Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
QGRW (WisdomTree Trust – WisdomTree U.S. Quality Growth Fund) 10.81% 29.35% 26.06% NA NA NA NA
Data as of 06/17/2026, Common starting date is 12/15/2022
More Performance Analytics Comparison
Name Start Date End Date
QGRW (WisdomTree Trust – WisdomTree U.S. Quality Growth Fund) 12/15/2022 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022
Annualized Return (%) 2.73 29.35 26.06 NA NA NA NA 10.81 19.20 34.85 56.05 -3.30
Sharpe Ratio NA 1.37 1.10 NA NA NA NA 1.03 0.66 1.59 2.92 -2.51
Standard Deviation(%) NA 18.31 21.23 NA NA NA NA 21.38 25.02 19.58 18.10 24.03
Draw Down(%) NA 15.44 24.40 NA NA NA NA 14.49 24.25 14.54 11.75 5.53
Yield(%) 0.00 0.10 0.16 0.13 0.07 0.04 0.03 0.00 0.10 0.20 0.17 0.00
Data as of 06/17/2026, Common starting date is 12/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QGRW (WisdomTree Trust – WisdomTree U.S. Quality Growth Fund) 23.60%
Mar 2023 – Mar 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
QGRW (WisdomTree Trust – WisdomTree U.S. Quality Growth Fund) 31.40%
Jan 2023 – Jan 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return