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3USL.L vs. ^GSPC
Performance
Return for Risk
Drawdowns
Volatility

Performance

3USL.L vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and S&P 500 Index (^GSPC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, 3USL.L achieves a 25.15% return, which is significantly higher than ^GSPC's 10.35% return. Over the past 10 years, 3USL.L has outperformed ^GSPC with an annualized return of 28.84%, while ^GSPC has yielded a comparatively lower 13.66% annualized return.


3USL.L

1D
-1.80%
1M
12.47%
YTD
25.15%
6M
26.35%
1Y
79.45%
3Y*
50.92%
5Y*
22.25%
10Y*
28.84%

^GSPC

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)

3USL.L vs. ^GSPC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
3USL.L
WisdomTree S&P 500 3x Daily Leveraged GB
25.15%28.97%64.00%70.49%-57.35%101.77%7.89%97.98%-27.34%69.34%
^GSPC
S&P 500 Index
10.35%16.39%23.31%24.23%-19.44%26.89%16.26%28.88%-6.24%19.42%

Correlation

The correlation between 3USL.L and ^GSPC is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.57

Correlation (5Y)
Calculated over the trailing 5-year period

0.58

Correlation (10Y)
Calculated over the trailing 10-year period

0.58

Correlation (All Time)
Calculated using the full available price history since May 14, 2013

0.56

The correlation between 3USL.L and ^GSPC has been stable across timeframes, ranging from 0.56 to 0.66 - a consistent structural relationship.

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Return for Risk

3USL.L vs. ^GSPC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

3USL.L
3USL.L Risk / Return Rank: 6464
Overall Rank
3USL.L Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
3USL.L Sortino Ratio Rank: 6363
Sortino Ratio Rank
3USL.L Omega Ratio Rank: 5858
Omega Ratio Rank
3USL.L Calmar Ratio Rank: 6363
Calmar Ratio Rank
3USL.L Martin Ratio Rank: 6868
Martin Ratio Rank

^GSPC
^GSPC Risk / Return Rank: 7373
Overall Rank
^GSPC Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
^GSPC Sortino Ratio Rank: 7171
Sortino Ratio Rank
^GSPC Omega Ratio Rank: 7272
Omega Ratio Rank
^GSPC Calmar Ratio Rank: 6767
Calmar Ratio Rank
^GSPC Martin Ratio Rank: 8181
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.

3USL.L vs. ^GSPC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) and S&P 500 Index (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


3USL.L^GSPCDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

-0.09

Omega ratioGain probability vs. loss probability

1.36

1.41

-0.04

Calmar ratioReturn relative to maximum drawdown

3.12

2.93

+0.20

Martin ratioReturn relative to average drawdown

12.55

13.52

-0.97

3USL.L vs. ^GSPC - Sharpe Ratio Comparison

The current 3USL.L Sharpe Ratio is 2.30, which is comparable to the ^GSPC Sharpe Ratio of 2.24. The chart below compares the historical Sharpe Ratios of 3USL.L and ^GSPC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


3USL.L^GSPCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.30

2.24

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.47

0.73

-0.26

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.76

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

0.47

+0.12

Drawdowns

3USL.L vs. ^GSPC - Drawdown Comparison

The maximum 3USL.L drawdown since its inception was -76.72%, which is greater than ^GSPC's maximum drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for 3USL.L and ^GSPC.


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Drawdown Indicators


3USL.L^GSPCDifference

Max Drawdown

Largest peak-to-trough decline

-76.72%

-56.78%

-19.94%

Max Drawdown (1Y)

Largest decline over 1 year

-25.29%

-9.10%

-16.19%

Max Drawdown (3Y)

Largest decline over 3 years

-48.69%

-18.90%

-29.79%

Max Drawdown (5Y)

Largest decline over 5 years

-63.47%

-25.43%

-38.04%

Max Drawdown (10Y)

Largest decline over 10 years

-76.72%

-33.92%

-42.80%

Current Drawdown

Current decline from peak

-1.80%

-0.74%

-1.06%

Average Drawdown

Average peak-to-trough decline

-15.26%

-10.72%

-4.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.31%

1.97%

+4.34%

Volatility

3USL.L vs. ^GSPC - Volatility Comparison

WisdomTree S&P 500 3x Daily Leveraged GB (3USL.L) has a higher volatility of 9.44% compared to S&P 500 Index (^GSPC) at 2.93%. This indicates that 3USL.L's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


3USL.L^GSPCDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.44%

2.93%

+6.51%

Volatility (6M)

Calculated over the trailing 6-month period

25.27%

8.99%

+16.28%

Volatility (1Y)

Calculated over the trailing 1-year period

34.49%

11.89%

+22.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

47.39%

16.90%

+30.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.51%

18.06%

+30.45%

Frequently Asked Questions


3USL.L and ^GSPC have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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