Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WTRE (WisdomTree New Economy Real Estate Fund) | 20.49% | 41.05% | 18.14% | 1.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WTRE (WisdomTree New Economy Real Estate Fund) | 03/29/2019 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.54 | 41.05 | 18.14 | 1.58 | NA | NA | NA | … | … | 20.49 | 26.36 | -3.30 | 14.10 | -31.68 | 2.74 | 5.00 | -5.94 |
| Sharpe Ratio | NA | 2.37 | 0.92 | 0.00 | NA | NA | NA | … | … | 2.95 | 1.22 | -0.45 | 0.55 | -1.40 | 0.23 | 0.13 | -0.21 |
| Standard Deviation(%) | NA | 20.45 | 18.78 | 19.33 | NA | NA | NA | … | … | 23.71 | 19.25 | 15.32 | 19.30 | 23.78 | 12.01 | 36.28 | 43.20 |
| Draw Down(%) | NA | 14.21 | 22.16 | 43.49 | NA | NA | NA | … | … | 12.53 | 14.21 | 14.56 | 21.53 | 38.51 | 11.13 | 38.28 | 32.67 |
| Yield(%) | 0.00 | 2.78 | 2.71 | 2.61 | 1.66 | 1.11 | 0.83 | … | … | 0.09 | 2.90 | 2.55 | 2.27 | 1.13 | 8.10 | 2.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRE (WisdomTree New Economy Real Estate Fund) |
-13.18%
Sep 2019 – Sep 2022 |
-7.08%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WTRE (WisdomTree New Economy Real Estate Fund) |
20.22%
May 2023 – May 2026 |
3.50%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart