Summary
USMF
Prices · period metrics · 12M
NAV as of 21/07/2026
02/04/2025 → 02/04/2026
Return 6.68% Volatility 15.36% Sharpe -0.20
Official loaded data — not a live quote.

WISDOMTREE U.S. MULTIFACTOR FUND

Symbol: USMF

Exchange: BATS

Sector: Technology

Category: Mid-Cap Blend

Inception date: 29/06/2017

Latest date: 21/07/2026

Current price: $53.31

Expense ratio: 0.28%

Assets under management
$310.4M
0.93% 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

-1.60%

Ann. -33.57% (Sharpe / Sortino numerator)

Volatility

12.04%

Sharpe ratio

-3.089

VaR 95%

-1.29%

CVaR 95%: -1.32%
Max drawdown: -5.62%
Sortino ratio: -5.215
Calmar ratio: -5.97

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

3.90%

Ann. -9.33% (Sharpe / Sortino numerator)

Volatility

12.01%

Sharpe ratio

-1.079

VaR 95%

-1.35%

CVaR 95%: -1.53%
Max drawdown: -6.57%
Sortino ratio: -1.573
Calmar ratio: -1.42

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.

Period total return

4.21%

Ann. -7.69% (Sharpe / Sortino numerator)

Volatility

11.11%

Sharpe ratio

-1.019

VaR 95%

-1.32%

CVaR 95%: -1.49%
Max drawdown: -6.57%
Sortino ratio: -1.551
Calmar ratio: -1.17

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

6.68%

Ann. 0.53% (Sharpe / Sortino numerator)

Volatility

15.36%

Sharpe ratio

-0.202

VaR 95%

-1.34%

CVaR 95%: -2.20%
Max drawdown: -8.36%
Sortino ratio: -0.258
Calmar ratio: 0.06

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

17.44%

Ann. 5.29% (Sharpe / Sortino numerator)

Volatility

13.55%

Sharpe ratio

0.122

VaR 95%

-1.31%

CVaR 95%: -1.93%
Max drawdown: -15.39%
Sortino ratio: 0.163
Calmar ratio: 0.34

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

39.89%

Ann. 11.37% (Sharpe / Sortino numerator)

Volatility

12.50%

Sharpe ratio

0.619

VaR 95%

-1.15%

CVaR 95%: -1.71%
Max drawdown: -15.39%
Sortino ratio: 0.852
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.

Daily returns for period 12M

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

Methodology: adjusted prices + daily simple return
Average daily return

0.028%

Best day

2.714%

11/06/2026
Worst day

-1.921%

12/02/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
21/07/2026 $52.82 $53.32 $52.82 $53.31 40,400
20/07/2026 $53.22 $53.22 $52.55 $52.56 19,100
17/07/2026 $52.38 $52.90 $52.38 $52.78 8,200
16/07/2026 $53.30 $53.30 $52.81 $52.94 18,900
15/07/2026 $53.33 $53.36 $52.80 $53.19 18,600
14/07/2026 $53.21 $53.44 $53.18 $53.34 21,500
13/07/2026 $53.41 $53.41 $52.69 $53.06 29,200
10/07/2026 $53.41 $53.69 $53.41 $53.61 16,100
09/07/2026 $53.53 $53.78 $53.49 $53.53 22,700
08/07/2026 $52.70 $52.91 $52.29 $52.89 13,200