Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EZM (WisdomTree U.S. MidCap Fund) | -1.09% | 2.72% | 8.42% | 14.13% | 21.23% | 19.71% | NA | 15.95% |
Data as of 08/01/2025, AR inception is 02/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZM (WisdomTree U.S. MidCap Fund) | 02/23/2007 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.28 | 2.72 | 8.42 | 14.13 | 21.23 | 19.71 | NA | 15.95 | -1.09 | 10.61 | 19.67 | -12.22 | 31.00 | 5.57 | 24.74 | -12.34 | 252.11 | 19.80 | -4.77 | 8.38 | 40.24 | 17.73 | 0.94 | 25.59 | 50.23 | -35.12 | -6.95 |
| Sharpe Ratio | NA | -0.02 | 0.24 | 0.57 | 0.48 | NA | NA | 0.42 | -0.20 | 0.23 | 0.78 | -0.53 | 1.67 | 0.12 | 1.49 | -0.84 | 2.30 | 1.15 | -0.31 | 0.63 | 3.04 | 1.10 | 0.03 | 1.23 | 1.38 | -0.90 | -0.63 |
| Standard Deviation(%) | NA | 22.25 | 20.89 | 21.40 | 41.38 | NA | NA | 34.69 | 24.39 | 17.49 | 19.91 | 25.93 | 18.59 | 45.04 | 15.71 | 16.29 | 110.00 | 17.00 | 15.36 | 13.26 | 13.21 | 16.18 | 27.15 | 20.76 | 36.46 | 40.06 | 17.46 |
| Draw Down(%) | NA | 23.76 | 23.76 | 23.76 | 47.26 | NA | NA | 59.57 | 20.65 | 9.03 | 15.58 | 22.42 | 8.32 | 47.26 | 10.26 | 23.14 | 5.06 | 11.85 | 13.30 | 11.29 | 5.49 | 14.98 | 25.67 | 16.57 | 33.20 | 49.84 | 15.56 |
| Yield(%) | 0.00 | 0.95 | 1.38 | 2.03 | 1.96 | 3.31 | 2.47 | 2.75 | 0.00 | 1.65 | 1.49 | 1.34 | 1.43 | 1.72 | 1.87 | 1.35 | 1.31 | 1.85 | 1.23 | 1.26 | 1.34 | 1.98 | 0.98 | 1.71 | 1.49 | 1.47 | 0.86 |
Data as of 08/01/2025, AR inception is 02/23/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZM (WisdomTree U.S. MidCap Fund) |
-7.75%
Mar 2017 - Mar 2020 |
2.13%
May 2007 - May 2012 |
19.23%
Mar 2010 - Mar 2020 |
16.52%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZM (WisdomTree U.S. MidCap Fund) |
65.43%
Feb 2016 - Feb 2019 |
44.13%
Jul 2012 - Jul 2017 |
32.76%
Feb 2009 - Feb 2019 |
24.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart