Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) | 3.99% | 6.72% | 3.26% | -0.83% | NA | NA | NA | 1.95% |
Data as of 06/30/2025, AR inception is 07/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) | 07/09/2015 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 6.72 | 3.26 | -0.83 | NA | NA | NA | 1.95 | 3.99 | 1.82 | 7.29 | -15.26 | -1.72 | 5.87 | 11.77 | -1.70 | 5.20 | 4.40 | -1.59 |
| Sharpe Ratio | NA | 0.36 | 0.02 | -0.49 | NA | NA | NA | 0.05 | 0.68 | -0.34 | 0.54 | -2.09 | -0.43 | 0.66 | 3.29 | -1.09 | 1.39 | 1.01 | -0.60 |
| Standard Deviation(%) | NA | 5.79 | 6.59 | 6.00 | NA | NA | NA | 5.56 | 6.34 | 5.36 | 6.79 | 8.02 | 4.03 | 8.45 | 3.12 | 2.83 | 3.29 | 4.06 | 5.70 |
| Draw Down(%) | NA | 4.78 | 10.71 | 20.98 | NA | NA | NA | 20.98 | 2.71 | 3.83 | 6.37 | 19.24 | 4.49 | 13.53 | 2.17 | 4.04 | 1.84 | 4.96 | 2.51 |
| Yield(%) | 0.35 | 4.57 | 3.89 | 2.85 | 2.94 | 1.96 | 1.47 | 3.27 | 2.28 | 4.29 | 3.88 | 2.30 | 2.02 | 3.04 | 3.27 | 3.21 | 2.84 | 3.21 | 0.24 |
Data as of 06/30/2025, AR inception is 07/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) |
-5.83%
Oct 2020 - Oct 2023 |
-1.17%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGGY (WisdomTree Yield Enhanced U.S. Aggregate Bond Fund) |
5.93%
Nov 2018 - Nov 2021 |
5.02%
Dec 2015 - Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart