PortfoliosLab logoPortfoliosLab logo
Issuer
Themes
Inception Date
Dec 7, 2023
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
Solactive Generative Artificial Intelligence Index - Benchmark TR Gross
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Growth
Assets Under Management
$31M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

WISE Performance Chart

Themes Generative Artificial Intelligence ETF (WISE) is up 11.0% since the beginning of the year. WISE is currently trading at $43 per share.


Loading charts...

S&P 500 Index

Returns By Period

Themes Generative Artificial Intelligence ETF (WISE) has returned 11.03% so far this year and 36.46% over the past 12 months.


Themes Generative Artificial Intelligence ETF

1D
-3.13%
1M
11.81%
YTD
11.03%
6M
7.21%
1Y
36.46%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WISE Monthly Returns History

Based on dividend-adjusted daily data since Dec 8, 2023, WISE's average daily return is +0.11%, while the average monthly return is +2.21%. At this rate, an investment would double in approximately 2.6 years.

Historically, 55% of months were positive and 45% were negative. The best month was Feb 2024 with a return of +18.6%, while the worst month was Nov 2025 at -11.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, WISE closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +13.9%, while the worst single day was Apr 4, 2025 at -6.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-3.34%-9.73%-5.41%16.88%17.00%-1.63%11.03%
2025-2.76%-7.40%-11.11%-0.98%7.22%10.90%4.64%4.98%10.12%6.41%-11.28%-1.62%5.88%
2024-2.56%18.63%-3.64%-10.47%2.23%0.72%1.85%0.53%3.51%-0.17%15.50%11.93%40.45%
20237.55%7.55%

Benchmark Metrics

Themes Generative Artificial Intelligence ETF has an annualized alpha of -7.82%, beta of 1.74, and R2 of 0.64 versus S&P 500 Index. Calculated based on daily prices since December 11, 2023.

  • This ETF participated in 160.10% of S&P 500 Index downside but only 145.56% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -7.82% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • Beta of 1.74 means this ETF moves significantly more than S&P 500 Index - expect amplified gains in rallies and amplified losses in downturns.

Alpha
-7.82%
Beta
1.74
0.64
Upside Capture
145.56%
Downside Capture
160.10%

Expense Ratio

WISE has an expense ratio of 0.35%, placing it in the medium range.


Return for Risk

Risk / Return Rank

WISE ranks 28 for risk / return — below 28% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


WISE Risk / Return Rank: 2828
Overall Rank
WISE Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
WISE Sortino Ratio Rank: 3232
Sortino Ratio Rank
WISE Omega Ratio Rank: 3030
Omega Ratio Rank
WISE Calmar Ratio Rank: 2424
Calmar Ratio Rank
WISE Martin Ratio Rank: 2121
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 Themes Generative Artificial Intelligence ETF (WISE) and compare them to S&P 500 Index.


WISEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.11

Sortino ratioReturn per unit of downside risk

-1.43

Omega ratioGain probability vs. loss probability

1.20

1.41

-0.21

Calmar ratioReturn relative to maximum drawdown

1.07

2.93

-1.85

Martin ratioReturn relative to average drawdown

2.58

13.52

-10.94

Dividends

Dividend History

Themes Generative Artificial Intelligence ETF provided a 3.71% dividend yield over the last twelve months, with an annual payout of $1.61 per share.


4.12%$0.00$0.50$1.00$1.502025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$1.61$1.61

Dividend yield

3.71%4.12%

Monthly Dividends

The table displays the monthly dividend distributions for Themes Generative Artificial Intelligence ETF. 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$1.61$1.61

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Themes Generative Artificial Intelligence ETF. 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 Themes Generative Artificial Intelligence ETF was 39.15%, occurring on Apr 8, 2025. Recovery took 111 trading sessions.

The current Themes Generative Artificial Intelligence ETF drawdown is 5.48%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-39.15%Apr 2025
1mo 23d5mo 12d
7mo 5dFeb 2025 - Sep 2025
2026 bear market2026
-34.08%Mar 2026
5mo 15d
7mo 21dOct 2025 - now
2024 bear market2024
-20.81%Aug 2024
5mo3mo 4d
8mo 4dMar 2024 - Nov 2024
2025 correction2025
-14.10%Jan 2025
17d25d
1mo 12dDec 2024 - Feb 2025
2024 pullback2024
-8.50%Nov 2024
3d10d
13dNov 2024 - Nov 2024

Drawdown Indicators


WISEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-39.15%

-56.78%

+17.63%

Max Drawdown (1Y)

Largest decline over 1 year

-34.08%

-9.10%

-24.98%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-5.48%

-0.74%

-4.74%

Average Drawdown

Average peak-to-trough decline

-11.90%

-10.72%

-1.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.15%

1.97%

+12.18%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with WISE

Add Themes Generative Artificial Intelligence ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with WISE