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AGGY: WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (ETF)
Basic Info 42.71 0.31(0.72%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (100%) |
Start Date: | 07/10/2015 |
Last Dividend Date: | 04/24/2024 |
12-Mo. Yield | 4.02% |
Expenses | - |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -1.6 | 2.2 | -3.3 | -0.1 | 0.8 | 7.3 | -15.2 | -1.9 | 5.9 | 11.8 | -1.7 | 5.2 | 4.4 | 0.0 |
Sharpe Ratio | NA | -1.58 | -0.42 | -0.83 | -0.26 | 0.02 | 0.45 | -2.08 | -0.48 | 0.67 | 3.32 | -1.06 | 1.39 | 1.05 | 0.0 |
Draw Down(%) | NA | 3.3 | 6.0 | 20.6 | 21.1 | 21.1 | 6.4 | 19.2 | 4.7 | 13.5 | 2.2 | 4.0 | 1.8 | 5.0 | 2.0 |
Standard Deviation(%) | NA | 5.4 | 6.1 | 6.6 | 6.6 | 5.4 | 6.8 | 8.0 | 4.0 | 8.4 | 3.1 | 2.8 | 3.3 | 4.0 | 3.3 |
Treynor Ratio | NA | -0.58 | -0.16 | -0.6 | -0.36 | 0.04 | 0.38 | -1.54 | -1.01 | 2.82 | -1.51 | 1.83 | -0.36 | -0.95 | 0.0 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | 0.01 | -0.06 | -0.01 | 0.02 | 0.05 | -0.01 | 0.03 | 0.02 | 0.0 |
Beta | NA | 0.15 | 0.17 | 0.09 | 0.05 | 0.03 | 0.08 | 0.11 | 0.02 | 0.02 | -0.07 | -0.02 | -0.13 | -0.04 | -0.05 |
RSquared | NA | 0.11 | 0.11 | 0.06 | 0.02 | 0.01 | 0.03 | 0.11 | 0.0 | 0.01 | 0.08 | 0.01 | 0.08 | 0.02 | 0.08 |
Yield(%) | N/A | 1.4 | 4.0 | 2.7 | 2.9 | N/A | 3.9 | 2.3 | 1.8 | 3.0 | 3.3 | 3.2 | 2.9 | 3.3 | 1.3 |
Dividend Growth(%) | N/A | -63.9 | 26.1 | N/A | N/A | N/A | 38.3 | 21.2 | -37.7 | -0.6 | -1.2 | 13.3 | -11.2 | 159.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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