Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPS (WisdomTree U.S. LargeCap Fund) | 12.21% | 30.16% | 22.44% | 13.21% | 14.92% | 13.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPS (WisdomTree U.S. LargeCap 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 (%) | 0.79 | 30.16 | 22.44 | 13.21 | 14.92 | 13.89 | NA | … | … | 12.21 | 17.40 | 23.97 | 22.79 | -15.85 | 27.46 | 12.02 | 32.54 | -7.50 | 22.73 | 13.77 | -1.57 | 13.59 | 32.98 | 14.60 | 3.64 | 13.26 | 27.21 | -36.65 | 2.94 |
| Sharpe Ratio | NA | 2.48 | 1.41 | 0.67 | 0.75 | NA | NA | … | … | 2.17 | 0.84 | 1.72 | 1.50 | -0.76 | 2.28 | 0.34 | 2.38 | -0.55 | 3.09 | 1.02 | -0.10 | 1.32 | 3.15 | 1.18 | 0.17 | 0.83 | 0.99 | -1.03 | 0.03 |
| Standard Deviation(%) | NA | 11.33 | 13.94 | 16.01 | 17.70 | NA | NA | … | … | 13.18 | 17.38 | 11.79 | 12.89 | 22.97 | 12.05 | 34.85 | 13.08 | 16.35 | 7.18 | 13.34 | 15.34 | 10.27 | 10.47 | 12.45 | 20.60 | 15.86 | 27.25 | 36.38 | 16.30 |
| Draw Down(%) | NA | 8.40 | 17.66 | 23.57 | 35.79 | NA | NA | … | … | 8.40 | 17.66 | 7.82 | 9.73 | 23.57 | 5.03 | 35.79 | 7.84 | 18.98 | 2.59 | 11.00 | 12.01 | 7.47 | 5.10 | 10.72 | 17.61 | 14.04 | 27.04 | 47.92 | 10.31 |
| Yield(%) | 0.00 | 1.46 | 1.97 | 1.84 | 3.08 | 4.12 | 3.10 | … | … | 0.28 | 1.46 | 1.80 | 2.09 | 1.60 | 1.92 | 2.01 | 2.21 | 1.82 | 1.91 | 2.24 | 2.08 | 1.86 | 2.07 | 2.40 | 1.96 | 1.87 | 2.33 | 1.71 | 1.44 |
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 |
|---|---|---|---|---|
| EPS (WisdomTree U.S. LargeCap Fund) |
-9.46%
Jun 2007 – Jun 2010 |
-0.94%
May 2007 – May 2012 |
6.71%
May 2007 – May 2017 |
7.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPS (WisdomTree U.S. LargeCap Fund) |
25.77%
Feb 2009 – Feb 2012 |
22.57%
Feb 2009 – Feb 2014 |
16.15%
Feb 2009 – Feb 2019 |
15.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart