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
WSDMF (WisdomTree Issuer ICAV – WisdomTree Europe Equity UCITS ETF) NA 15.44% 6.88% 7.01% NA NA NA
Data as of 06/20/2024, Common starting date is 10/30/2015
More Performance Analytics Comparison
Name Start Date End Date
WSDMF (WisdomTree Issuer ICAV – WisdomTree Europe Equity UCITS ETF) 10/30/2015 06/20/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -0.94 15.44 6.88 7.01 NA NA NA 10.82 19.47 -11.00 20.75 -5.79 25.02 -10.76 10.66 8.59 -3.15
Sharpe Ratio NA 0.97 0.16 0.14 NA NA NA 1.48 1.13 -0.16 0.63 -0.06 0.73 -0.40 0.39 0.18 -0.52
Standard Deviation(%) NA 11.94 26.21 43.29 NA NA NA 14.09 14.34 78.63 32.25 102.43 31.89 30.81 25.69 43.44 48.67
Draw Down(%) NA 7.24 22.26 34.90 NA NA NA 4.63 7.24 22.03 6.68 34.61 9.09 15.18 9.32 14.54 6.46
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/20/2024, Common starting date is 10/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSDMF (WisdomTree Issuer ICAV – WisdomTree Europe Equity UCITS ETF) -5.99%
Apr 2017 – Apr 2020
-0.04%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSDMF (WisdomTree Issuer ICAV – WisdomTree Europe Equity UCITS ETF) 18.17%
Apr 2020 – Apr 2023
9.09%
Mar 2019 – Mar 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return