Summary
QSML
Prices · period metrics · 12M
NAV as of 20/07/2026
02/04/2025 → 02/04/2026
Return 26.62% Volatility 22.75% Sharpe 0.45
Official loaded data — not a live quote.

WISDOMTREE U.S. SMALLCAP QUALITY GROWTH FUND

Symbol: QSML

Exchange: NASDAQ

Sector: Technology

Category: Small Blend

Inception date: 23/01/2024

Latest date: 20/07/2026

Current price: $33.47

Expense ratio: 0.38%

Assets under management
$11.6M
-0.73% 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

5.44%

Ann. -41.32% (Sharpe / Sortino numerator)

Volatility

20.64%

Sharpe ratio

-2.178

VaR 95%

-2.02%

CVaR 95%: -2.12%
Max drawdown: -7.98%
Sortino ratio: -3.647
Calmar ratio: -5.18

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

9.87%

Ann. -9.97% (Sharpe / Sortino numerator)

Volatility

19.11%

Sharpe ratio

-0.712

VaR 95%

-1.95%

CVaR 95%: -2.11%
Max drawdown: -10.72%
Sortino ratio: -1.234
Calmar ratio: -0.93

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

12.84%

Ann. -1.08% (Sharpe / Sortino numerator)

Volatility

18.38%

Sharpe ratio

-0.256

VaR 95%

-1.93%

CVaR 95%: -2.21%
Max drawdown: -10.72%
Sortino ratio: -0.427
Calmar ratio: -0.10

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

26.62%

Ann. 13.87% (Sharpe / Sortino numerator)

Volatility

22.75%

Sharpe ratio

0.450

VaR 95%

-1.92%

CVaR 95%: -2.98%
Max drawdown: -10.72%
Sortino ratio: 0.669
Calmar ratio: 1.29

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

26.37%

Ann. 5.39% (Sharpe / Sortino numerator)

Volatility

21.31%

Sharpe ratio

0.083

VaR 95%

-1.96%

CVaR 95%: -2.85%
Max drawdown: -28.54%
Sortino ratio: 0.128
Calmar ratio: 0.19

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

35.41%

Ann. 11.87% (Sharpe / Sortino numerator)

Volatility

20.80%

Sharpe ratio

0.400

VaR 95%

-1.83%

CVaR 95%: -2.78%
Max drawdown: -28.54%
Sortino ratio: 0.614
Calmar ratio: 0.42

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

0.1%

Best day

3.768%

22/08/2025
Worst day

-2.882%

10/10/2025
Days with data

250

Recent price history (last 90 days)

Date Open High Low Close Volume
20/07/2026 $33.72 $33.72 $33.47 $33.47 200
17/07/2026 $33.81 $33.81 $33.66 $33.66 200
16/07/2026 $33.88 $33.94 $33.88 $33.94 100
15/07/2026 $33.92 $33.95 $33.67 $33.67 500
14/07/2026 $33.47 $33.47 $33.47 $33.47 100
13/07/2026 $33.57 $33.57 $33.50 $33.50 1,500
10/07/2026 $33.56 $33.56 $33.56 $33.56 100
09/07/2026 $33.45 $33.58 $33.45 $33.56 1,400
08/07/2026 $33.11 $33.15 $33.11 $33.15 400
07/07/2026 $33.70 $33.70 $33.68 $33.68 1,000