WisdomTree 1-3 Year Laddered Treasury Fund (USSH) Performance
USSH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.0% since Dec 31, 2025
- 1 year
- +1.6% total return
- Since first price
- +10.2% since 2024
USSH trailing returns vs AGG, TLT, SPY
| Period | USSH total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.8% | +0.5% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.6% | −0.4% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.5% | −1.2% | −1.5% | −3.8% | +7.8% |
| YTD | +1.0% | −1.6% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.6% | −2.0% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 14, 2024 | +10.2% | +0.1% | — | — | — |
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: USSH vs AGG
From Mar 14, 2024: USSH grew to $11,015, AGG to $10,927.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
USSH returns by calendar year
1 of 1 full years positive. Best 2025 (+5.0%), worst 2025 (+5.0%). 2026 is year to date.
USSH annual returns table
| Year | USSH | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.0% | −1.0% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.0% | −0.7% | +7.2% | +4.3% | +17.7% |
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.
USSH risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +3.5% |
| Volatility (annualized) | 1.6% |
| Sharpe ratio | -0.45 |
| Sortino ratio | -0.55 |
| Best month | +1.2% |
| Worst month | −0.6% |
| Best 12 months | +6.6% |
| Worst 12 months | +1.4% |
| Positive months | 80% |
| 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.
USSH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 20 | +1.4% | +4.3% | +6.6% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
USSH performance overview
WisdomTree 1-3 Year Laddered Treasury Fund (USSH) returned +1.6% over the past year, with distributions reinvested. Since its first recorded price on Mar 14, 2024 it has returned +10.2%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: USSH chart, USSH dividends, USSH bond profile. See the USSH overview for the latest quote and fund facts.
USSH performance FAQ
What is the USSH return over the past year?
USSH returned +1.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.0%.
How much would $10,000 invested in USSH be worth?
$10,000 invested in USSH at its first recorded close on March 14, 2024 would be worth about $11,015 on October 23, 2026 with distributions reinvested.
How volatile is USSH?
Over the past history USSH had an annualized volatility of 1.6% and a Sharpe ratio of -0.45 (excess return over 1–3 month T-bills per unit of risk).