Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EZY (WisdomTree US LargeCap Value ETF) | NA | 13.81% | 7.84% | 12.07% | 7.35% | NA | NA | 6.31% |
Data as of 04/26/2018, AR inception is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EZY (WisdomTree US LargeCap Value ETF) | 02/26/2007 | 04/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 13.81 | 7.84 | 12.07 | 7.35 | NA | NA | 6.31 | -2.27 | 23.57 | 8.59 | -0.68 | 14.47 | 30.74 | 11.25 | 5.13 | 14.22 | 29.43 | -41.37 | -0.77 |
| Sharpe Ratio | NA | 1.35 | 0.51 | 0.86 | 0.30 | NA | NA | 0.24 | -0.46 | 2.90 | 0.60 | -0.04 | 1.13 | 2.53 | 0.91 | 0.21 | 0.71 | 0.90 | -0.78 | -0.21 |
| Standard Deviation(%) | NA | 9.63 | 14.10 | 13.72 | 24.59 | NA | NA | 24.15 | 17.24 | 7.97 | 13.95 | 18.05 | 12.81 | 12.12 | 12.36 | 24.38 | 19.93 | 32.61 | 54.35 | 18.23 |
| Draw Down(%) | NA | 8.30 | 22.61 | 22.61 | 57.40 | NA | NA | 61.94 | 8.30 | 3.55 | 13.33 | 16.00 | 11.93 | 6.69 | 8.28 | 22.43 | 18.84 | 31.60 | 58.19 | 14.14 |
| Yield(%) | 0.00 | 0.82 | 1.20 | 1.60 | 1.62 | 1.17 | 0.88 | 1.60 | 0.00 | 1.18 | 1.41 | 1.54 | 1.36 | 1.47 | 2.43 | 1.57 | 1.53 | 2.32 | 1.85 | 1.82 |
Data as of 04/26/2018, AR inception is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZY (WisdomTree US LargeCap Value ETF) |
-13.19%
Jun 2007 - Jun 2010 |
-2.60%
May 2007 - May 2012 |
4.90%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EZY (WisdomTree US LargeCap Value ETF) |
27.47%
Feb 2009 - Feb 2012 |
23.25%
Feb 2009 - Feb 2014 |
8.17%
Feb 2008 - Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart