Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) | 0.83% | 4.11% | 4.84% | 1.68% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/18/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) | 05/18/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 4.11 | 4.84 | 1.68 | NA | NA | NA | … | … | 0.83 | 6.28 | 4.28 | 4.63 | -6.38 | -0.91 | 4.71 | 5.32 | 0.41 | 0.53 |
| Sharpe Ratio | NA | 0.81 | 0.72 | -0.33 | NA | NA | NA | … | … | -0.56 | 1.57 | 0.31 | 0.31 | -2.04 | -0.63 | 1.28 | 2.14 | -0.51 | 0.06 |
| Standard Deviation(%) | NA | 1.85 | 2.24 | 2.75 | NA | NA | NA | … | … | 2.01 | 2.18 | 2.14 | 3.21 | 3.84 | 1.49 | 3.46 | 1.80 | 1.91 | 1.57 |
| Draw Down(%) | NA | 1.36 | 1.36 | 9.62 | NA | NA | NA | … | … | 1.36 | 1.09 | 1.23 | 2.26 | 8.49 | 1.52 | 5.80 | 0.99 | 1.41 | 0.75 |
| Yield(%) | 0.00 | 4.25 | 4.28 | 2.90 | 2.32 | 1.55 | 1.16 | … | … | 1.78 | 4.40 | 4.49 | 3.08 | 1.28 | 0.90 | 2.39 | 2.34 | 2.13 | 1.25 |
Data as of 06/04/2026, Common starting date is 05/18/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) |
-1.86%
Oct 2020 – Oct 2023 |
0.19%
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 |
|---|---|---|---|---|
| SHAG (WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund) |
5.44%
Feb 2023 – Feb 2026 |
1.78%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart