WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
USDU is an actively managed ETF by WisdomTree. USDU launched on Dec 18, 2013 and has a 0.51% expense ratio.
ETF Info
| ISIN | US97717W4713 |
|---|---|
| CUSIP | 97717W471 |
| Issuer | WisdomTree |
| Inception Date | Dec 18, 2013 |
| Region | North America (U.S.) |
| Category | Currency, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Asset Class | Currency |
Expense Ratio
USDU features an expense ratio of 0.51%, falling within the medium range.
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.
Popular comparisons: USDU vs. UUP, USDU vs. FLLA, USDU vs. FTGC, USDU vs. EURUSD=X, USDU vs. GOLD, USDU vs. VOO, USDU vs. USFR, USDU vs. HEFA, USDU vs. GLD, USDU vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Bloomberg U.S. Dollar Bullish Fund, 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 Bloomberg U.S. Dollar Bullish Fund had a return of 11.67% year-to-date (YTD) and 9.26% in the last 12 months. Over the past 10 years, WisdomTree Bloomberg U.S. Dollar Bullish Fund had an annualized return of 3.25%, while the S&P 500 had an annualized return of 11.39%, indicating that WisdomTree Bloomberg U.S. Dollar Bullish Fund did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.67% | 25.48% |
| 1 month | 3.47% | 2.14% |
| 6 months | 6.41% | 12.76% |
| 1 year | 9.26% | 33.14% |
| 5 years (annualized) | 3.79% | 13.96% |
| 10 years (annualized) | 3.25% | 11.39% |
Monthly Returns
The table below presents the monthly returns of USDU, 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 | 2.67% | 0.93% | 0.69% | 2.10% | -0.67% | 1.96% | -0.70% | -1.04% | -0.34% | 3.35% | 11.67% | ||
| 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% |
| 2020 | 1.38% | 1.55% | 2.99% | -0.18% | -1.49% | -0.76% | -3.23% | -1.68% | 1.49% | -0.68% | -2.39% | -2.39% | -5.44% |
| 2019 | -1.00% | 1.23% | 0.77% | 0.36% | 0.81% | -1.36% | 1.93% | 1.34% | 0.07% | -1.74% | 1.13% | -1.91% | 1.55% |
| 2018 | -3.40% | 1.68% | -0.74% | 1.58% | 2.81% | 0.85% | -0.69% | 1.36% | 0.01% | 2.86% | 0.04% | -0.91% | 5.40% |
| 2017 | -2.17% | 0.40% | -1.27% | -0.48% | -1.52% | -1.20% | -2.55% | 0.04% | 0.94% | 1.86% | -1.60% | -0.04% | -7.44% |
| 2016 | 1.76% | -1.98% | -3.85% | -2.10% | 3.81% | -1.46% | -0.30% | 0.57% | -0.53% | 2.26% | 3.76% | 0.58% | 2.23% |
| 2015 | 2.73% | 0.50% | 2.22% | -2.94% | 2.27% | -1.06% | 2.28% | -0.17% | 0.70% | -0.60% | 2.27% | -0.69% | 7.60% |
| 2014 | 1.00% | -1.54% | -0.04% | -0.90% | -0.10% | -0.48% | 1.58% | 0.45% | 3.97% | 0.88% | 2.24% | 2.19% | 9.52% |
| 2013 | 0.44% | 0.44% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of USDU is 47, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Bloomberg U.S. Dollar Bullish Fund provided a 6.26% dividend yield over the last twelve months, with an annual payout of $1.76 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.76 | $1.76 | $2.04 | $0.00 | $0.17 | $0.82 | $0.24 | $0.00 | $0.00 | $1.77 | $0.43 |
Dividend yield | 6.26% | 6.99% | 7.83% | 0.00% | 0.69% | 3.06% | 0.88% | 0.00% | 0.00% | 6.48% | 1.58% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.82 | $0.82 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.77 | $1.77 |
| 2014 | $0.43 | $0.43 |
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 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 14.53%, occurring on Jan 6, 2021. Recovery took 424 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.53% | Mar 20, 2020 | 202 | Jan 6, 2021 | 424 | Sep 13, 2022 | 626 |
| -12.42% | Jan 4, 2017 | 282 | Feb 15, 2018 | 387 | Aug 30, 2019 | 669 |
| -9.28% | Sep 27, 2022 | 88 | Feb 1, 2023 | 179 | Oct 18, 2023 | 267 |
| -8.07% | Jan 25, 2016 | 69 | May 2, 2016 | 158 | Dec 14, 2016 | 227 |
| -6.5% | Mar 16, 2020 | 1 | Mar 16, 2020 | 1 | Mar 17, 2020 | 2 |
Volatility
Volatility Chart
The current WisdomTree Bloomberg U.S. Dollar Bullish Fund volatility is 2.07%, 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.