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 features an expense ratio of 0.75%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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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. USSC.L, 3USL.L vs. RYVYX, 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.
Returns By Period
WisdomTree S&P 500 3x Daily Leveraged GB had a return of 71.16% year-to-date (YTD) and 101.00% 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 11.31%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 71.16% | 24.72% |
| 1 month | 5.94% | 2.30% |
| 6 months | 31.22% | 12.31% |
| 1 year | 101.00% | 32.12% |
| 5 years (annualized) | 24.45% | 13.81% |
| 10 years (annualized) | 23.51% | 11.31% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 5.13% | 11.18% | 9.53% | -10.63% | 6.30% | 16.50% | 0.13% | 2.27% | 6.08% | -1.43% | 71.16% | ||
| 2023 | 16.26% | -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% |
| 2020 | 0.76% | -27.88% | -41.63% | 29.26% | 9.57% | 4.24% | 16.96% | 24.27% | -10.69% | -10.66% | 33.19% | 11.56% | 7.89% |
| 2019 | 22.96% | 10.06% | 3.57% | 10.79% | -16.17% | 18.35% | 8.09% | -10.63% | 6.11% | 4.47% | 11.92% | 7.22% | 97.98% |
| 2018 | 14.32% | -9.29% | -13.10% | 4.07% | 4.35% | 2.26% | 7.94% | 8.89% | 2.00% | -20.81% | 1.59% | -24.71% | -27.34% |
| 2017 | 1.74% | 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% |
| 2013 | 4.64% | -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.
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. Drawdowns are calculated considering price movements and all distributions paid, if any.
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 1.40%.
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 | 423 | Jun 18, 2024 | 619 |
| -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 10.80%, 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.