WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) Performance
USDU total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.9% since Dec 31, 2025
- 1 year
- +5.2% total return
- 5 years
- +5.5% a year
- 10 years
- +2.8% a year
- Since first price
- +3.3% a year since 2013
USDU trailing returns vs AGG, TLT, SPY
| Period | USDU total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.1% | +1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.0% | +1.0% | −0.4% | −1.0% | +3.2% |
| 6 months | +4.0% | +4.0% | −1.5% | −3.8% | +7.8% |
| YTD | +4.9% | +4.9% | −1.0% | −3.4% | +12.3% |
| 1 year | +5.2% | +1.3% | −1.1% | −6.9% | +14.4% |
| 3 years | +12.5%+4.0%/yr | −2.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +30.7%+5.5%/yr | +5.0% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| 10 years | +31.7%+2.8%/yr | +1.2% | +14.0%+1.3%/yr | −18.7%−2.0%/yr | +315.9%+15.3%/yr |
| Since inceptionDec 18, 2013 | +52.4%+3.3%/yr | +8.2% | — | — | — |
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: USDU vs AGG
From Dec 18, 2013: USDU grew to $15,243, AGG to $12,769.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
USDU returns by calendar year
9 of 12 full years positive. Best 2024 (+14.6%), worst 2017 (−7.4%). 2026 is year to date.
USDU annual returns table
| Year | USDU | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.9% | −3.0% | −1.0% | −3.4% | +12.3% |
| 2025 | −3.1% | −7.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +14.6% | −3.1% | +1.3% | −8.1% | +24.9% |
| 2023 | +3.1% | −4.2% | +5.7% | +2.8% | +26.2% |
| 2022 | +7.7% | −6.8% | −13.0% | −31.2% | −18.2% |
| 2021 | +4.1% | −3.5% | −1.8% | −4.6% | +28.7% |
| 2020 | −5.4% | −14.2% | +7.5% | +18.2% | +18.3% |
| 2019 | +1.5% | −2.9% | +8.5% | +14.1% | +31.2% |
| 2018 | +5.4% | −3.8% | +0.1% | −1.6% | −4.6% |
| 2017 | −7.4% | −11.0% | +3.6% | +9.2% | +21.7% |
| 2016 | +2.2% | −8.1% | +2.4% | +1.2% | +12.0% |
| 2015 | +7.6% | −6.1% | +0.5% | −1.8% | +1.2% |
| 2014 | +9.5% | −3.3% | +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.
USDU largest drawdowns
Now 0.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 19, 2020 | −14.5% | Jan 6, 2021 | Sep 13, 2022 | 10 months | 2.5 years |
| Jan 3, 2017 | −12.4% | Feb 15, 2018 | Aug 30, 2019 | 1.1 years | 2.7 years |
| Sep 26, 2022 | −9.3% | Feb 1, 2023 | Oct 18, 2023 | 4 months | 1.1 years |
| Jan 22, 2016 | −8.1% | May 2, 2016 | Dec 14, 2016 | 3 months | 11 months |
| Jan 13, 2025 | −7.7% | Jun 30, 2025 | Sep 29, 2026 | 6 months | 1.7 years |
| Mar 13, 2020 | −6.5% | Mar 16, 2020 | Mar 17, 2020 | 3 days | 4 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
USDU risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +4.1% | +5.3% | +3.0% | +3.3% |
| Volatility (annualized) | 6.3% | 6.5% | 6.1% | 6.2% |
| Sharpe ratio | -0.02 | 0.27 | 0.14 | 0.27 |
| Sortino ratio | -0.04 | 0.41 | 0.20 | 0.41 |
| Best month | +3.6% | +4.0% | +4.0% | +4.0% |
| Worst month | −3.7% | −4.5% | −4.5% | −4.5% |
| Best 12 months | +14.6% | +15.3% | +15.3% | +16.7% |
| Worst 12 months | −4.6% | −4.6% | −9.5% | −9.5% |
| Positive months | 50% | 53% | 55% | 54% |
| Beta vs S&P 500 | -0.16 | -0.20 | -0.18 | — |
| Correlation with S&P 500 | -0.32 | -0.48 | -0.46 | — |
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.
USDU rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 143 | −9.5% | +3.4% | +16.7% | 71% |
| 3-year (a year) | 119 | −2.0% | +2.3% | +8.3% | 87% |
| 5-year (a year) | 95 | −0.9% | +2.8% | +5.5% | 92% |
| 10-year (a year) | 35 | +1.8% | +2.8% | +3.7% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
USDU performance overview
WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU) returned +5.2% over the past year and +2.8% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +3.3% a year, turning $10,000 into about $15,243. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −14.5%, from Mar 19, 2020 to Jan 6, 2021, and it took 1.7 years to get back to the old high. USDU finished 9 of its 12 full calendar years with a gain; the best year was 2024 (+14.6%) and the worst 2017 (−7.4%). Volatility has been 6.2% a year.
Related: USDU chart, USDU dividends, USDU bond profile. See the USDU overview for the latest quote and fund facts.
USDU performance FAQ
What is the USDU return over the past year?
USDU returned +5.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.3%.
What is the average annual return of USDU?
USDU has returned +5.5% a year over 5 years, +2.8% a year over 10 years, +3.3% a year since December 18, 2013 (total return, distributions reinvested).
How much would $10,000 invested in USDU be worth?
$10,000 invested in USDU at its first recorded close on December 18, 2013 would be worth about $15,243 on October 23, 2026 with distributions reinvested.
What was the worst year for USDU?
The worst calendar year was 2017, with a total return of −7.4%. The best was 2024 at +14.6%.
What is the biggest drawdown of USDU?
The largest peak-to-trough decline was −14.5% between March 19, 2020 and January 6, 2021. It recovered to the old high on September 13, 2022, 1.7 years after the bottom.
How volatile is USDU?
Over the past 3 years USDU had an annualized volatility of 6.3% and a Sharpe ratio of -0.02 (excess return over 1–3 month T-bills per unit of risk).