WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L)
The ETP aims to provide three times the daily return of the S&P 500 Net Total Returns Index through swap agreements. This product tracks the performance of large-cap U.S. companies across various sectors.
ETF Info
| Issuer | WisdomTree |
|---|---|
| Inception Date | Dec 13, 2012 |
| Category | Leveraged Equities |
| Leveraged | 3x |
| Home Page | www.wisdomtree.eu |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
3USL.L has a high expense ratio of 0.75%, indicating higher-than-average management fees.
Share Price Chart
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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.
Returns By Period
WisdomTree S&P 500 3x Daily Leveraged GB had a return of 16.35% year-to-date (YTD) and 63.68% in the last 12 months. Over the past 10 years, WisdomTree S&P 500 3x Daily Leveraged GB had an annualized return of 21.50%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 16.35% | 7.26% |
| 1 month | -9.12% | -2.63% |
| 6 months | 75.50% | 22.78% |
| 1 year | 63.68% | 22.71% |
| 5 years (annualized) | 18.13% | 11.87% |
| 10 years (annualized) | 21.50% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.13% | 11.18% | 9.53% | |||||||||
| 2023 | -11.01% | 28.44% | 15.36% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 3USL.L is 73, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
WisdomTree S&P 500 3x Daily Leveraged GB(3USL.L)
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.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 16.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.72% | Feb 20, 2020 | 23 | Mar 23, 2020 | 209 | Jan 20, 2021 | 232 |
| -63.47% | Dec 31, 2021 | 196 | Oct 12, 2022 | — | — | — |
| -47.52% | Sep 24, 2018 | 66 | Dec 24, 2018 | 216 | Nov 1, 2019 | 282 |
| -41.76% | May 22, 2015 | 185 | Feb 11, 2016 | 128 | Aug 15, 2016 | 313 |
| -27.68% | Jan 30, 2018 | 66 | May 3, 2018 | 81 | Aug 29, 2018 | 147 |
Volatility
Volatility Chart
The current WisdomTree S&P 500 3x Daily Leveraged GB volatility is 11.55%, 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.