Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXT (WisdomTree U.S. ESG Fund) | NA | 31.59% | 15.68% | 16.25% | NA | NA | NA | 15.36% |
Data as of 08/23/2021, AR inception is 06/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXT (WisdomTree U.S. ESG Fund) | 06/18/2012 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 31.59 | 15.68 | 16.25 | NA | NA | NA | 15.36 | 20.16 | -23.58 | 29.82 | -10.76 | 19.86 | 12.21 | -4.38 | 11.27 | 32.61 | 5.07 | 3.06 | 13.76 | 32.00 | -36.84 | 1.71 |
| Sharpe Ratio | NA | 2.13 | 0.65 | 0.81 | -0.06 | NA | NA | 0.89 | 2.58 | -1.59 | 0.49 | -1.89 | 0.08 | -1.59 | -1.50 | -0.68 | 1.34 | -0.57 | -0.71 | -0.31 | 0.49 | -1.51 | -1.46 |
| Standard Deviation(%) | NA | 15.26 | 22.49 | 18.80 | 372.46 | NA | NA | 16.37 | 12.90 | 53.61 | 13.33 | 17.14 | 7.94 | 13.72 | 15.30 | 10.59 | 10.51 | 13.39 | 21.94 | 15.68 | 27.56 | 37.28 | 16.25 |
| Draw Down(%) | NA | 10.19 | 36.28 | 36.28 | 72.58 | NA | NA | 36.28 | 4.40 | 36.28 | 7.94 | 21.15 | 3.86 | 10.89 | 13.04 | 7.83 | 5.60 | 8.26 | 18.93 | 14.53 | 28.84 | 47.27 | 11.73 |
| Yield(%) | 0.00 | 0.00 | 1.48 | 2.02 | 2.69 | 1.79 | 1.34 | 2.99 | 0.00 | 0.75 | 2.29 | 2.49 | 1.91 | 2.18 | 2.12 | 1.76 | 2.05 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/23/2021, AR inception is 06/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXT (WisdomTree U.S. ESG Fund) |
1.71%
Mar 2017 - Mar 2020 |
4.27%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXT (WisdomTree U.S. ESG Fund) |
17.10%
Jul 2012 - Jul 2015 |
16.52%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart