WisdomTree BioRevolution Fund (WDNA)
WDNA is a passive ETF by WisdomTree tracking the investment results of the WisdomTree BioRevolution Index. WDNA launched on Jun 3, 2021 and has a 0.45% expense ratio.
ETF Info
| Issuer | WisdomTree |
|---|---|
| Inception Date | Jun 3, 2021 |
| Region | Developed Markets (Broad) |
| Category | Health & Biotech Equities |
| Leveraged | 1x |
| Index Tracked | WisdomTree BioRevolution Index |
| Home Page | www.wisdomtree.com |
| Asset Class | Equity |
Expense Ratio
WDNA features an expense ratio of 0.45%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: WDNA vs. HELX, WDNA vs. AGNG, WDNA vs. BBP, WDNA vs. IBBQ, WDNA vs. SCHG, WDNA vs. FBIOX, WDNA vs. VOO, WDNA vs. XBI, WDNA vs. IDNA, WDNA vs. IYH
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree BioRevolution 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 BioRevolution Fund had a return of -3.67% year-to-date (YTD) and 16.20% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -3.67% | 25.70% |
| 1 month | 2.05% | 3.51% |
| 6 months | 0.98% | 14.80% |
| 1 year | 16.20% | 37.91% |
| 5 years (annualized) | N/A | 14.18% |
| 10 years (annualized) | N/A | 11.41% |
Monthly Returns
The table below presents the monthly returns of WDNA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -5.85% | 9.54% | -1.23% | -10.68% | 3.76% | -0.79% | 7.26% | -0.25% | -2.16% | -5.81% | -3.67% | ||
| 2023 | 5.04% | -5.69% | -0.20% | -0.43% | -0.46% | 2.43% | 5.32% | -9.37% | -9.02% | -9.74% | 10.99% | 12.15% | -2.07% |
| 2022 | -14.30% | -2.64% | 2.46% | -10.88% | -1.55% | -2.22% | 9.08% | -3.21% | -8.11% | 6.68% | 3.48% | -6.17% | -26.29% |
| 2021 | 6.91% | -2.95% | 5.08% | -6.44% | 0.18% | -6.22% | -1.15% | -5.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WDNA is 14, indicating that it is in the bottom 14% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree BioRevolution Fund provided a 0.83% dividend yield over the last twelve months, with an annual payout of $0.14 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 |
|---|---|---|---|---|
| Dividend | $0.14 | $0.14 | $0.07 | $0.03 |
Dividend yield | 0.83% | 0.80% | 0.37% | 0.11% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree BioRevolution 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | $0.14 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2021 | $0.03 | $0.03 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree BioRevolution 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 BioRevolution Fund was 51.90%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current WisdomTree BioRevolution Fund drawdown is 41.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.9% | Sep 3, 2021 | 541 | Oct 27, 2023 | — | — | — |
| -6.65% | Jul 2, 2021 | 9 | Jul 15, 2021 | 15 | Aug 5, 2021 | 24 |
| -5.55% | Aug 6, 2021 | 10 | Aug 19, 2021 | 6 | Aug 27, 2021 | 16 |
| -2.57% | Jun 15, 2021 | 4 | Jun 18, 2021 | 6 | Jun 28, 2021 | 10 |
| -0.34% | Jun 29, 2021 | 1 | Jun 29, 2021 | 2 | Jul 1, 2021 | 3 |
Volatility
Volatility Chart
The current WisdomTree BioRevolution Fund volatility is 4.31%, 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.