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RRF: WISDOMTREE GLOBAL REAL RETURN FUND N/A (ETF)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/15/2011 |
| Last Dividend Date: | 03/27/2017 |
| 12-Mo. Yield | 3.21% |
| Expenses | 0.61% |
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Performance Analytics (As of 08/22/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/15/2011 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.8 | 2.3 | 0.8 | -0.0 | 1.8 | 13.4 | -2.1 | -4.4 | -5.0 | 2.6 | -5.3 |
| Sharpe Ratio | NA | 0.58 | 0.14 | 0.04 | -0.01 | 0.29 | 0.86 | -0.15 | -0.19 | -0.22 | 0.13 | -0.68 |
| Draw Down(%) | NA | 3.4 | 14.2 | 15.9 | 19.0 | 3.0 | 6.4 | 9.3 | 14.6 | 14.3 | 9.4 | 12.4 |
| Standard Deviation(%) | NA | 10.9 | 14.6 | 18.7 | 18.4 | 8.2 | 15.2 | 14.0 | 22.8 | 23.2 | 20.6 | 16.2 |
| Treynor Ratio | NA | 0.35 | 0.11 | 0.06 | -0.01 | 0.21 | 0.44 | -0.14 | -0.26 | 0.91 | -0.47 | -0.51 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.05 | 0.0 | -0.01 | -0.01 | 0.02 | -0.04 |
| Beta | NA | 0.18 | 0.19 | 0.11 | 0.13 | 0.11 | 0.3 | 0.15 | 0.17 | -0.06 | -0.06 | 0.22 |
| RSquared | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 3.2 | 3.2 | 2.5 | N/A | 0.1 | 3.4 | 4.3 | 3.8 | 1.1 | 1.9 | 0.6 |
| Dividend Growth(%) | N/A | -24.7 | 83.5 | N/A | N/A | -98.5 | -25.8 | 3.3 | 222.0 | -40.9 | 189.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
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