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WTMF vs. DTLA.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WTMF vs. DTLA.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree Managed Futures Strategy Fund (WTMF) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WTMF achieves a 7.65% return, which is significantly higher than DTLA.L's -0.86% return.


WTMF

1D
0.59%
1M
-0.91%
YTD
7.65%
6M
7.62%
1Y
20.55%
3Y*
9.45%
5Y*
6.05%
10Y*
3.15%

DTLA.L

1D
0.44%
1M
1.10%
YTD
-0.86%
6M
0.88%
1Y
4.30%
3Y*
-1.20%
5Y*
-6.37%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

WTMF vs. DTLA.L - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
WTMF
WisdomTree Managed Futures Strategy Fund
7.65%12.17%3.20%16.72%-6.52%9.48%0.48%-2.75%0.24%
DTLA.L
iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc)
-0.86%4.49%-6.90%1.69%-30.29%-4.46%17.00%15.69%3.65%

Correlation

The correlation between WTMF and DTLA.L is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.02

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

-0.05

Correlation (All Time)
Calculated using the full available price history since May 10, 2018

-0.01

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Return for Risk

WTMF vs. DTLA.L — Risk / Return Rank

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

WTMF
WTMF Risk / Return Rank: 8686
Overall Rank
WTMF Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
WTMF Sortino Ratio Rank: 8181
Sortino Ratio Rank
WTMF Omega Ratio Rank: 8484
Omega Ratio Rank
WTMF Calmar Ratio Rank: 9191
Calmar Ratio Rank
WTMF Martin Ratio Rank: 9393
Martin Ratio Rank

DTLA.L
DTLA.L Risk / Return Rank: 1515
Overall Rank
DTLA.L Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
DTLA.L Sortino Ratio Rank: 1414
Sortino Ratio Rank
DTLA.L Omega Ratio Rank: 1313
Omega Ratio Rank
DTLA.L Calmar Ratio Rank: 1515
Calmar Ratio Rank
DTLA.L Martin Ratio Rank: 1515
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.

WTMF vs. DTLA.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Managed Futures Strategy Fund (WTMF) and iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


WTMFDTLA.LDifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.56

Omega ratioGain probability vs. loss probability

1.44

1.06

+0.37

Calmar ratioReturn relative to maximum drawdown

5.05

0.45

+4.60

Martin ratioReturn relative to average drawdown

21.53

1.12

+20.41

WTMF vs. DTLA.L - Sharpe Ratio Comparison

The current WTMF Sharpe Ratio is 2.28, which is higher than the DTLA.L Sharpe Ratio of 0.34. The chart below compares the historical Sharpe Ratios of WTMF and DTLA.L, 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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Drawdowns

WTMF vs. DTLA.L - Drawdown Comparison

The maximum WTMF drawdown since its inception was -30.79%, smaller than the maximum DTLA.L drawdown of -48.41%. Use the drawdown chart below to compare losses from any high point for WTMF and DTLA.L.


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Drawdown Indicators


WTMFDTLA.LDifference

Max Drawdown

Largest peak-to-trough decline

-30.79%

-48.41%

+17.62%

Max Drawdown (1Y)

Largest decline over 1 year

-4.04%

-7.50%

+3.46%

Max Drawdown (3Y)

Largest decline over 3 years

-9.93%

-18.57%

+8.64%

Max Drawdown (5Y)

Largest decline over 5 years

-13.21%

-42.80%

+29.59%

Max Drawdown (10Y)

Largest decline over 10 years

-15.62%

Current Drawdown

Current decline from peak

-0.91%

-40.40%

+39.49%

Average Drawdown

Average peak-to-trough decline

-17.67%

-24.06%

+6.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

3.00%

-2.06%

Volatility

WTMF vs. DTLA.L - Volatility Comparison

The current volatility for WisdomTree Managed Futures Strategy Fund (WTMF) is 2.76%, while iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc) (DTLA.L) has a volatility of 3.33%. This indicates that WTMF experiences smaller price fluctuations and is considered to be less risky than DTLA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


WTMFDTLA.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.76%

3.33%

-0.57%

Volatility (6M)

Calculated over the trailing 6-month period

7.21%

6.74%

+0.47%

Volatility (1Y)

Calculated over the trailing 1-year period

8.93%

10.03%

-1.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.51%

14.95%

-5.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.10%

14.79%

-6.69%

WTMF vs. DTLA.L - Expense Ratio Comparison

WTMF has a 0.65% expense ratio, which is higher than DTLA.L's 0.07% expense ratio.


Dividends

WTMF vs. DTLA.L - Dividend Comparison

WTMF's dividend yield for the trailing twelve months is around 2.83%, while DTLA.L has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018
DTLA.L
iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WTMF
WisdomTree Managed Futures Strategy Fund
2.83%3.04%3.57%4.74%5.29%14.71%0.47%1.63%3.59%

Frequently Asked Questions


WTMF and DTLA.L have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, DTLA.L is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

DTLA.L is cheaper with a 0.07% expense ratio, compared with 0.65% for WTMF.

WTMF is categorized as Hedge Fund, while DTLA.L is Government Bonds. WTMF tracks WisdomTree Managed Futures Index, while DTLA.L tracks ICE US Treasury 20+ Year Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.65% for WTMF and 0.07% for DTLA.L.

Portfolio Optimizer

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