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WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

IssuerWisdomTree
Inception DateDec 13, 2012
CategoryLeveraged Equities
Leveraged3x
Home Pagewww.wisdomtree.eu
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

3USL.L features an expense ratio of 0.75%, falling within the medium range.


Expense ratio chart for 3USL.L: current value at 0.75% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.75%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: 3USL.L vs. RMQAX, 3USL.L vs. TQQQ, 3USL.L vs. VUAA.L, 3USL.L vs. UPRO, 3USL.L vs. QQQ, 3USL.L vs. RYVYX, 3USL.L vs. USSC.L, 3USL.L vs. VTSAX, 3USL.L vs. TLT, 3USL.L vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree S&P 500 3x Daily Leveraged GB, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%0.00%10.00%20.00%30.00%MayJuneJulyAugustSeptemberOctober
22.47%
10.50%
3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB)
Benchmark (^GSPC)

Returns By Period

WisdomTree S&P 500 3x Daily Leveraged GB had a return of 51.22% year-to-date (YTD) and 111.66% in the last 12 months. Over the past 10 years, WisdomTree S&P 500 3x Daily Leveraged GB had an annualized return of 23.51%, outperforming the S&P 500 benchmark which had an annualized return of 11.53%.


PeriodReturnBenchmark
Year-To-Date51.22%20.57%
1 month8.68%4.18%
6 months22.47%10.51%
1 year111.66%35.06%
5 years (annualized)25.65%14.29%
10 years (annualized)23.51%11.53%

Monthly Returns

The table below presents the monthly returns of 3USL.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20245.13%11.18%9.53%-10.63%6.30%16.50%0.13%2.27%6.08%51.22%
202316.26%-5.40%5.95%4.00%0.20%19.89%8.93%-4.96%-14.20%-11.01%28.44%15.36%70.49%
2022-19.16%-5.60%13.47%-23.30%-9.45%-24.15%25.45%-9.61%-23.21%15.80%3.82%-10.68%-57.35%
2021-0.35%7.03%12.06%15.66%2.10%5.79%7.35%8.97%-10.65%16.22%-0.22%11.49%101.77%
20200.76%-27.88%-41.63%29.26%9.57%4.24%16.96%24.27%-10.69%-10.66%33.19%11.56%7.89%
201922.96%10.06%3.57%10.79%-16.17%18.35%8.09%-10.63%6.11%4.47%11.92%7.22%97.98%
201814.32%-9.29%-13.10%4.07%4.35%2.26%7.94%8.89%2.00%-20.81%1.59%-24.71%-27.34%
20171.74%13.77%-0.23%2.08%2.95%1.56%6.06%-0.54%5.81%7.24%8.11%6.17%69.34%
2016-20.73%5.60%18.15%-1.53%6.00%-2.76%13.36%-0.45%-0.26%-5.51%11.10%6.47%26.31%
2015-10.79%16.72%-3.32%2.08%0.69%-5.85%6.38%-17.39%-12.34%29.64%-0.32%-4.22%-7.11%
2014-8.14%14.09%-0.12%0.38%7.26%7.26%-3.53%9.62%-3.21%3.14%9.61%1.18%41.54%
20134.64%-8.41%14.32%-8.09%10.74%15.04%7.14%5.26%44.69%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 3USL.L is 77, placing it in the top 23% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 3USL.L is 7777
3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB)
The Sharpe Ratio Rank of 3USL.L is 8888Sharpe Ratio Rank
The Sortino Ratio Rank of 3USL.L is 7575Sortino Ratio Rank
The Omega Ratio Rank of 3USL.L is 7474Omega Ratio Rank
The Calmar Ratio Rank of 3USL.L is 6767Calmar Ratio Rank
The Martin Ratio Rank of 3USL.L is 8282Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


3USL.L
Sharpe ratio
The chart of Sharpe ratio for 3USL.L, currently valued at 2.95, compared to the broader market0.002.004.006.002.95
Sortino ratio
The chart of Sortino ratio for 3USL.L, currently valued at 3.44, compared to the broader market0.005.0010.003.44
Omega ratio
The chart of Omega ratio for 3USL.L, currently valued at 1.45, compared to the broader market1.001.502.002.503.003.501.45
Calmar ratio
The chart of Calmar ratio for 3USL.L, currently valued at 2.01, compared to the broader market0.005.0010.0015.002.01
Martin ratio
The chart of Martin ratio for 3USL.L, currently valued at 16.60, compared to the broader market0.0020.0040.0060.0080.00100.00120.0016.60
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.79, compared to the broader market0.002.004.006.002.80
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.73, compared to the broader market0.005.0010.003.73
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.51, compared to the broader market1.001.502.002.503.003.501.51
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.46, compared to the broader market0.005.0010.0015.002.46
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.01, compared to the broader market0.0020.0040.0060.0080.00100.00120.0017.01

Sharpe Ratio

The current WisdomTree S&P 500 3x Daily Leveraged GB Sharpe ratio is 2.95. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree S&P 500 3x Daily Leveraged GB with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.00MayJuneJulyAugustSeptemberOctober
2.95
2.80
3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB)
Benchmark (^GSPC)

Dividends

Dividend History


WisdomTree S&P 500 3x Daily Leveraged GB doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-2.67%
-0.20%
3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree S&P 500 3x Daily Leveraged GB. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree S&P 500 3x Daily Leveraged GB was 76.72%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.

The current WisdomTree S&P 500 3x Daily Leveraged GB drawdown is 2.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-76.72%Feb 20, 202023Mar 23, 2020209Jan 20, 2021232
-63.47%Dec 31, 2021196Oct 12, 2022423Jun 18, 2024619
-47.52%Sep 24, 201866Dec 24, 2018216Nov 1, 2019282
-41.76%May 22, 2015185Feb 11, 2016128Aug 15, 2016313
-27.68%Jan 30, 201866May 3, 201881Aug 29, 2018147

Volatility

Volatility Chart

The current WisdomTree S&P 500 3x Daily Leveraged GB volatility is 11.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%MayJuneJulyAugustSeptemberOctober
11.43%
3.37%
3USL.L (WisdomTree S&P 500 3x Daily Leveraged GB)
Benchmark (^GSPC)