Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) | 2.72% | 5.75% | 6.26% | 4.42% | 3.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) | 12/18/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 5.75 | 6.26 | 4.42 | 3.26 | NA | NA | … | … | 2.72 | 4.37 | 6.64 | 7.14 | 1.18 | 0.69 | 0.32 | 4.65 | 0.18 | 2.67 | 2.23 | -1.59 | 0.34 | -0.07 |
| Sharpe Ratio | NA | 1.13 | 0.78 | 0.50 | 0.41 | NA | NA | … | … | 1.03 | 0.37 | 0.76 | 0.90 | -0.08 | 0.32 | 0.01 | 1.24 | -0.39 | 0.74 | 0.39 | -0.40 | 0.08 | -0.74 |
| Standard Deviation(%) | NA | 3.00 | 3.70 | 3.59 | 3.72 | NA | NA | … | … | 2.74 | 4.07 | 3.98 | 3.91 | 3.30 | 2.08 | 6.14 | 2.56 | 3.08 | 2.71 | 5.11 | 4.05 | 3.90 | 3.03 |
| Draw Down(%) | NA | 0.87 | 1.71 | 2.23 | 8.44 | NA | NA | … | … | 0.62 | 1.71 | 0.72 | 1.88 | 2.23 | 0.80 | 8.44 | 0.76 | 1.02 | 0.62 | 2.82 | 2.78 | 1.79 | 0.34 |
| Yield(%) | 0.00 | 4.03 | 2.54 | 3.45 | 2.90 | 2.06 | 1.54 | … | … | 1.60 | 4.14 | 4.06 | 4.04 | 8.00 | 1.64 | 2.24 | 2.87 | 2.56 | 2.36 | 1.83 | 0.93 | 1.67 | 0.05 |
Data as of 06/04/2026, Common starting date is 12/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) |
0.05%
May 2014 – May 2017 |
0.90%
Jan 2014 – Jan 2019 |
1.79%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGZD (WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund) |
6.50%
Oct 2022 – Oct 2025 |
4.41%
May 2021 – May 2026 |
3.23%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart