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WisdomTree US ESG Fund (RESP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W5967

CUSIP

97717W596

Issuer

WisdomTree

Inception Date

Feb 23, 2007

Region

North America (U.S.)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

RESP features an expense ratio of 0.28%, falling within the medium range.


Expense ratio chart for RESP: current value at 0.28% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.28%

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.


Performance

Performance Chart

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


RESP (WisdomTree US ESG Fund)
Benchmark (^GSPC)

Returns By Period


RESP

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

4.46%

1M

2.46%

6M

9.31%

1Y

23.49%

5Y*

13.03%

10Y*

11.31%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20235.89%-2.22%1.72%1.17%-0.58%6.32%3.31%-1.77%-4.88%-1.84%9.22%4.30%21.57%
2022-5.60%-3.13%3.27%-8.01%0.42%-8.37%8.29%-3.70%-9.62%8.59%4.96%-5.32%-18.70%
20210.77%2.12%4.89%4.44%0.92%1.30%2.38%3.17%-5.00%5.47%-1.25%5.61%27.20%
2020-1.93%-9.44%-15.76%13.45%5.15%2.78%6.00%7.08%-3.83%-2.35%11.07%3.49%12.40%
20199.35%3.07%0.75%4.61%-7.66%7.40%2.01%-2.69%2.91%2.36%4.15%3.09%32.26%
20184.39%-2.92%-3.27%0.50%1.70%-0.10%3.22%2.76%0.26%-5.32%0.79%-9.81%-8.37%
20171.23%4.93%-0.89%0.93%0.34%1.63%2.05%0.30%2.36%2.56%3.73%0.95%21.94%
2016-5.99%0.63%6.76%-0.20%1.79%-1.71%4.18%1.31%0.56%-1.41%6.17%2.20%14.51%
2015-4.30%5.93%-0.82%0.41%1.31%-2.19%0.93%-5.77%-3.08%8.67%0.44%-2.91%-2.29%
2014-3.54%3.35%2.09%0.66%1.57%2.38%-1.71%3.97%-1.53%2.27%2.71%0.45%13.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree US ESG Fund (RESP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
RESP
^GSPC

There is not enough data available to calculate the Sharpe ratio for WisdomTree US ESG Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio
RESP (WisdomTree US ESG Fund)
Benchmark (^GSPC)

Dividends

Dividend History


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.802014201520162017201820192020202120222023
Dividends
Dividend Yield
Period2023202220212020201920182017201620152014
Dividend$0.68$0.63$0.56$0.54$0.66$0.80$0.51$0.51$0.52$0.39

Dividend yield

1.37%1.53%1.09%1.33%1.78%2.81%1.60%1.91%2.20%1.57%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree US ESG Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00
2023$0.00$0.00$0.14$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.21$0.68
2022$0.00$0.00$0.15$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.18$0.63
2021$0.00$0.00$0.10$0.00$0.00$0.13$0.00$0.00$0.19$0.00$0.00$0.14$0.56
2020$0.00$0.00$0.17$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.14$0.54
2019$0.00$0.00$0.00$0.00$0.00$0.14$0.00$0.00$0.18$0.00$0.00$0.34$0.66
2018$0.00$0.00$0.11$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.38$0.80
2017$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.00$0.15$0.51
2016$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.14$0.00$0.00$0.15$0.51
2015$0.00$0.00$0.11$0.00$0.00$0.12$0.00$0.00$0.15$0.00$0.00$0.15$0.52
2014$0.09$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.12$0.39

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.


RESP (WisdomTree US ESG Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree US ESG Fund. 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 US ESG Fund was 55.51%, occurring on Mar 6, 2009. Recovery took 723 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.51%Oct 10, 2007341Mar 6, 2009723Feb 8, 20121064
-36.28%Feb 14, 202026Mar 23, 2020109Aug 26, 2020135
-25.19%Jan 4, 2022187Sep 30, 2022327Jan 22, 2024514
-19.68%Sep 21, 201865Dec 24, 201875Apr 12, 2019140
-15.52%Jun 24, 2015151Feb 11, 2016101Jul 18, 2016252

Volatility

Volatility Chart

The current WisdomTree US ESG Fund volatility is 2.54%, 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.


RESP (WisdomTree US ESG Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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