(USFR) WisdomTree Floating - Performance 4.8% in 12m
Compare USFR with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
53.01%
#39 in Group
Rel. Strength
48.63%
#4088 in Universe
Total Return 12m
4.78%
#52 in Group
Total Return 5y
14.66%
#31 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: USFR (4.8%) vs TLT (0.8%)
5y Drawdown (Underwater) Chart
Top Performers in Ultrashort Bond
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| VRIG NASDAQ Invesco Variable Rate |
0.92% | 5.29% | 25.5% | - | - | - | - | - |
| FLRN NYSE ARCA SPDR Bloomberg Investment |
1.06% | 5.19% | 19.2% | - | - | - | - | - |
| FLOT BATS iShares Floating Rate Bond |
1.25% | 5.19% | 19.3% | - | - | - | - | - |
| LQDH NYSE ARCA iShares Interest Rate |
1.99% | 3.66% | 36.1% | - | - | - | - | - |
| FLTR NYSE ARCA VanEck Investment Grade |
1.43% | 5.36% | 22.5% | - | - | - | - | - |
| JPST NYSE ARCA JPMorgan Ultra-Short Income |
0.4% | 5.34% | 16.2% | - | - | - | - | - |
| ICSH BATS iShares Ultra Short-Term |
0.35% | 5.41% | 15.6% | - | - | - | - | - |
| TBLL NYSE ARCA Invesco Short Term Treasury |
0.23% | 4.83% | 13.2% | - | - | - | - | - |
Performance Comparison: USFR vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for USFR
| Total Return (including Dividends) | USFR | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.33% | -2.76% | 11.72% |
| 3 Months | 0.94% | -1.93% | -6.46% |
| 12 Months | 4.78% | 0.78% | 10.48% |
| 5 Years | 14.66% | -39.85% | 110.67% |
| Trend Score (consistency of price movement) | USFR | TLT | S&P 500 |
| 1 Month | 98.9% | 4.9% | 84% |
| 3 Months | 99.9% | -13.9% | -82.6% |
| 12 Months | 100% | -22% | 52.6% |
| 5 Years | 96.9% | -89.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #39 | 3.18% | -10.2% |
| 3 Month | #44 | 2.93% | 7.91% |
| 12 Month | #53 | 3.97% | -5.16% |
| 5 Years | #23 | 90.6% | -45.6% |
FAQs
Does USFR WisdomTree Floating outperforms the market?
Yes,
over the last 12 months USFR made 4.78%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 0.78%.
Over the last 3 months USFR made 0.94%, while TLT made -1.93%.
Over the last 3 months USFR made 0.94%, while TLT made -1.93%.
Performance Comparison USFR vs Indeces and Sectors
USFR vs. Indices USFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.24% | -11.4% | 3.90% | -5.70% |
| US NASDAQ 100 | QQQ | -2.80% | -14.4% | 3.21% | -6.27% |
| US Dow Jones Industrial 30 | DIA | -2.42% | -8.34% | 3.86% | -3.07% |
| German DAX 40 | DAX | -4.68% | -17.4% | -18.7% | -22.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.83% | -12.1% | 9.27% | -0.83% |
| Hongkong Hang Seng | HSI | -3.91% | -13.3% | 3.34% | -4.46% |
| India NIFTY 50 | INDA | -1.87% | -10.2% | 2.31% | 0.31% |
| Brasil Bovespa | EWZ | 1.90% | -11.2% | 2.75% | 15.5% |
USFR vs. Sectors USFR is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.03% | -11.5% | -3.22% | -16.7% |
| Consumer Discretionary | XLY | -0.76% | -10.0% | 3.58% | -7.04% |
| Consumer Staples | XLP | -1.08% | -4.75% | 0.18% | -5.35% |
| Energy | XLE | 3.04% | -2.55% | 11.5% | 15.7% |
| Financial | XLF | -2.58% | -11.8% | -4.44% | -17.5% |
| Health Care | XLV | 0.39% | -2.40% | 8.02% | 5.51% |
| Industrial | XLI | -3.97% | -14.4% | 2.50% | -5.41% |
| Materials | XLB | -1.79% | -9.68% | 11.4% | 9.37% |
| Real Estate | XLRE | -2.64% | -9.82% | 5.0% | -12.3% |
| Technology | XLK | -3.46% | -17.1% | 6.96% | -1.09% |
| Utilities | XLU | -1.03% | -8.06% | -0.85% | -14.5% |
| Aerospace & Defense | XAR | -3.69% | -20.7% | -10.6% | -20.8% |
| Biotech | XBI | -1.51% | -12.9% | 20.1% | 13.4% |
| Homebuilder | XHB | -2.95% | -7.0% | 20.4% | 13.7% |
| Retail | XRT | -2.21% | -8.50% | 10.5% | 8.69% |