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
SPXUX (Wisdomtree Digital Trust – 500 Digital Fund) 8.49% 25.31% 21.48% NA NA NA NA
Data as of 06/17/2026, Common starting date is 01/19/2023
More Performance Analytics Comparison
Name Start Date End Date
SPXUX (Wisdomtree Digital Trust – 500 Digital Fund) 01/19/2023 06/17/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 2.04 25.31 21.48 NA NA NA NA 8.49 18.44 26.79 25.33
Sharpe Ratio NA 1.72 1.23 NA NA NA NA 1.24 0.82 1.78 1.78
Standard Deviation(%) NA 12.58 15.25 NA NA NA NA 14.30 19.00 13.04 13.13
Draw Down(%) NA 9.37 19.32 NA NA NA NA 9.37 19.32 8.79 9.87
Yield(%) 0.00 0.78 1.38 1.02 0.51 0.34 0.25 0.00 1.05 1.44 1.69
Data as of 06/17/2026, Common starting date is 01/19/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPXUX (Wisdomtree Digital Trust – 500 Digital Fund) 19.02%
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
SPXUX (Wisdomtree Digital Trust – 500 Digital Fund) 24.39%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return