Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFIG (WisdomTree U.S. Short-Term Corporate Bond Fund) 0.54% 4.59% 5.38% 2.20% 2.44% NA NA
Data as of 05/29/2026, Common starting date is 04/27/2016
More Performance Analytics Comparison
Name Start Date End Date
SFIG (WisdomTree U.S. Short-Term Corporate Bond Fund) 04/27/2016 05/29/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.30 4.59 5.38 2.20 2.44 NA NA 0.54 6.69 4.67 6.10 -5.65 -0.78 4.40 6.08 1.81 1.64 -0.38
Sharpe Ratio NA 0.98 0.42 -0.07 0.18 NA NA -0.57 1.68 0.12 0.72 -1.60 -0.56 0.54 3.50 0.18 0.58 -0.50
Standard Deviation(%) NA 1.96 5.35 4.76 4.30 NA NA 2.10 2.27 8.56 3.41 4.45 1.43 7.72 1.32 2.40 1.69 1.57
Draw Down(%) NA 1.40 5.45 9.45 12.35 NA NA 1.40 1.07 5.45 2.29 8.40 1.58 12.35 0.65 1.07 0.76 0.89
Yield(%) 0.38 4.44 4.33 3.21 2.67 1.78 1.34 1.77 4.55 4.39 3.34 1.97 1.62 2.34 2.33 2.26 1.81 0.97
Data as of 05/29/2026, Common starting date is 04/27/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFIG (WisdomTree U.S. Short-Term Corporate Bond Fund) -1.49%
Oct 2019 – Oct 2022
0.40%
Oct 2017 – Oct 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFIG (WisdomTree U.S. Short-Term Corporate Bond Fund) 6.42%
Oct 2022 – Oct 2025
2.69%
May 2016 – May 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return