -0.55% | +1.39% | -5.07% | +2.43% | -10.97% | +8.85% | -2.30% | -8.89% | +11.64% | +6.04% | -5.10% | -8.09% |
| 2021 | +2.60% | +4.54% | +6.83% | +3.95% | +2.14% | +0.39% | +0.90% | +2.97% | -4.06% | +4.32% | -2.94% | +5.94% | +30.58% |
| 2020 | -3.99% | -10.69% | -20.03% | +14.92% | +5.42% | +0.91% | +3.91% | +4.26% | -2.45% | -0.37% | +15.10% | +4.43% | +6.09% |
| 2019 | +10.88% | +3.92% | -0.74% | +5.32% | -9.14% | +7.56% | +1.59% | -3.97% | +3.63% | +2.46% | +4.19% | +2.06% | +29.69% |
| 2018 | +4.27% | -2.84% | -3.10% | -0.01% | +1.67% | +0.91% | +3.09% | +2.86% | +0.45% | -9.22% | +4.32% | -9.69% | -8.27% |
| 2017 | +1.14% | +1.14% |
Drawdown analysis of WTV (WISDOMTREE U.S. VALUE FUND)
The maximum drawdown for the WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.
The current WTV drawdown is -0.85%.
Since Dec 15, 2017 WTV has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.18% | Jan 16, 2020 | 45 | Mar 23, 2020 | 171 | Nov 23, 2020 | 216 |
| -20.53% | Sep 21, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -19.31% | Jan 4, 2022 | 186 | Sep 30, 2022 | 84 | Feb 1, 2023 | 270 |
| -18.49% | Nov 29, 2024 | 87 | Apr 8, 2025 | 72 | Jul 23, 2025 | 159 |
| -13.67% | Feb 2, 2023 | 30 | Mar 17, 2023 | 79 | Jul 12, 2023 | 109 |
| -10.43% | Aug 1, 2023 | 62 | Oct 27, 2023 | 24 | Dec 1, 2023 | 86 |
| -9.69% | Jan 26, 2018 | 67 | May 3, 2018 | 80 | Aug 27, 2018 | 147 |
| -9.23% | May 3, 2019 | 19 | May 31, 2019 | 37 | Jul 24, 2019 | 56 |
| -7.88% | Jul 26, 2019 | 20 | Aug 23, 2019 | 43 | Oct 24, 2019 | 63 |
| -7.15% | Feb 10, 2026 | 27 | Mar 20, 2026 | 34 | May 8, 2026 | 61 |
| -6.91% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -6.24% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -6.09% | Nov 16, 2021 | 10 | Dec 1, 2021 | 19 | Dec 29, 2021 | 29 |
| -4.91% | Oct 27, 2025 | 18 | Nov 20, 2025 | 8 | Dec 3, 2025 | 26 |
| -4.66% | May 10, 2021 | 28 | Jun 18, 2021 | 31 | Aug 3, 2021 | 59 |
| -4.60% | Sep 2, 2021 | 12 | Sep 21, 2021 | 21 | Oct 20, 2021 | 33 |
| -4.56% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.92% | Sep 11, 2025 | 21 | Oct 10, 2025 | 9 | Oct 23, 2025 | 30 |
| -3.80% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.56% | Jan 26, 2021 | 3 | Jan 29, 2021 | 6 | Feb 8, 2021 | 9 |
| -3.25% | Feb 24, 2021 | 2 | Feb 26, 2021 | 6 | Mar 8, 2021 | 8 |
| -2.98% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |
| -2.90% | Oct 18, 2024 | 10 | Nov 1, 2024 | 3 | Nov 6, 2024 | 13 |
| -2.88% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |
| -2.23% | Dec 27, 2023 | 13 | Jan 17, 2024 | 6 | Jan 25, 2024 | 19 |