Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USFR (WisdomTree Floating Rate Treasury Fund) | 1.60% | 4.01% | 4.76% | 3.66% | 2.29% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USFR (WisdomTree Floating Rate Treasury Fund) | 02/04/2014 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 4.01 | 4.76 | 3.66 | 2.29 | NA | NA | … | … | 1.60 | 4.23 | 5.47 | 5.18 | 1.98 | -0.03 | 0.56 | 2.02 | 1.89 | 0.12 | 0.71 | -0.12 | -0.64 |
| Sharpe Ratio | NA | 5.10 | 4.73 | 2.84 | 0.84 | NA | NA | … | … | 5.02 | 4.78 | 5.47 | 3.89 | 1.16 | -0.11 | 0.46 | 0.92 | 0.51 | -0.17 | 0.13 | -0.02 | -0.41 |
| Standard Deviation(%) | NA | 0.27 | 0.32 | 0.40 | 0.84 | NA | NA | … | … | 0.27 | 0.28 | 0.34 | 0.39 | 0.48 | 0.47 | 0.68 | 0.59 | 0.98 | 3.22 | 3.80 | 6.06 | 1.79 |
| Draw Down(%) | NA | 0.02 | 0.06 | 0.18 | 0.95 | NA | NA | … | … | 0.02 | 0.04 | 0.06 | 0.04 | 0.18 | 0.12 | 0.22 | 0.08 | 0.28 | 0.95 | 0.44 | 1.36 | 0.80 |
| Yield(%) | 0.00 | 3.91 | 4.65 | 7.10 | 3.99 | 2.66 | 1.99 | … | … | 1.51 | 4.14 | 5.17 | 5.12 | 3.57 | 0.02 | 0.40 | 2.08 | 1.56 | 0.12 | 0.11 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/04/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USFR (WisdomTree Floating Rate Treasury Fund) |
0.02%
Aug 2014 – Aug 2017 |
0.64%
May 2014 – May 2019 |
1.44%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USFR (WisdomTree Floating Rate Treasury Fund) |
4.96%
Oct 2022 – Oct 2025 |
3.66%
May 2021 – May 2026 |
2.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart