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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree 7-10 Year Laddered Treasury Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
WisdomTree 7-10 Year Laddered Treasury Fund (USIN) has returned -0.10% so far this year and 4.04% over the past 12 months.
WisdomTree 7-10 Year Laddered Treasury Fund
- 1D
- 0.24%
- 1M
- -2.26%
- YTD
- -0.10%
- 6M
- 0.81%
- 1Y
- 4.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Mar 14, 2024, USIN's average daily return is +0.02%, while the average monthly return is +0.38%. At this rate, your investment would double in approximately 15.2 years.
Historically, 68% of months were positive and 32% were negative. The best month was Jul 2024 with a return of +2.9%, while the worst month was Oct 2024 at -3.4%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.
On a daily basis, USIN closed higher 51% of trading days. The best single day was Aug 2, 2024 with a return of +1.5%, while the worst single day was Apr 10, 2024 at -1.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.18% | 2.39% | -2.26% | -0.10% | |||||||||
| 2025 | 0.64% | 2.77% | 0.24% | 1.12% | -1.23% | 1.57% | -0.61% | 1.68% | 0.67% | 0.68% | 0.99% | -0.74% | 7.97% |
| 2024 | 0.84% | -3.16% | 1.81% | 1.26% | 2.91% | 1.35% | 1.34% | -3.37% | 0.97% | -2.15% | 1.59% |
Benchmark Metrics
WisdomTree 7-10 Year Laddered Treasury Fund has an annualized alpha of 4.89%, beta of -0.01, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since March 15, 2024.
- This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (28.16%) than losses (27.31%) — typical of diversified or defensive assets.
- Beta of -0.01 may look defensive, but with R² of 0.00 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 0.00 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
- 4.89%
- Beta
- -0.01
- R²
- 0.00
- Upside Capture
- 28.16%
- Downside Capture
- 27.31%
Expense Ratio
USIN has an expense ratio of 0.15%, which is considered low.
Return for Risk
Risk / Return Rank
USIN ranks 38 for risk / return — below 38% 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 7-10 Year Laddered Treasury Fund (USIN) and compare them to a chosen benchmark (S&P 500 Index).
| USIN | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.90 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.39 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.40 | -0.06 |
Martin ratioReturn relative to average drawdown | 3.36 | 6.61 | -3.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore USIN risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
WisdomTree 7-10 Year Laddered Treasury Fund provided a 3.89% dividend yield over the last twelve months, with an annual payout of $1.95 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $1.95 | $1.95 | $1.59 |
Dividend yield | 3.89% | 3.85% | 3.25% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree 7-10 Year Laddered Treasury 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 | $0.17 | $0.15 | $0.17 | $0.48 | |||||||||
| 2025 | $0.17 | $0.15 | $0.16 | $0.16 | $0.16 | $0.16 | $0.16 | $0.17 | $0.17 | $0.18 | $0.16 | $0.17 | $1.95 |
| 2024 | $0.19 | $0.19 | $0.19 | $0.17 | $0.20 | $0.15 | $0.16 | $0.16 | $0.20 | $1.59 |
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 7-10 Year Laddered Treasury 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 7-10 Year Laddered Treasury Fund was 6.88%, occurring on Jan 13, 2025. Recovery took 139 trading sessions.
The current WisdomTree 7-10 Year Laddered Treasury Fund drawdown is 2.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.88% | Sep 17, 2024 | 81 | Jan 13, 2025 | 139 | Aug 4, 2025 | 220 |
| -3.4% | Mar 28, 2024 | 20 | Apr 25, 2024 | 28 | Jun 5, 2024 | 48 |
| -3.18% | Mar 2, 2026 | 20 | Mar 27, 2026 | — | — | — |
| -1.71% | Jun 17, 2024 | 10 | Jul 1, 2024 | 7 | Jul 11, 2024 | 17 |
| -1.54% | Nov 28, 2025 | 35 | Jan 20, 2026 | 17 | Feb 12, 2026 | 52 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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