WisdomTree U.S. MidCap Quality Growth Fund (QMID) Performance
QMID total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +6.2% since Dec 31, 2025
- 1 year
- +5.2% total return
- Since first price
- +21.9% since 2024
QMID trailing returns vs SPY, QQQ, AGG
| Period | QMID total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.9% | +2.9% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.1% | +4.1% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.4% | +4.4% | +7.8% | +8.4% | −1.5% |
| YTD | +6.2% | +6.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +5.2% | +4.7% | +14.4% | +15.9% | −1.1% |
| Since inceptionJan 25, 2024 | +21.9% | +19.9% | — | — | — |
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: QMID vs SPY
From Jan 25, 2024: QMID grew to $12,190, SPY to $16,082.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
QMID returns by calendar year
1 of 1 full years positive. Best 2025 (+5.0%), worst 2025 (+5.0%). 2026 is year to date.
QMID annual returns table
| Year | QMID | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +6.2% | −10.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.0% | −21.8% | +17.7% | +20.8% | +7.2% |
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.
QMID largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Nov 25, 2024 | −24.4% | Apr 8, 2025 | Jan 15, 2026 | 4 months | 1.1 years |
| Jan 22, 2026 | −10.7% | Mar 30, 2026 | Jul 2, 2026 | 2 months | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
QMID risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +6.1% |
| Volatility (annualized) | 14.8% |
| Sharpe ratio | 0.18 |
| Sortino ratio | 0.25 |
| Best month | +8.4% |
| Worst month | −7.8% |
| Best 12 months | +15.6% |
| Worst 12 months | −8.3% |
| Positive months | 59% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
QMID rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 22 | −8.3% | +4.3% | +15.6% | 77% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
QMID performance overview
WisdomTree U.S. MidCap Quality Growth Fund (QMID) returned +5.2% over the past year, with distributions reinvested. Since its first recorded price on Jan 25, 2024 it has returned +21.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −24.4%, from Nov 25, 2024 to Apr 8, 2025, and it took 9 months to get back to the old high. Volatility has been 14.8% a year.
Related: QMID chart, QMID holdings, QMID dividends, QMID valuation. See the QMID overview for the latest quote and fund facts.
QMID performance FAQ
What is the QMID return over the past year?
QMID returned +5.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 4.7%.
How much would $10,000 invested in QMID be worth?
$10,000 invested in QMID at its first recorded close on January 25, 2024 would be worth about $12,190 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of QMID?
The largest peak-to-trough decline was −24.4% between November 25, 2024 and April 8, 2025. It recovered to the old high on January 15, 2026, 9 months after the bottom.
How volatile is QMID?
Over the past history QMID had an annualized volatility of 14.8% and a Sharpe ratio of 0.18 (excess return over 1–3 month T-bills per unit of risk).