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Sharpe ratio is not yet available for PUTW. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares WisdomTree Equity Premium Income Fund's Sharpe Ratio with other mutual funds in the Derivative Income, S&P 500 category across multiple time periods, showing how PUTW's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CIIBlackRock Enhanced Large Cap Core Fund2.45
BMCIXBlackRock High Equity Income Fund2.02
BMEAXBlackRock High Equity Income Fund Class A1.99
NIEVirtus Equity & Convertible Income Fund1.89
TCBIXThe Covered Bridge Fund1.86
SPINXSEI Institutional Investments Trust S&P 500 Index Fund1.83
SCAUXInvesco Income Advantage U.S. Fund1.82
FXAIXFidelity 500 Index Fund1.82
VIIIXVanguard Institutional Index Fund Institutional Plus Shares1.82
VINIXVanguard Institutional Index Fund Institutional Shares1.82
PUTWWisdomTree Equity Premium Income Fund

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows PUTW's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PUTW consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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