WisdomTree U.S. Growth & Momentum Fund (WGRO)
WGRO is a passive ETF by WisdomTree tracking the investment results of the ONeil Growth Index. WGRO launched on Jun 24, 2021 and has a 0.55% expense ratio.
ETF Info
US97717Y5841
97717Y584
Jun 24, 2021
North America (U.S.)
1x
ONeil Growth Index
Multi-Cap
Growth
Expense Ratio
WGRO features an expense ratio of 0.55%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. Growth & Momentum 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
WGRO
N/A
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^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of WGRO, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 4.21% | -1.13% | 0.86% | -0.71% | -0.98% | 7.08% | 2.72% | -1.14% | -6.00% | -5.36% | -1.17% | ||
| 2022 | -15.70% | -2.47% | 1.40% | -10.96% | -2.53% | -9.21% | 9.16% | -1.35% | -5.09% | 7.40% | 6.54% | -4.97% | -27.00% |
| 2021 | 2.53% | -0.58% | 2.36% | -4.51% | 9.71% | -2.16% | -0.35% | 6.57% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree U.S. Growth & Momentum Fund (WGRO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
| Period | 2022 |
|---|---|
| Dividend | $0.02 |
Dividend yield | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree U.S. Growth & Momentum 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2022 | $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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree U.S. Growth & Momentum 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 U.S. Growth & Momentum Fund was 41.26%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -41.26% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -6.64% | Aug 30, 2021 | 25 | Oct 4, 2021 | 9 | Oct 15, 2021 | 34 |
| -6.48% | Jul 2, 2021 | 10 | Jul 16, 2021 | 12 | Aug 3, 2021 | 22 |
| -5.84% | Aug 12, 2021 | 6 | Aug 19, 2021 | 4 | Aug 25, 2021 | 10 |
| -1.72% | Oct 27, 2021 | 1 | Oct 27, 2021 | 1 | Oct 28, 2021 | 2 |
Volatility
Volatility Chart
The current WisdomTree U.S. Growth & Momentum Fund volatility is 3.86%, 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.