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USMF: WisdomTree U.S. Multifactor Fund (ETF)
Basic Info 52.44 0.9(1.69%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/30/2017 |
| Last Dividend Date: | 03/26/2026 |
| 12-Mo. Yield | 1.39% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 2.7 | 4.9 | 13.7 | 7.3 | 10.3 | 4.6 | 19.7 | 13.4 | -8.8 | 21.2 | 11.9 | 23.5 | -4.7 | 12.4 |
| Sharpe Ratio | NA | 0.34 | 0.21 | 0.84 | 0.34 | 0.5 | 0.11 | 1.5 | 0.83 | -0.52 | 1.66 | 0.35 | 2.02 | -0.4 | 4.06 |
| Draw Down(%) | NA | 6.2 | 6.5 | 15.4 | 18.1 | 36.2 | 14.2 | 6.0 | 10.0 | 18.1 | 6.0 | 36.2 | 5.2 | 19.5 | 1.7 |
| Standard Deviation(%) | NA | 11.3 | 11.0 | 12.4 | 14.3 | 16.9 | 15.3 | 10.7 | 11.8 | 19.8 | 12.8 | 33.0 | 10.9 | 15.1 | 6.3 |
| Treynor Ratio | NA | 0.06 | 0.04 | 0.15 | 0.07 | 0.11 | 0.03 | 0.23 | 0.13 | -0.14 | 0.25 | 0.13 | 0.27 | -0.08 | 0.66 |
| Alpha | NA | -0.03 | -0.04 | -0.01 | -0.01 | -0.01 | -0.03 | 0.01 | -0.02 | 0.03 | 0.0 | -0.02 | 0.0 | 0.0 | 0.06 |
| Beta | NA | 0.61 | 0.62 | 0.69 | 0.73 | 0.8 | 0.69 | 0.7 | 0.77 | 0.76 | 0.85 | 0.88 | 0.81 | 0.77 | 0.39 |
| RSquared | NA | 0.6 | 0.5 | 0.71 | 0.8 | 0.82 | 0.73 | 0.71 | 0.78 | 0.91 | 0.83 | 0.88 | 0.87 | 0.75 | 0.16 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | 1.4 | 1.4 | 1.5 | 1.6 | 1.7 | 1.5 | 1.2 | 1.4 | 0.8 |
| Dividend Growth(%) | N/A | -74.3 | N/A | N/A | N/A | N/A | 15.3 | 8.6 | -14.5 | 10.1 | 26.9 | 52.8 | -18.8 | 102.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2017
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