Find A Portfolio/Ticker
Comparison Box
AGGY: WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (ETF)
Basic Info 43.43 0.09(0.21%) June 27
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 07/09/2015 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 4.53% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2015 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 3.5 | 5.3 | 3.5 | -0.9 | 1.7 | 1.8 | 7.3 | -15.3 | -1.7 | 5.9 | 11.8 | -1.7 | 5.2 | 4.4 | -1.6 |
| Sharpe Ratio | NA | 0.68 | 0.36 | 0.02 | -0.49 | 0.05 | -0.34 | 0.54 | -2.09 | -0.43 | 0.66 | 3.29 | -1.09 | 1.39 | 1.01 | -0.6 |
| Draw Down(%) | NA | 2.7 | 4.8 | 10.7 | 21.0 | 21.0 | 3.8 | 6.4 | 19.2 | 4.5 | 13.5 | 2.2 | 4.0 | 1.8 | 5.0 | 2.5 |
| Standard Deviation(%) | NA | 6.3 | 5.8 | 6.6 | 6.0 | 5.6 | 5.4 | 6.8 | 8.0 | 4.0 | 8.4 | 3.1 | 2.8 | 3.3 | 4.1 | 5.7 |
| Treynor Ratio | NA | 0.54 | 0.31 | 0.01 | -0.38 | 0.08 | -0.22 | 0.45 | -1.55 | -1.12 | 2.85 | -1.5 | 1.9 | -0.35 | -0.81 | -1.39 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.06 | -0.01 | 0.02 | 0.05 | -0.01 | 0.03 | 0.02 | -0.04 |
| Beta | NA | 0.08 | 0.07 | 0.11 | 0.08 | 0.03 | 0.08 | 0.08 | 0.11 | 0.02 | 0.02 | -0.07 | -0.02 | -0.13 | -0.05 | 0.02 |
| RSquared | NA | 0.1 | 0.06 | 0.08 | 0.05 | 0.01 | 0.04 | 0.03 | 0.11 | 0.0 | 0.01 | 0.08 | 0.01 | 0.08 | 0.03 | 0.01 |
| Yield(%) | N/A | 2.3 | 4.5 | 3.9 | 2.8 | N/A | 4.3 | 3.9 | 2.3 | 2.0 | 3.0 | 3.3 | 3.2 | 2.8 | 3.2 | 0.2 |
| Dividend Growth(%) | N/A | -47.9 | 8.7 | 31.5 | N/A | N/A | 13.1 | 40.7 | 9.1 | -31.8 | 0.8 | -2.8 | 15.1 | -10.8 | 1216.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2015
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to AGGY
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
