WT Performance: 95.3% Return (12 Months)

WT returned 95.3% over 12 months, outperforming the S&P 500 (32.2%). Volatility: 32.5%.

RS IBD 45.44
Top 8% in Peers
Volatility 32.5%
Top 65% in Peers
Total Return 12m 95.34%
Top 8% in Peers
RS Rating 80.77
Top 8% in Peers
P/E
P/E Trailing 19.3
P/E Forward 12.7
High / Low 52w
52 Week High 17.52 USD
52 Week Low 7.67 USD
Sentiment
VRO Trend Strength ±100 33.77
Buy Signal ±3 0.73
Drawdowns 3y
Max Drawdown 37.13%
Mean Drawdown 10.00%
Compare performance with 134 peers in Asset Management & Custody Banks
12m Total Return: WT (95.3%) vs PEER ETF Total Return of versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for WT Performance: 95.3% Return (12 Months)

Top Performer in Asset Management & Custody Banks (5/134)

Short Term Performance
SYMBOL 1W 1M 3M
WULF 14.83% 19.64% 32.67%
BGR -3.52% 5.79% 26.74%
SSSS 9.43% 28.23% 23.76%
INV 11.00% 42.30% 20.89%
WT 3.71% -8.98% 14.65%
NP 4.92% 27.99% -8.21%
Long Term Performance
SYMBOL 6M 12M 5Y
CIFR -11.05% 528.25% 35.49%
WULF 36.94% 520.60% 98.33%
IREN -42.06% 507.82% 46.18%
SII 61.90% 251.72% 291.30%
PSLV 46.39% 135.87% 160.98%
WT 11.44% 95.34% 145.62%
Overall Best Picks of Peer Group (GARP Metrics)
SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS stab EPS cagr
JHG NYSE
Janus Henderson		 7.93B 0.47% 78.6% 99.9% 9.85 11.8 1.06 28.4% -45.0%
BUI NYSE
BlackRock Utility		 646M -6.22% 40.6% 48.1% 5.85 - - - -
BGR NYSE
BlackRock Energy Resources		 421M 5.79% 58.7% 162% 10.5 - - -19.2% -63.1%
HQL NYSE
Tekla Life Sciences		 498M 3.99% 73.9% 48.5% 6.04 - - -2.20% 100%
AAMI NYSE
Acadian Asset Management		 1.97B 9.35% 142% 148% 25.0 12.7 - 57.1% 28.2%
BSTZ NYSE
BlackRock Science		 1.54B 7.32% 57.7% -0.20% 4.81 - - -73.7% -46.0%
HQH NYSE
Tekla Healthcare Investors		 1.02B -0.11% 45.6% 29.0% 11.4 - - -11.9% 27.5%
MEGI NYSE
MainStay CBRE Global		 764M 0.46% 38.2% 14.3% 7.12 - - 89.4% 5,694%
IQI NYSE
Quality Municipal Income		 503M -3.08% 11.6% -1.14% - - - -38.6% -19.3%
RVT NYSE
Royce Value		 2.07B 0.47% 46.0% 39.5% 5.83 - - -10.8% -80.9%

Performance: WT vs S&P 500

Total Return vs S&P 500
PERIOD WT S&P 500
1 Week 3.71% 1.37%
1 Month -8.98% -2.54%
3 Months 14.65% -4.14%
6 Months 11.44% -0.92%
12 Months 95.34% 32.20%
5 Years 145.62% 71.53%

WT Performance FAQ

Does WT outperform the market?

Yes, WT significantly outperforms the market. Over the past 12 months, WT returned 95.34% compared to 32.20% for the S&P 500.

What is the WT return over the last 12 months?

WT has returned 95.34% over the past 12 months, including dividends. Over 3 months the return was 14.65%, and over 5 years 145.62%.

How risky is WT?

WT has relatively low risk with a maximum drawdown of 37.13% over the past 3 years. The average drawdown is 10.00%.

WT vs Sectors (12m)

Sorted by outperformance. Positive = WT beats sector.

Relative Performance vs S&P Sectors
SECTOR ETF DIFFERENCE 12M
Consumer Staples XLP 87.7%
Health Care XLV 84.4%
Real Estate XLRE 81.8%
Financials XLF 80.5%
Consumer Discretionary XLY 75.1%
Communication Services XLC 65.7%
Communication Services XLC 65.7%
Materials XLB 62.1%
Industrials XLI 53.5%
Technology XLK 44.7%
Energy XLE 36.6%

WT vs Asset Classes (12m)

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 47.76%
Gold GLD 37.6%
Long-Term Bonds TLT 94.8%