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WisdomTree 1-3 Year Laddered Treasury Fund (USSH)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

ETF Info

ISIN
US97717Y3945
CUSIP
97717Y394
Inception Date
Mar 12, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg US Treasury 1-3 Year Laddered Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree 1-3 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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S&P 500 Index

Returns By Period

WisdomTree 1-3 Year Laddered Treasury Fund (USSH) has returned 0.26% so far this year and 3.63% over the past 12 months.


WisdomTree 1-3 Year Laddered Treasury Fund

1D
0.07%
1M
-0.47%
YTD
0.26%
6M
1.34%
1Y
3.63%
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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 14, 2024, USSH's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, your investment would double in approximately 16.1 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jul 2024 with a return of +1.2%, while the worst month was Oct 2024 at -0.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, USSH closed higher 57% of trading days. The best single day was Aug 2, 2024 with a return of +0.6%, while the worst single day was Apr 10, 2024 at -0.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.22%0.51%-0.47%0.26%
20250.41%0.72%0.44%0.84%-0.27%0.56%-0.05%0.91%0.25%0.33%0.46%0.29%5.00%
20240.27%-0.43%0.70%0.56%1.16%0.94%0.77%-0.65%0.29%0.21%3.87%

Benchmark Metrics

WisdomTree 1-3 Year Laddered Treasury Fund has an annualized alpha of 4.73%, beta of -0.02, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 15, 2024.

  • This ETF captured 14.09% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -7.69%) — a profile typical of hedging or uncorrelated assets.
  • Beta of -0.02 may look defensive, but with R² of 0.03 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 0.03 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
4.73%
Beta
-0.02
0.03
Upside Capture
14.09%
Downside Capture
-7.69%

Expense Ratio

USSH has an expense ratio of 0.15%, which is considered low.


Return for Risk

Risk / Return Rank

USSH ranks 96 for risk / return — in the top 96% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


USSH Risk / Return Rank: 9696
Overall Rank
USSH Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
USSH Sortino Ratio Rank: 9898
Sortino Ratio Rank
USSH Omega Ratio Rank: 9696
Omega Ratio Rank
USSH Calmar Ratio Rank: 9595
Calmar Ratio Rank
USSH Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree 1-3 Year Laddered Treasury Fund (USSH) and compare them to a chosen benchmark (S&P 500 Index).


USSHBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.48

0.90

+1.58

Sortino ratio

Return per unit of downside risk

3.97

1.39

+2.58

Omega ratio

Gain probability vs. loss probability

1.52

1.21

+0.31

Calmar ratio

Return relative to maximum drawdown

4.20

1.40

+2.80

Martin ratio

Return relative to average drawdown

15.91

6.61

+9.30

Explore USSH 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 1-3 Year Laddered Treasury Fund provided a 3.68% dividend yield over the last twelve months, with an annual payout of $1.86 per share.


3.20%3.30%3.40%3.50%3.60%3.70%$0.00$0.50$1.00$1.50$2.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$1.86$1.86$1.62

Dividend yield

3.68%3.67%3.22%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree 1-3 Year Laddered Treasury Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.16$0.14$0.15$0.44
2025$0.17$0.10$0.18$0.16$0.17$0.16$0.15$0.16$0.15$0.16$0.15$0.19$1.86
2024$0.20$0.20$0.20$0.20$0.20$0.16$0.17$0.15$0.15$1.62

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 1-3 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 1-3 Year Laddered Treasury Fund was 1.01%, occurring on Nov 12, 2024. Recovery took 49 trading sessions.

The current WisdomTree 1-3 Year Laddered Treasury Fund drawdown is 0.47%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-1.01%Sep 25, 202435Nov 12, 202449Jan 27, 202584
-0.87%Mar 2, 202619Mar 26, 2026
-0.73%May 1, 202510May 14, 202526Jun 23, 202536
-0.61%Mar 28, 20249Apr 10, 202421May 9, 202430
-0.49%Apr 7, 20255Apr 11, 20255Apr 21, 202510

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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