Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WBAL (WisdomTree Balanced Income Fund) | NA | 13.57% | NA | NA | NA | NA | NA | … | … |
Data as of 02/10/2020, Common starting date is 12/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WBAL (WisdomTree Balanced Income Fund) | 12/21/2017 | 02/10/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.57 | NA | NA | NA | NA | NA | … | … | 1.08 | 18.37 | -6.96 | 0.10 |
| Sharpe Ratio | NA | 2.17 | NA | NA | NA | NA | NA | … | … | 4.10 | 2.78 | -0.94 | 12.80 |
| Standard Deviation(%) | NA | 5.65 | NA | NA | NA | NA | NA | … | … | 2.31 | 6.10 | 8.81 | 0.67 |
| Draw Down(%) | NA | 3.68 | NA | NA | NA | NA | NA | … | … | 0.50 | 3.68 | 11.02 | 0.00 |
| Yield(%) | 0.00 | 3.92 | 2.36 | 1.41 | 0.71 | 0.47 | 0.35 | … | … | 0.00 | 4.12 | 3.35 | 0.00 |
Data as of 02/10/2020, Common starting date is 12/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAL (WisdomTree Balanced Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WBAL (WisdomTree Balanced Income Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart