Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EES (WisdomTree U.S. SmallCap Fund) | 13.74% | 32.43% | 16.59% | 6.56% | 23.53% | 19.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EES (WisdomTree U.S. SmallCap Fund) | 02/23/2007 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 32.43 | 16.59 | 6.56 | 23.53 | 19.12 | NA | … | … | 13.74 | 6.99 | 9.86 | 18.55 | -16.17 | 34.40 | 3.06 | 21.69 | -10.10 | 237.24 | 30.32 | -7.17 | 2.38 | 45.22 | 15.13 | -1.88 | 26.95 | 48.72 | -32.41 | -15.14 |
| Sharpe Ratio | NA | 1.65 | 0.65 | 0.19 | 0.53 | NA | NA | … | … | 1.92 | 0.19 | 0.29 | 0.71 | -0.72 | 1.64 | 0.06 | 1.15 | -0.68 | 2.16 | 1.57 | -0.43 | 0.15 | 3.07 | 0.86 | -0.07 | 1.16 | 1.16 | -0.77 | -0.96 |
| Standard Deviation(%) | NA | 17.36 | 20.84 | 21.49 | 42.00 | NA | NA | … | … | 16.87 | 22.05 | 21.30 | 21.13 | 24.43 | 20.97 | 47.25 | 17.62 | 16.90 | 110.12 | 19.15 | 16.86 | 15.27 | 14.74 | 17.72 | 28.91 | 23.09 | 41.88 | 43.25 | 21.46 |
| Draw Down(%) | NA | 7.98 | 27.16 | 27.16 | 50.52 | NA | NA | … | … | 7.98 | 23.62 | 10.22 | 17.97 | 24.77 | 10.15 | 48.69 | 14.80 | 25.11 | 6.48 | 14.13 | 16.70 | 12.40 | 5.65 | 14.90 | 26.15 | 19.33 | 40.34 | 49.05 | 19.84 |
| Yield(%) | 0.00 | 1.45 | 1.62 | 1.37 | 2.12 | 2.77 | 2.33 | … | … | 0.19 | 1.37 | 1.50 | 1.38 | 0.92 | 2.25 | 1.31 | 1.54 | 1.58 | 1.03 | 1.34 | 1.27 | 1.02 | 1.09 | 2.31 | 1.23 | 1.32 | 0.77 | 1.48 | 0.77 |
Data as of 06/04/2026, Common starting date is 02/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EES (WisdomTree U.S. SmallCap Fund) |
-10.18%
Mar 2017 – Mar 2020 |
1.50%
May 2007 – May 2012 |
17.86%
Mar 2010 – Mar 2020 |
15.82%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EES (WisdomTree U.S. SmallCap Fund) |
71.69%
Sep 2015 – Sep 2018 |
44.81%
Nov 2012 – Nov 2017 |
33.66%
Feb 2009 – Feb 2019 |
24.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart