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WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)

ETF · Currency in USD · Last updated Mar 2, 2024

USDU is an actively managed ETF by WisdomTree. USDU launched on Dec 18, 2013 and has a 0.51% expense ratio.

Summary

ETF Info

ISINUS97717W4713
CUSIP97717W471
IssuerWisdomTree
Inception DateDec 18, 2013
RegionNorth America (U.S.)
CategoryCurrency, Actively Managed
Index TrackedNo Index (Active)
Asset ClassCurrency

Expense Ratio

The WisdomTree Bloomberg U.S. Dollar Bullish Fund has a high expense ratio of 0.51%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.51%

Share Price Chart


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Performance

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%OctoberNovemberDecember2024FebruaryMarch
35.66%
183.71%
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with USDU

WisdomTree Bloomberg U.S. Dollar Bullish Fund

Popular comparisons: USDU vs. UUP, USDU vs. FTGC, USDU vs. FLLA, USDU vs. EURUSD=X, USDU vs. USFR, USDU vs. GOLD, USDU vs. HEFA, USDU vs. SPY, USDU vs. GLD, USDU vs. VOO

Return

WisdomTree Bloomberg U.S. Dollar Bullish Fund had a return of 3.58% year-to-date (YTD) and 5.26% in the last 12 months. Over the past 10 years, WisdomTree Bloomberg U.S. Dollar Bullish Fund had an annualized return of 3.07%, while the S&P 500 had an annualized return of 10.63%, indicating that WisdomTree Bloomberg U.S. Dollar Bullish Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date3.58%7.70%
1 month0.89%6.01%
6 months2.81%13.76%
1 year5.26%29.03%
5 years (annualized)2.78%12.89%
10 years (annualized)3.07%10.63%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.67%0.93%
20232.43%2.52%1.30%-2.47%-1.58%

Risk-Adjusted Performance

This table presents risk-adjusted performance metrics for WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
USDU
WisdomTree Bloomberg U.S. Dollar Bullish Fund
0.92
^GSPC
S&P 500
2.44

Sharpe Ratio

The current WisdomTree Bloomberg U.S. Dollar Bullish Fund Sharpe ratio is 0.92. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50OctoberNovemberDecember2024FebruaryMarch
0.92
2.44
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)

Dividend History

WisdomTree Bloomberg U.S. Dollar Bullish Fund granted a 6.75% dividend yield in the last twelve months. The annual payout for that period amounted to $1.76 per share.


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

6.75%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$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
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
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
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
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
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
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
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
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
2014$0.43

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.57%
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 0.57%.


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 Chart

The current WisdomTree Bloomberg U.S. Dollar Bullish Fund volatility is 1.37%, 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%OctoberNovemberDecember2024FebruaryMarch
1.37%
3.47%
USDU (WisdomTree Bloomberg U.S. Dollar Bullish Fund)
Benchmark (^GSPC)