PortfoliosLab logo

WisdomTree U.S. Growth & Momentum Fund (WGRO)

ETF · Currency in USD
ISIN
US97717Y5841
CUSIP
97717Y584
Issuer
WisdomTree
Inception Date
Jun 24, 2021
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.55%
Index Tracked
ONeil Growth Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity

Asset Class Size

Multi-Cap

Asset Class Style

Growth

WGROPrice Chart


Chart placeholderClick Calculate to get results

WGROPerformance

The chart shows the growth of $10,000 invested in WisdomTree U.S. Growth & Momentum Fund on Jun 24, 2021 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $9,755 for a total return of roughly -2.45%. All prices are adjusted for splits and dividends.


WGRO (WisdomTree U.S. Growth & Momentum Fund)
Benchmark (S&P 500)

WGROReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-8.46%-1.87%
1M-8.99%-0.21%
6M-1.65%8.24%
1Y-2.45%10.26%
5YN/AN/A
10YN/AN/A

WGROMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

WGROSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The chart below displays rolling 12-month Sharpe Ratio.


Chart placeholderNot enough data

WGRODividends


WisdomTree U.S. Growth & Momentum Fund doesn't pay dividends

WGRODrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


WGRO (WisdomTree U.S. Growth & Momentum Fund)
Benchmark (S&P 500)

WGROWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree U.S. Growth & Momentum Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree U.S. Growth & Momentum Fund is 15.00%, recorded on Jan 7, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-15%Nov 9, 202142Jan 7, 2022
-6.64%Aug 30, 202125Oct 4, 20219Oct 15, 202134
-6.48%Jul 2, 202110Jul 16, 202112Aug 3, 202122
-5.84%Aug 13, 20215Aug 19, 20214Aug 25, 20219
-1.72%Oct 27, 20211Oct 27, 20211Oct 28, 20212
-1.1%Aug 26, 20211Aug 26, 20211Aug 27, 20212
-0.55%Aug 4, 20211Aug 4, 20211Aug 5, 20212
-0.29%Oct 19, 20211Oct 19, 20211Oct 20, 20212
-0.21%Nov 4, 20211Nov 4, 20211Nov 5, 20212

WGROVolatility Chart

Current WisdomTree U.S. Growth & Momentum Fund volatility is 27.59%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


WGRO (WisdomTree U.S. Growth & Momentum Fund)
Benchmark (S&P 500)

Portfolios with WisdomTree U.S. Growth & Momentum Fund


Loading data...

More Tools for WisdomTree U.S. Growth & Momentum Fund