Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WisdomTree ETFs Plan Tactical Asset Allocation Moderate | NA | 19.71% | 4.14% | 8.74% | 5.67% | 7.45% | NA | 7.41% |
Data as of 10/31/2024, AR inception is 06/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WisdomTree ETFs Plan Tactical Asset Allocation Moderate | 06/30/2007 | 01/08/2025 |
| 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 (%) | -0.41 | 19.71 | 4.14 | 8.74 | 5.67 | 7.45 | NA | 7.41 | NA | 5.97 | 7.59 | -5.76 | 16.63 | 13.08 | 14.82 | -7.19 | 6.28 | 9.48 | -5.94 | 4.86 | 20.27 | 11.86 | 1.03 | 17.66 | 11.07 | 4.20 | 1.94 |
| Sharpe Ratio | NA | 0.16 | -0.15 | 0.35 | 0.30 | NA | NA | 0.51 | 0.07 | -0.07 | 0.36 | -0.51 | 1.42 | 0.59 | 1.64 | -0.82 | 0.86 | 0.95 | -0.54 | 0.52 | 1.99 | 1.61 | 0.07 | 1.36 | 0.99 | 0.32 | 0.04 |
| Standard Deviation(%) | NA | 9.03 | 11.05 | 13.99 | 11.87 | NA | NA | 11.72 | 6.61 | 9.14 | 9.37 | 14.06 | 11.69 | 21.73 | 8.18 | 10.34 | 6.53 | 9.76 | 11.14 | 9.39 | 10.19 | 7.32 | 13.85 | 12.89 | 11.14 | 10.08 | 18.27 |
| Draw Down(%) | NA | 6.85 | 13.73 | 25.16 | 25.16 | NA | NA | 25.16 | 0.45 | 6.85 | 10.52 | 13.73 | 5.84 | 25.16 | 5.08 | 16.14 | 3.59 | 4.72 | 13.26 | 5.89 | 6.32 | 4.77 | 12.54 | 8.72 | 5.26 | 6.08 | 8.51 |
| Yield(%) | NA | 3.24 | 3.15 | 2.44 | 2.45 | NA | NA | 0.00 | NA | 2.54 | 2.58 | 3.12 | 1.31 | 1.56 | 2.12 | 2.33 | 2.62 | 2.73 | 2.42 | 1.35 | 1.84 | 2.16 | 3.21 | 1.83 | 2.54 | 1.14 | 1.43 |
Data as of 10/31/2024, AR inception is 06/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WisdomTree ETFs Plan Tactical Asset Allocation Moderate |
-2.15%
Mar 2017 - Mar 2020 |
-0.76%
Mar 2015 - Mar 2020 |
4.58%
Oct 2013 - Oct 2023 |
6.59%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WisdomTree ETFs Plan Tactical Asset Allocation Moderate |
15.36%
Mar 2020 - Mar 2023 |
13.21%
Jun 2009 - Jun 2014 |
8.32%
Aug 2008 - Aug 2018 |
7.89%
Mar 2009 - Mar 2024 |
Annualized Rolling Returns Comparison Chart