Performance analysis of WisdomTree (WT)
Annual Return
Over the past 3 years, WT has had an average annual return of +44.30%, outperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, WT has had an average annual return of +30.69%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WT has had an average annual return of +7.91%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WT has had an average annual return of +8.72%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +70.31% | +17.38% | +53.55% | +29.56% | -8.94% | +16.57% | +14.11% | -25.75% | -46.31% | +16.43% | -26.62% | +2.78% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -11.04% | +189.38% | +1.15% | +45.78% | +124.33% | +164.26% | -74.73% | -64.26% | +236.94% | +32.94% | +4,220.57% | -69.21% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +86.18% | -82.96% | -87.87% | +19.01% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +32.90% | +5.82% | -14.90% | +16.76% | +12.23% | -11.08% | +22.14% | +70.31% | |||||
| 2025 | -6.76% | -6.56% | -2.19% | -2.46% | +8.85% | +21.93% | +15.29% | +2.79% | +2.13% | -13.96% | -7.45% | +10.42% | +17.38% |
| 2024 | -2.31% | +19.55% | +14.02% | -3.15% | +12.39% | -0.60% | +20.48% | -14.81% | -1.48% | +3.60% | +15.78% | -12.14% | +53.55% |
| 2023 | +5.69% | +4.16% | -1.84% | +6.48% | +9.47% | +0.88% | +1.46% | +5.37% | -4.11% | -11.43% | +5.49% | +6.45% | +29.56% |
| 2022 | -8.33% | +0.89% | +4.26% | -0.68% | +2.64% | -14.79% | +2.57% | -3.11% | -6.59% | +16.03% | +3.17% | -2.15% | -8.94% |
| 2021 | -0.28% | -0.14% | +17.93% | +8.56% | -0.80% | -7.46% | -0.32% | +2.58% | -10.14% | +12.70% | -3.48% | -0.32% | +16.57% |
| 2020 | -13.02% | -2.91% | -42.61% | +39.06% | -6.72% | +16.06% | +3.75% | +4.63% | -14.44% | +13.76% | +18.45% | +25% | +14.11% |
| 2019 | +0.75% | +16.67% | -9.25% | +1.98% | -16.16% | +2.66% | +0.49% | -22.01% | +8.73% | -2.30% | -4.36% | -0.41% | -25.75% |
| 2018 | -7.65% | -16.83% | -4.58% | +15.27% | +3.96% | -17.15% | -3.74% | -5.60% | +3.16% | -8.37% | -8.40% | -6.20% | -46.31% |
| 2017 | -7.54% | -10.73% | -0.33% | -8.04% | +14.95% | +6.94% | +2.65% | -11.46% | +11.01% | +8.94% | +4.37% | +9.13% | +16.43% |
Drawdown analysis of WisdomTree (WT)
The maximum drawdown for the WT was -99.82%, occurring on Oct 25, 2004. Recovery took 524 trading sessions.
Since Nov 1, 1999 WT has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 7 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.82% | Mar 22, 2000 | 1153 | Oct 25, 2004 | 524 | Nov 21, 2006 | 1677 |
| -94.18% | Dec 6, 2006 | 565 | Mar 9, 2009 | 1006 | Mar 7, 2013 | 1571 |
| -91.14% | Aug 3, 2015 | 1164 | Mar 18, 2020 | 1592 | Jul 21, 2026 | 2756 |
| -48.33% | Jan 22, 2014 | 79 | May 15, 2014 | 175 | Jan 26, 2015 | 254 |
| -33.40% | Dec 10, 1999 | 10 | Dec 27, 1999 | 60 | Mar 22, 2000 | 70 |
| -26.52% | Nov 5, 1999 | 12 | Nov 23, 1999 | 8 | Dec 6, 1999 | 20 |
| -23.70% | May 21, 2013 | 21 | Jun 20, 2013 | 89 | Oct 25, 2013 | 110 |
| -16.92% | Apr 10, 2015 | 25 | May 15, 2015 | 17 | Jun 10, 2015 | 42 |
| -12.58% | Jun 26, 2015 | 7 | Jul 8, 2015 | 17 | Jul 31, 2015 | 24 |
| -9.24% | Oct 29, 2013 | 16 | Nov 20, 2013 | 4 | Nov 26, 2013 | 20 |
| -8.00% | Apr 10, 2013 | 6 | Apr 18, 2013 | 7 | Apr 29, 2013 | 13 |
| -7.56% | Jan 7, 2014 | 5 | Jan 14, 2014 | 5 | Jan 22, 2014 | 10 |
| -7.39% | Mar 20, 2013 | 9 | Apr 3, 2013 | 5 | Apr 10, 2013 | 14 |
| -7.38% | Mar 20, 2015 | 11 | Apr 7, 2015 | 3 | Apr 10, 2015 | 14 |
| -7.37% | May 7, 2013 | 2 | May 9, 2013 | 3 | May 14, 2013 | 5 |
| -5.40% | Dec 26, 2013 | 4 | Jan 2, 2014 | 3 | Jan 7, 2014 | 7 |
| -5.33% | Jan 26, 2015 | 4 | Jan 30, 2015 | 4 | Feb 5, 2015 | 8 |
| -4.44% | Mar 16, 2015 | 2 | Mar 18, 2015 | 2 | Mar 20, 2015 | 4 |
| -4.17% | Jun 10, 2015 | 5 | Jun 17, 2015 | 5 | Jun 24, 2015 | 10 |
| -4.00% | Dec 10, 2013 | 1 | Dec 11, 2013 | 4 | Dec 17, 2013 | 5 |
| -3.31% | Dec 18, 2013 | 1 | Dec 19, 2013 | 1 | Dec 20, 2013 | 2 |
| -3.16% | Feb 11, 2015 | 1 | Feb 12, 2015 | 1 | Feb 13, 2015 | 2 |
| -3.04% | Feb 13, 2015 | 2 | Feb 18, 2015 | 8 | Mar 2, 2015 | 10 |
| -2.94% | Nov 29, 2013 | 2 | Dec 3, 2013 | 5 | Dec 10, 2013 | 7 |
| -2.39% | Feb 5, 2015 | 1 | Feb 6, 2015 | 2 | Feb 10, 2015 | 3 |