Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| QSY (WisdomTree U.S. Quality Shareholder Yield Fund) | NA | -5.07% | 10.48% | 10.63% | 11.49% | 6.69% | NA | … | … |
Data as of 11/14/2022, Common starting date is 02/23/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| QSY (WisdomTree U.S. Quality Shareholder Yield Fund) | 02/23/2007 | 11/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.41 | -5.07 | 10.48 | 10.63 | 11.49 | 6.69 | NA | … | … | -5.42 | -34.16 | 6.09 | 29.70 | -8.27 | 22.40 | 6.17 | -2.18 | 13.04 | 29.03 | 8.74 | 3.48 | 12.54 | 26.61 | -42.77 | -2.64 |
| Sharpe Ratio | NA | -0.27 | 0.37 | 0.43 | 0.59 | NA | NA | … | … | -0.31 | -0.48 | 0.15 | 2.07 | -0.62 | 2.73 | 0.42 | -0.12 | 1.01 | 2.38 | 0.70 | 0.14 | 0.63 | 0.82 | -0.80 | -0.33 |
| Standard Deviation(%) | NA | 22.75 | 26.95 | 22.82 | 18.74 | NA | NA | … | … | 23.55 | 71.02 | 38.67 | 13.67 | 15.46 | 8.01 | 13.98 | 18.03 | 12.85 | 12.18 | 12.48 | 24.34 | 19.90 | 32.48 | 54.46 | 18.32 |
| Draw Down(%) | NA | 19.24 | 42.18 | 42.18 | 42.18 | NA | NA | … | … | 19.24 | 52.33 | 42.18 | 9.24 | 20.53 | 3.85 | 13.33 | 16.00 | 12.22 | 6.96 | 8.28 | 23.05 | 19.13 | 31.60 | 58.86 | 14.52 |
| Yield(%) | 0.00 | 1.81 | 1.47 | 1.76 | 1.57 | 0.93 | 0.68 | … | … | 1.38 | 1.23 | 1.68 | 1.83 | 1.74 | 0.50 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/14/2022, 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 |
|---|---|---|---|---|
| QSY (WisdomTree U.S. Quality Shareholder Yield Fund) |
-15.05%
Jun 2007 – Jun 2010 |
-4.48%
May 2007 – May 2012 |
3.00%
May 2007 – May 2017 |
5.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| QSY (WisdomTree U.S. Quality Shareholder Yield Fund) |
25.25%
Feb 2009 – Feb 2012 |
21.09%
Feb 2009 – Feb 2014 |
14.59%
Feb 2009 – Feb 2019 |
6.88%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart