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Inception Date
Jun 3, 2021
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
WisdomTree BioRevolution Index
Distribution Policy
Distributing
Asset Class
Equity
Assets Under Management
$2M

Share Price Chart


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Performance

WDNA Performance Chart

WisdomTree BioRevolution Fund (WDNA) is up 12.8% since the beginning of the year. WDNA is currently trading at $19 per share. Investors who bought $1,000 worth of WDNA shares 5 years ago would now be looking at an investment worth $776.


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S&P 500 Index

Returns By Period

WisdomTree BioRevolution Fund (WDNA) has returned 12.77% so far this year and 49.11% over the past 12 months.


WisdomTree BioRevolution Fund

1D
0.90%
1M
8.40%
YTD
12.77%
6M
10.12%
1Y
49.11%
3Y*
5.29%
5Y*
-4.94%
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDNA Monthly Returns History

Based on dividend-adjusted daily data since Jun 3, 2021, WDNA's average daily return is 0.00%, while the average monthly return is -0.13%.

Historically, 49% of months were positive and 51% were negative. The best month was Dec 2023 with a return of +12.2%, while the worst month was Jan 2022 at -14.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, WDNA closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +8.5%, while the worst single day was May 6, 2025 at -6.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.55%1.63%-4.89%2.53%2.89%3.80%12.77%
20255.14%-7.31%-8.27%3.27%-6.92%10.90%1.20%3.03%11.23%7.86%1.42%1.47%22.68%
2024-5.85%9.54%-1.23%-10.68%3.76%-0.79%7.26%-0.25%-2.16%-5.81%3.31%-10.05%-14.18%
20235.04%-5.69%-0.20%-0.43%-0.46%2.43%5.32%-9.37%-9.02%-9.73%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%
20217.30%-2.94%5.08%-6.44%0.18%-6.22%-1.15%-4.92%

Benchmark Metrics

WisdomTree BioRevolution Fund has an annualized alpha of -13.10%, beta of 1.02, and R2 of 0.47 versus S&P 500 Index. Calculated based on daily prices since June 03, 2021.

  • This ETF participated in 139.55% of S&P 500 Index downside but only 76.97% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.47 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-13.10%
Beta
1.02
0.47
Upside Capture
76.97%
Downside Capture
139.55%

Expense Ratio

WDNA has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Risk / Return Rank

WDNA ranks 61 for risk / return — better than 61% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


WDNA Risk / Return Rank: 6161
Overall Rank
WDNA Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 6060
Sortino Ratio Rank
WDNA Omega Ratio Rank: 5151
Omega Ratio Rank
WDNA Calmar Ratio Rank: 8282
Calmar Ratio Rank
WDNA Martin Ratio Rank: 5656
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 BioRevolution Fund (WDNA) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WDNABenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.12

Sortino ratioReturn per unit of downside risk

-0.02

Omega ratioGain probability vs. loss probability

1.31

1.37

-0.06

Calmar ratioReturn relative to maximum drawdown

4.22

2.78

+1.43

Martin ratioReturn relative to average drawdown

9.45

12.44

-2.99

Dividends

Dividend History

WisdomTree BioRevolution Fund provided a 4.05% dividend yield over the last twelve months, with an annual payout of $0.77 per share.


0.00%1.00%2.00%3.00%4.00%5.00%$0.00$0.20$0.40$0.60$0.8020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.77$0.77$0.11$0.14$0.07$0.02

Dividend yield

4.05%4.57%0.75%0.80%0.38%0.10%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.77$0.77
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.11$0.11
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$0.02$0.02

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 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 58.87%, occurring on Apr 8, 2025. The portfolio has not yet recovered.

The current WisdomTree BioRevolution Fund drawdown is 27.41%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-58.87%Apr 2025
3y 7mo
4y 9moSep 2021 - now
2021 pullback2021
-6.65%Jul 2021
13d21d
1mo 4dJul 2021 - Aug 2021
2021 pullback2021
-5.55%Aug 2021
13d8d
21dAug 2021 - Aug 2021
2021 pullback2021
-2.57%Jun 2021
3d10d
13dJun 2021 - Jun 2021
2021 pullback2021
-0.34%Jun 2021
0s2d
2dJun 2021 - Jul 2021

Drawdown Indicators


WDNABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-58.87%

-56.78%

-2.09%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-9.10%

-2.60%

Max Drawdown (3Y)

Largest decline over 3 years

-38.25%

-18.90%

-19.35%

Max Drawdown (5Y)

Largest decline over 5 years

-58.87%

-25.43%

-33.44%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-27.41%

-1.80%

-25.61%

Average Drawdown

Average peak-to-trough decline

-35.57%

-10.71%

-24.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.21%

2.03%

+3.18%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with WDNA

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