Summary
EPS
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 21.04% Volatility 17.27% Sharpe 0.72
Official loaded data — not a live quote.

WISDOMTREE U.S. LARGECAP FUND

Symbol: EPS

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 23/02/2007

Latest date: 20/07/2026

Current price: $77.71

Expense ratio: 0.08%

Assets under management
$1.6B
-0.42% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.01%

Ann. -35.18% (Sharpe / Sortino numerator)

Volatility

17.67%

Sharpe ratio

-2.197

VaR 95%

-1.66%

CVaR 95%: -1.77%
Max drawdown: -6.89%
Sortino ratio: -3.757
Calmar ratio: -5.10

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

5.19%

Ann. -12.79% (Sharpe / Sortino numerator)

Volatility

14.21%

Sharpe ratio

-1.155

VaR 95%

-1.60%

CVaR 95%: -1.80%
Max drawdown: -8.66%
Sortino ratio: -1.727
Calmar ratio: -1.48

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

11.51%

Ann. -0.63% (Sharpe / Sortino numerator)

Volatility

12.81%

Sharpe ratio

-0.332

VaR 95%

-1.39%

CVaR 95%: -1.78%
Max drawdown: -8.66%
Sortino ratio: -0.470
Calmar ratio: -0.07

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

21.04%

Ann. 16.12% (Sharpe / Sortino numerator)

Volatility

17.27%

Sharpe ratio

0.723

VaR 95%

-1.44%

CVaR 95%: -2.53%
Max drawdown: -8.66%
Sortino ratio: 0.882
Calmar ratio: 1.86

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

37.73%

Ann. 13.10% (Sharpe / Sortino numerator)

Volatility

15.24%

Sharpe ratio

0.622

VaR 95%

-1.46%

CVaR 95%: -2.23%
Max drawdown: -17.66%
Sortino ratio: 0.776
Calmar ratio: 0.74

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

69.92%

Ann. 17.98% (Sharpe / Sortino numerator)

Volatility

14.01%

Sharpe ratio

1.025

VaR 95%

-1.34%

CVaR 95%: -1.99%
Max drawdown: -17.66%
Sortino ratio: 1.336
Calmar ratio: 1.02

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 21/07/2025 - 20/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.079%

Best day

2.854%

31/03/2026
Worst day

-2.523%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $78.04 $78.28 $77.71 $77.71 43,400
17/07/2026 $77.66 $78.25 $77.66 $77.91 36,500
16/07/2026 $78.95 $78.99 $78.28 $78.57 51,600
15/07/2026 $78.99 $79.08 $78.63 $78.98 33,400
14/07/2026 $78.73 $78.85 $78.54 $78.70 35,400
13/07/2026 $78.79 $78.87 $78.38 $78.46 21,900
10/07/2026 $78.65 $78.98 $78.59 $78.96 16,600
09/07/2026 $78.09 $78.60 $78.04 $78.56 63,800
08/07/2026 $77.82 $77.95 $77.42 $77.88 20,400
07/07/2026 $78.24 $78.40 $77.91 $78.17 48,100