- ISIN
- US97717W4713
- CUSIP
- 97717W471
- Issuer
- WisdomTree
- Inception Date
- Dec 18, 2013
- Region
- North America (U.S.)
- Category
- Currency
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Currency
- Assets Under Management
- $420M
Share Price Chart
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Performance
USDU Performance Chart
WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) is up 3.4% since the beginning of the year. USDU is currently trading at $27 per share. Investors who bought $1,000 worth of USDU shares 5 years ago would now be looking at an investment worth $1,303.
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Returns By Period
WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) has returned 3.37% so far this year and 5.61% over the past 12 months. Over the last ten years, USDU has returned 2.82% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
WisdomTree Bloomberg U.S. Dollar Bullish Fund
- 1D
- 0.23%
- 1M
- 1.76%
- YTD
- 3.37%
- 6M
- 3.42%
- 1Y
- 5.61%
- 3Y*
- 5.23%
- 5Y*
- 5.44%
- 10Y*
- 2.82%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
USDU Monthly Returns History
Based on dividend-adjusted daily data since Dec 18, 2013, USDU's average daily return is +0.01%, while the average monthly return is +0.28%. At this rate, an investment would double in approximately 20.7 years.
Historically, 55% of months were positive and 45% were negative. The best month was Apr 2022 with a return of +4.0%, while the worst month was Nov 2022 at -4.5%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, USDU closed higher 50% of trading days. The best single day was Mar 17, 2020 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -6.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.09% | -0.43% | 3.62% | -1.56% | 0.93% | 1.95% | 3.37% | ||||||
| 2025 | 0.11% | -0.14% | -1.41% | -3.71% | -0.04% | -1.79% | 3.30% | -1.43% | 0.57% | 2.20% | 0.07% | -0.73% | -3.14% |
| 2024 | 2.67% | 0.93% | 0.69% | 2.10% | -0.67% | 1.96% | -0.70% | -1.04% | -0.34% | 3.35% | 1.75% | 3.10% | 14.56% |
| 2023 | -1.42% | 3.04% | -1.47% | 0.15% | 2.11% | -0.53% | -0.83% | 2.43% | 2.52% | 1.30% | -2.47% | -1.58% | 3.10% |
| 2022 | 0.81% | -0.30% | 1.07% | 4.00% | -1.13% | 2.53% | 0.64% | 2.53% | 3.40% | 0.13% | -4.49% | -1.48% | 7.67% |
| 2021 | 1.33% | 0.03% | 1.42% | -1.47% | -1.51% | 1.78% | 0.21% | 0.48% | 1.41% | -0.35% | 1.74% | -0.99% | 4.07% |
Benchmark Metrics
WisdomTree Bloomberg U.S. Dollar Bullish Fund has an annualized alpha of 4.05%, beta of -0.04, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since December 18, 2013.
- This ETF tended to rise when S&P 500 Index fell (downside capture of -40.99%), but participation in market rallies was also limited (-4.07%) - a profile typical of counter-cyclical assets.
- Beta of -0.04 may look defensive, but with R2 of 0.01 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.01 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 4.05%
- Beta
- -0.04
- R²
- 0.01
- Upside Capture
- -4.07%
- Downside Capture
- -40.99%
Expense Ratio
USDU has an expense ratio of 0.51%, placing it in the medium range.
Return for Risk
Risk / Return Rank
USDU ranks 29 for risk / return — below 29% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USDU | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.04 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.54 | 2.78 | -1.24 |
| Martin ratioReturn relative to average drawdown | 4.24 | 12.44 | -8.20 |
Dividends
Dividend History
WisdomTree Bloomberg U.S. Dollar Bullish Fund provided a 3.71% dividend yield over the last twelve months, with an annual payout of $0.99 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.99 | $0.99 | $1.10 | $1.76 | $2.04 | $0.00 | $0.17 | $0.82 | $0.24 | $0.00 | $0.00 | $1.77 |
Dividend yield | 3.71% | 3.83% | 3.97% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Bloomberg U.S. Dollar Bullish Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $0.99 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 | $1.76 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.04 | $2.04 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Bloomberg U.S. Dollar Bullish 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 Bloomberg U.S. Dollar Bullish Fund was 14.54%, occurring on Jan 6, 2021. Recovery took 424 trading sessions.
The current WisdomTree Bloomberg U.S. Dollar Bullish Fund drawdown is 0.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2021 correction2021 | -14.54%Jan 2021 | 9mo 22d | 1y 8mo | 2y 5moMar 2020 - Sep 2022 |
2018 correction2018 | -12.42%Feb 2018 | 1y 1mo | 1y 6mo | 2y 7moJan 2017 - Aug 2019 |
2023 pullback2023 | -9.28%Feb 2023 | 4mo 7d | 8mo 19d | 1y 21dSep 2022 - Oct 2023 |
2016 pullback2016 | -8.07%May 2016 | 3mo 8d | 7mo 16d | 10mo 24dJan 2016 - Dec 2016 |
2025 pullback2025 | -7.73%Jun 2025 | 5mo 17d | — | 1y 5moJan 2025 - now |
Drawdown Indicators
| USDU | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.54% | -56.78% | +42.24% |
Max Drawdown (1Y)Largest decline over 1 year | -3.64% | -9.10% | +5.46% |
Max Drawdown (3Y)Largest decline over 3 years | -7.73% | -18.90% | +11.17% |
Max Drawdown (5Y)Largest decline over 5 years | -9.28% | -25.43% | +16.15% |
Max Drawdown (10Y)Largest decline over 10 years | -14.54% | -33.92% | +19.38% |
Current DrawdownCurrent decline from peak | -0.84% | -1.80% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -10.71% | +6.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.34% | 2.03% | -0.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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