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 |
Index Tracked | No Index (Active) |
Asset Class | Currency |
Expense Ratio
The WisdomTree Bloomberg U.S. Dollar Bullish Fund has a high expense ratio of 0.51%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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 4.04% year-to-date (YTD) and 7.39% in the last 12 months. Over the past 10 years, WisdomTree Bloomberg U.S. Dollar Bullish Fund had an annualized return of 3.16%, while the S&P 500 had an annualized return of 10.89%, indicating that WisdomTree Bloomberg U.S. Dollar Bullish Fund did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 4.04% | 10.16% |
1 month | 0.33% | 3.47% |
6 months | 0.81% | 22.20% |
1 year | 7.39% | 30.45% |
5 years (annualized) | 2.71% | 13.16% |
10 years (annualized) | 3.16% | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.67% | 0.93% | ||||||||||
2023 | 2.43% | 2.52% | 1.30% | -2.47% | -1.58% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
WisdomTree Bloomberg U.S. Dollar Bullish Fund | 1.17 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
WisdomTree Bloomberg U.S. Dollar Bullish Fund granted a 6.72% dividend yield in the last twelve months. The annual payout for that period amounted to $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 | 6.72% | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 0.25%.
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 1.32%, 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.