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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USD...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W4713

CUSIP

97717W471

Issuer

WisdomTree

Inception Date

Dec 18, 2013

Region

North America (U.S.)

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.


Expense ratio chart for USDU: current value at 0.51% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.51%

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
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.


50.00%100.00%150.00%200.00%JuneJulyAugustSeptemberOctoberNovember
45.52%
233.16%
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)

Returns By Period

WisdomTree Bloomberg U.S. Dollar Bullish Fund had a return of 11.11% year-to-date (YTD) and 9.76% in the last 12 months. Over the past 10 years, WisdomTree Bloomberg U.S. Dollar Bullish Fund had an annualized return of 3.01%, while the S&P 500 had an annualized return of 11.29%, indicating that WisdomTree Bloomberg U.S. Dollar Bullish Fund did not perform as well as the benchmark.


USDU

YTD

11.11%

1M

1.75%

6M

5.01%

1Y

9.76%

5Y (annualized)

3.63%

10Y (annualized)

3.01%

^GSPC (Benchmark)

YTD

26.47%

1M

5.73%

6M

14.30%

1Y

31.29%

5Y (annualized)

14.18%

10Y (annualized)

11.29%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.67%0.93%0.69%2.10%-0.67%1.96%-0.70%-1.04%-0.34%3.35%11.11%
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%
20220.81%-0.30%1.07%4.00%-1.13%2.53%0.64%2.53%3.40%0.13%-4.49%-1.48%7.67%
20211.33%0.03%1.42%-1.47%-1.51%1.78%0.21%0.48%1.41%-0.35%1.74%-0.99%4.07%
20201.38%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%
20161.76%-1.98%-3.85%-2.10%3.81%-1.46%-0.30%0.57%-0.53%2.26%3.76%0.58%2.23%
20152.73%0.50%2.22%-2.94%2.27%-1.06%2.28%-0.17%0.70%-0.60%2.27%-0.69%7.60%
20141.00%-1.54%-0.04%-0.90%-0.10%-0.48%1.58%0.45%3.97%0.88%2.24%2.19%9.52%
20130.44%0.44%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of USDU is 60, 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.


The Risk-Adjusted Performance Rank of USDU is 6060
Overall Rank
The Sharpe Ratio Rank of USDU is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of USDU is 6363
Sortino Ratio Rank
The Omega Ratio Rank of USDU is 6060
Omega Ratio Rank
The Calmar Ratio Rank of USDU is 6363
Calmar Ratio Rank
The Martin Ratio Rank of USDU is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for USDU, currently valued at 1.83, compared to the broader market-2.000.002.004.001.832.66
The chart of Sortino ratio for USDU, currently valued at 2.76, compared to the broader market-2.000.002.004.006.008.0010.002.763.53
The chart of Omega ratio for USDU, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.341.49
The chart of Calmar ratio for USDU, currently valued at 2.34, compared to the broader market0.005.0010.0015.002.343.84
The chart of Martin ratio for USDU, currently valued at 8.64, compared to the broader market0.0020.0040.0060.0080.00100.008.6417.03
USDU
^GSPC

The current WisdomTree Bloomberg U.S. Dollar Bullish Fund Sharpe ratio is 1.83. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree Bloomberg U.S. Dollar Bullish Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.83
2.66
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree Bloomberg U.S. Dollar Bullish Fund provided a 6.29% dividend yield over the last twelve months, with an annual payout of $1.76 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.50$2.002014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM2023202220212020201920182017201620152014
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

6.29%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-1.20%
0
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)

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.

The current WisdomTree Bloomberg U.S. Dollar Bullish Fund drawdown is 1.20%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.53%Mar 20, 2020202Jan 6, 2021424Sep 13, 2022626
-12.42%Jan 4, 2017282Feb 15, 2018387Aug 30, 2019669
-9.28%Sep 27, 202288Feb 1, 2023179Oct 18, 2023267
-8.07%Jan 25, 201669May 2, 2016158Dec 14, 2016227
-6.5%Mar 16, 20201Mar 16, 20201Mar 17, 20202

Volatility

Volatility Chart

The current WisdomTree Bloomberg U.S. Dollar Bullish Fund volatility is 2.33%, 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.


1.00%2.00%3.00%4.00%5.00%6.00%JuneJulyAugustSeptemberOctoberNovember
2.33%
4.02%
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)
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Disclaimer

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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