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HYZD: WisdomTree Interest Rate Hedged High Yield Bond Fund (ETF)
Basic Info 21.78 0.04(0.18%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (98%) |
Start Date: | 12/18/2013 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 5.76% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/18/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.0 | 2.2 | 11.3 | 4.7 | 3.2 | 3.0 | 3.2 | 11.2 | -2.4 | 5.7 | -1.9 | 9.2 | -3.0 | 6.3 | 14.4 | -2.7 | -4.1 | -0.1 |
Sharpe Ratio | NA | 1.68 | 1.77 | 0.36 | 0.18 | 0.22 | 0.24 | 0.94 | -0.36 | 1.37 | -0.11 | 1.27 | -0.83 | 1.36 | 1.31 | -0.29 | -0.62 | -0.99 |
Draw Down(%) | NA | 0.7 | 2.3 | 9.0 | 25.7 | 25.7 | 25.7 | 5.0 | 9.0 | 2.2 | 25.7 | 2.2 | 7.2 | 2.4 | 8.5 | 10.4 | 8.5 | 0.6 |
Standard Deviation(%) | NA | 4.2 | 5.4 | 7.6 | 10.9 | 9.4 | 9.4 | 7.5 | 10.3 | 4.2 | 19.6 | 6.1 | 5.2 | 4.2 | 10.9 | 9.4 | 6.7 | 4.4 |
Treynor Ratio | NA | 0.37 | 0.35 | 0.09 | 0.07 | 0.08 | 0.09 | 0.19 | -0.12 | 0.63 | -0.08 | 0.34 | -0.24 | 0.36 | 0.87 | -0.13 | -0.28 | 0.24 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.03 | 0.01 | -0.01 | 0.01 | 0.05 | -0.01 | -0.02 | 0.03 |
Beta | NA | 0.19 | 0.28 | 0.29 | 0.26 | 0.24 | 0.24 | 0.38 | 0.31 | 0.09 | 0.26 | 0.23 | 0.18 | 0.16 | 0.16 | 0.21 | 0.15 | -0.18 |
RSquared | NA | 0.29 | 0.38 | 0.47 | 0.28 | 0.22 | 0.21 | 0.47 | 0.55 | 0.09 | 0.21 | 0.23 | 0.35 | 0.07 | 0.04 | 0.12 | 0.07 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/18/2013
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