WisdomTree Interest Rate Hedged U.S.… (AGZD) Performance
AGZD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +3.4% since Dec 31, 2025
- 1 year
- +4.2% total return
- 5 years
- +4.5% a year
- 10 years
- +3.2% a year
- Since first price
- +2.5% a year since 2013
AGZD trailing returns vs AGG, TLT, SPY
| Period | AGZD total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.1% | −0.4% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.7% | −0.4% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.9% | −0.1% | −1.5% | −3.8% | +7.8% |
| YTD | +3.4% | +0.4% | −1.0% | −3.4% | +12.3% |
| 1 year | +4.2% | +0.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +18.4%+5.8%/yr | +2.3% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +24.7%+4.5%/yr | −3.8% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +37.2%+3.2%/yr | −5.9% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionDec 18, 2013 | +37.8%+2.5%/yr | −9.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AGZD vs AGG
From Dec 18, 2013: AGZD grew to $13,781, AGG to $12,769.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AGZD returns by calendar year
11 of 12 full years positive. Best 2023 (+7.2%), worst 2015 (−0.9%). 2026 is year to date.
AGZD annual returns table
| Year | AGZD | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.4% | −0.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +4.3% | −1.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +6.6% | −0.7% | +1.3% | −8.1% | +24.9% |
| 2023 | +7.2% | −1.9% | +5.7% | +2.8% | +26.2% |
| 2022 | +1.2% | −2.2% | −13.0% | −31.2% | −18.2% |
| 2021 | +0.7% | −0.8% | −1.8% | −4.6% | +28.7% |
| 2020 | +0.3% | −8.4% | +7.5% | +18.2% | +18.3% |
| 2019 | +4.7% | −0.8% | +8.5% | +14.1% | +31.2% |
| 2018 | +0.2% | −1.0% | +0.1% | −1.6% | −4.6% |
| 2017 | +2.7% | −0.6% | +3.6% | +9.2% | +21.7% |
| 2016 | +2.2% | −2.8% | +2.4% | +1.2% | +12.0% |
| 2015 | −0.9% | −2.3% | +0.5% | −1.8% | +1.2% |
| 2014 | +0.3% | −1.8% | +6.0% | +27.3% | +13.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AGZD largest drawdowns
Now 0.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2020 | −8.4% | Mar 20, 2020 | Dec 4, 2020 | 29 days | 9 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
AGZD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +5.6% | +4.5% | +3.2% | +2.5% |
| Volatility (annualized) | 1.8% | 2.0% | 2.1% | 2.1% |
| Sharpe ratio | 0.64 | 0.47 | 0.47 | 0.38 |
| Sortino ratio | 1.01 | 0.73 | 0.65 | 0.53 |
| Best month | +1.6% | +1.6% | +1.8% | +1.8% |
| Worst month | −0.7% | −0.8% | −3.2% | −3.2% |
| Best 12 months | +7.8% | +8.3% | +8.3% | +8.3% |
| Worst 12 months | +4.0% | −1.0% | −1.5% | −2.6% |
| Positive months | 81% | 77% | 70% | 65% |
| Beta vs S&P 500 | 0.06 | 0.07 | 0.08 | — |
| Correlation with S&P 500 | 0.45 | 0.54 | 0.58 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AGZD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 143 | −2.6% | +2.4% | +8.3% | 81% |
| 3-year (a year) | 119 | +0.3% | +2.0% | +6.5% | 100% |
| 5-year (a year) | 95 | +0.9% | +2.0% | +4.5% | 100% |
| 10-year (a year) | 35 | +1.8% | +2.6% | +3.3% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
AGZD performance overview
WisdomTree Interest Rate Hedged U.S.… (AGZD) returned +4.2% over the past year and +3.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +2.5% a year, turning $10,000 into about $13,781. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −8.4%, from Feb 20, 2020 to Mar 20, 2020, and it took 9 months to get back to the old high. AGZD finished 11 of its 12 full calendar years with a gain; the best year was 2023 (+7.2%) and the worst 2015 (−0.9%). Volatility has been 2.1% a year.
Related: AGZD chart, AGZD dividends, AGZD bond profile. See the AGZD overview for the latest quote and fund facts.
AGZD performance FAQ
What is the AGZD return over the past year?
AGZD returned +4.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 0.0%.
What is the average annual return of AGZD?
AGZD has returned +4.5% a year over 5 years, +3.2% a year over 10 years, +2.5% a year since December 18, 2013 (total return, distributions reinvested).
How much would $10,000 invested in AGZD be worth?
$10,000 invested in AGZD at its first recorded close on December 18, 2013 would be worth about $13,781 on October 23, 2026 with distributions reinvested.
What was the worst year for AGZD?
The worst calendar year was 2015, with a total return of −0.9%. The best was 2023 at +7.2%.
What is the biggest drawdown of AGZD?
The largest peak-to-trough decline was −8.4% between February 20, 2020 and March 20, 2020. It recovered to the old high on December 4, 2020, 9 months after the bottom.
How volatile is AGZD?
Over the past 3 years AGZD had an annualized volatility of 1.8% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).