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CEW: WisdomTree Emerging Currency Strategy Fund (ETF)
Basic Info 18.61 0.02(0.11%) June 27
Asset Class: | Currency |
MyPlanIQ Rating: | (43%) |
Start Date: | 05/06/2009 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 5.19% |
Expenses | 0.55% |
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Performance Analytics (As of 06/27/2025)
Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/06/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 10.0 | 11.1 | 6.5 | 3.4 | 1.4 | 0.5 | 0.9 | -1.0 | 9.1 | -1.7 | -6.6 | -0.1 | 4.8 | -5.1 | 11.1 | 4.1 | -9.6 | -7.2 | -4.9 | 7.1 | -8.0 | 6.4 | 9.8 |
Sharpe Ratio | NA | 2.45 | 1.12 | 0.46 | 0.2 | 0.0 | NA | 0.0 | -1.3 | 0.73 | -0.36 | -1.12 | -0.03 | 0.59 | -0.89 | 1.82 | 0.4 | -1.19 | -1.1 | -0.7 | 0.96 | -0.83 | 0.76 | 1.65 |
Draw Down(%) | NA | 4.2 | 5.3 | 6.1 | 15.0 | 17.7 | NA | 27.8 | 5.3 | 4.8 | 11.2 | 8.2 | 13.3 | 4.4 | 11.6 | 3.4 | 6.7 | 12.4 | 11.6 | 8.9 | 8.1 | 13.2 | 7.2 | 2.8 |
Standard Deviation(%) | NA | 7.6 | 7.0 | 6.9 | 6.9 | 7.3 | NA | 7.6 | 5.9 | 6.7 | 8.6 | 5.9 | 8.6 | 5.7 | 7.2 | 5.8 | 9.6 | 8.1 | 6.6 | 7.1 | 7.3 | 9.7 | 8.3 | 9.2 |
Treynor Ratio | NA | -0.38 | -0.14 | -0.05 | -0.02 | 0.0 | NA | 0.0 | 0.11 | -0.08 | 0.05 | 0.11 | 0.01 | -0.08 | 0.11 | -0.25 | -0.06 | 0.3 | 0.17 | 0.1 | -0.09 | 0.1 | -0.1 | -0.29 |
Alpha | NA | 0.03 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.0 | -0.01 | 0.02 | 0.01 | -0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.02 | -0.03 | -0.01 | -0.02 | 0.02 | -0.03 | 0.02 | 0.03 |
Beta | NA | -0.48 | -0.55 | -0.61 | -0.63 | -0.51 | NA | -0.55 | -0.71 | -0.62 | -0.65 | -0.63 | -0.3 | -0.41 | -0.6 | -0.42 | -0.63 | -0.32 | -0.42 | -0.48 | -0.77 | -0.79 | -0.61 | -0.52 |
RSquared | NA | 0.32 | 0.37 | 0.49 | 0.43 | 0.25 | NA | 0.3 | 0.51 | 0.46 | 0.49 | 0.33 | 0.1 | 0.12 | 0.25 | 0.21 | 0.24 | 0.15 | 0.12 | 0.2 | 0.49 | 0.56 | 0.46 | 0.35 |
Yield(%) | N/A | 0.0 | 5.2 | 2.8 | 1.8 | 1.2 | 1.3 | N/A | 5.1 | 2.1 | 0.8 | 0.0 | 0.6 | 1.9 | 1.7 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 4.7 | 3.8 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 154.7 | 199.6 | 121.3 | N/A | N/A | N/A | 154.7 | 168.7 | N/A | -100.0 | -66.6 | 4.4 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 26.0 | 371.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2009
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