WisdomTree Inflation Plus Fund (WTIP)

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The chart shows the growth of an initial investment of $10,000 in WisdomTree Inflation Plus Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Based on dividend-adjusted daily data since Jun 18, 2025, WTIP's average daily return is +0.13%, while the average monthly return is +2.54%. At this rate, your investment would double in approximately 2.3 years.

Historically, 100% of months were positive and 0% were negative. The best month was Feb 2026 with a return of +6.2%, while the worst month was Jan 2026 at 0.0%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 0 months.

On a daily basis, WTIP closed higher 58% of trading days. The best single day was Mar 6, 2026 with a return of +3.2%, while the worst single day was Jan 30, 2026 at -4.5%.

WisdomTree Inflation Plus Fund has an annualized alpha of 35.65%, beta of 0.22, and R² of 0.03 versus S&P 500 Index. Calculated based on daily prices since June 20, 2025.

• This ETF captured 68.35% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -354.63%) — a profile typical of hedging or uncorrelated assets.
• Beta of 0.22 may look defensive, but with R² of 0.03 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
• R² of 0.03 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WTIP has an expense ratio of 0.65%, placing it in the medium range.

The table below present risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree Inflation Plus Fund provided a 1.46% dividend yield over the last twelve months, with an annual payout of $0.55 per share.

The table displays the monthly dividend distributions for WisdomTree Inflation Plus Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the WisdomTree Inflation Plus 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 Inflation Plus Fund was 7.45%, occurring on Feb 17, 2026. Recovery took 8 trading sessions.

The current WisdomTree Inflation Plus Fund drawdown is 1.72%.

The chart below shows the rolling one-month volatility.