Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) | NA | -28.36% | -12.81% | -5.04% | NA | NA | NA | -4.76% |
Data as of 09/22/2016, AR inception is 10/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) | 10/16/2006 | 09/22/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -31.42 | -28.36 | -12.81 | -5.04 | NA | NA | NA | -4.76 | -26.46 | -13.09 | 3.38 | 4.27 | 7.86 | -8.08 | -6.07 | 1.30 | -29.18 | 23.34 | 13.56 |
| Sharpe Ratio | NA | -0.41 | -0.19 | 0.16 | NA | NA | NA | -0.17 | -0.70 | -0.72 | 0.27 | 0.31 | 0.51 | -0.32 | -0.26 | 0.04 | -0.66 | 0.89 | 9.18 |
| Standard Deviation(%) | NA | 70.31 | 67.75 | 16.70 | NA | NA | NA | 28.99 | 49.59 | 18.11 | 12.65 | 13.83 | 15.41 | 25.57 | 23.51 | 30.06 | 45.43 | 23.02 | 8.91 |
| Draw Down(%) | NA | 34.05 | 43.08 | 43.08 | NA | NA | NA | 55.97 | 34.05 | 20.98 | 13.37 | 11.46 | 14.67 | 22.69 | 23.87 | 31.36 | 44.89 | 11.19 | 1.65 |
| Yield(%) | 0.00 | 2.61 | 3.72 | 4.08 | 3.04 | 2.02 | 1.52 | 3.37 | 2.09 | 2.97 | 4.79 | 4.49 | 3.99 | 3.90 | 4.02 | 4.64 | 3.74 | 0.98 | 0.14 |
Data as of 09/22/2016, AR inception is 10/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) |
-14.81%
Nov 2007 - Nov 2010 |
-9.28%
Nov 2007 - Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBU (WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A) |
7.95%
May 2012 - May 2015 |
6.23%
Mar 2009 - Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart