Summary
USFR
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 3.99% Volatility 0.39% Sharpe 0.52
Official loaded data — not a live quote.

WISDOMTREE FLOATING RATE TREASURY FUND

Symbol: USFR

Exchange: NYSE

Sector: N/A

Category: Ultrashort Bond

Inception date: 04/02/2014

Latest date: 02/06/2026

Current price: $50.35

Expense ratio: 0.15%

Assets under management
$17.0B
-0.02% 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

0.27%

Ann. 0.44% (Sharpe / Sortino numerator)

Volatility

0.93%

Sharpe ratio

-3.430

VaR 95%

-0.02%

CVaR 95%: -0.14%
Max drawdown: -0.02%
Sortino ratio: -1.718
Calmar ratio: N/A

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

0.94%

Ann. 2.70% (Sharpe / Sortino numerator)

Volatility

0.61%

Sharpe ratio

-1.527

VaR 95%

-0.02%

CVaR 95%: -0.08%
Max drawdown: -0.29%
Sortino ratio: -0.700
Calmar ratio: 9.20

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

1.96%

Ann. 3.58% (Sharpe / Sortino numerator)

Volatility

0.47%

Sharpe ratio

-0.102

VaR 95%

-0.02%

CVaR 95%: -0.05%
Max drawdown: -0.29%
Sortino ratio: -0.042
Calmar ratio: 12.21

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

3.99%

Ann. 3.83% (Sharpe / Sortino numerator)

Volatility

0.39%

Sharpe ratio

0.517

VaR 95%

-0.02%

CVaR 95%: -0.04%
Max drawdown: -0.29%
Sortino ratio: 0.256
Calmar ratio: 13.07

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

7.96%

Ann. 4.45% (Sharpe / Sortino numerator)

Volatility

0.36%

Sharpe ratio

2.294

VaR 95%

-0.02%

CVaR 95%: -0.03%
Max drawdown: -0.29%
Sortino ratio: 1.384
Calmar ratio: 15.17

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

13.40%

Ann. 4.66% (Sharpe / Sortino numerator)

Volatility

0.43%

Sharpe ratio

2.371

VaR 95%

-0.02%

CVaR 95%: -0.04%
Max drawdown: -0.40%
Sortino ratio: 1.118
Calmar ratio: 11.76

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

Best day

0.06%

26/09/2025
Worst day

-0.02%

02/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $50.36 $50.36 $50.35 $50.35 5,138,700
01/06/2026 $50.34 $50.35 $50.34 $50.35 5,871,700
29/05/2026 $50.34 $50.35 $50.33 $50.33 5,534,200
28/05/2026 $50.33 $50.33 $50.32 $50.32 4,873,600
27/05/2026 $50.33 $50.33 $50.32 $50.32 4,210,300
26/05/2026 $50.32 $50.32 $50.31 $50.32 5,190,200
22/05/2026 $50.47 $50.47 $50.46 $50.46 3,780,400
21/05/2026 $50.45 $50.46 $50.45 $50.45 3,753,800
20/05/2026 $50.45 $50.46 $50.44 $50.44 5,077,300
19/05/2026 $50.45 $50.45 $50.44 $50.44 3,976,900