Summary
QGRW
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 20.71% Volatility 23.98% Sharpe 0.72
Official loaded data — not a live quote.

WISDOMTREE U.S. QUALITY GROWTH FUND

Symbol: QGRW

Exchange: NYSE

Sector: Technology

Category: Large Growth

Inception date: 13/12/2022

Latest date: 20/07/2026

Current price: $64.68

Expense ratio: 0.28%

Assets under management
$2.7B
-0.65% 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

-1.39%

Ann. -41.91% (Sharpe / Sortino numerator)

Volatility

26.30%

Sharpe ratio

-1.732

VaR 95%

-2.35%

CVaR 95%: -2.76%
Max drawdown: -10.21%
Sortino ratio: -3.254
Calmar ratio: -4.11

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

6.72%

Ann. -28.43% (Sharpe / Sortino numerator)

Volatility

21.31%

Sharpe ratio

-1.505

VaR 95%

-2.13%

CVaR 95%: -2.56%
Max drawdown: -14.49%
Sortino ratio: -2.433
Calmar ratio: -1.96

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

12.55%

Ann. -12.34% (Sharpe / Sortino numerator)

Volatility

19.80%

Sharpe ratio

-0.807

VaR 95%

-2.12%

CVaR 95%: -2.60%
Max drawdown: -15.44%
Sortino ratio: -1.180
Calmar ratio: -0.80

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

20.71%

Ann. 21.01% (Sharpe / Sortino numerator)

Volatility

23.98%

Sharpe ratio

0.725

VaR 95%

-2.09%

CVaR 95%: -3.34%
Max drawdown: -15.44%
Sortino ratio: 0.967
Calmar ratio: 1.36

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

43.84%

Ann. 15.27% (Sharpe / Sortino numerator)

Volatility

22.82%

Sharpe ratio

0.510

VaR 95%

-2.41%

CVaR 95%: -3.39%
Max drawdown: -24.40%
Sortino ratio: 0.666
Calmar ratio: 0.63

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

93.02%

Ann. 24.22% (Sharpe / Sortino numerator)

Volatility

21.00%

Sharpe ratio

0.981

VaR 95%

-2.19%

CVaR 95%: -3.04%
Max drawdown: -24.40%
Sortino ratio: 1.319
Calmar ratio: 0.99

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

0.082%

Best day

4.335%

31/03/2026
Worst day

-4.43%

05/06/2026
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $65.10 $65.30 $64.68 $64.68 146,400
17/07/2026 $63.99 $65.06 $63.75 $64.55 1,253,300
16/07/2026 $66.09 $66.17 $65.19 $65.50 113,400
15/07/2026 $66.58 $66.63 $65.94 $66.51 140,800
14/07/2026 $65.97 $66.36 $65.71 $66.23 144,200
13/07/2026 $66.01 $66.19 $65.50 $65.62 169,500
10/07/2026 $66.40 $66.55 $65.80 $66.52 176,700
09/07/2026 $65.59 $66.22 $65.43 $66.17 192,900
08/07/2026 $64.79 $65.42 $64.47 $65.35 207,700
07/07/2026 $65.50 $65.67 $64.85 $65.38 107,800