Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) | 1.06% | 5.84% | 1.48% | -1.04% | NA | NA | NA | 1.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) | 07/10/2015 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 07/10/2015.
AR inception is since 07/10/2015.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.84 | 1.48 | -1.04 | NA | NA | NA | 1.81 | 1.06 | 1.82 | 7.29 | -15.26 | -1.72 | 5.87 | 11.77 | -1.69 | 5.20 | 4.40 | 0.03 |
| Sharpe Ratio | NA | -32.08 | -49.61 | -62.32 | NA | NA | NA | -2.44 | -32.47 | -89.23 | 45.00 | -208.23 | -43.13 | 66.51 | 331.88 | -106.69 | 139.47 | 104.64 | 0.42 |
| Standard Deviation(%) | NA | 5.83 | 6.83 | 5.94 | NA | NA | NA | 5.46 | 7.00 | 5.35 | 6.80 | 8.02 | 4.04 | 8.45 | 3.12 | 2.83 | 3.29 | 4.01 | 3.35 |
| Draw Down(%) | NA | 4.78 | 10.74 | 20.97 | NA | NA | NA | 20.97 | 2.72 | 3.83 | 6.37 | 19.24 | 4.49 | 13.53 | 2.17 | 4.03 | 1.84 | 4.96 | 1.98 |
| Yield(%) | 0.00 | 4.55 | 3.61 | 2.83 | 2.97 | 1.98 | 1.48 | 3.30 | 1.15 | 4.29 | 3.88 | 2.31 | 2.03 | 3.04 | 3.27 | 3.21 | 2.84 | 3.23 | 1.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) |
-5.82%
Oct 2020 - Oct 2023 |
-1.17%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) |
5.93%
Nov 2018 - Nov 2021 |
5.02%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart