WisdomTree BioRevolution Fund (WDNA) Performance
WDNA total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +36.6% since Dec 31, 2025
- 1 year
- +38.9% total return
- 5 years
- −0.6% a year
- Since first price
- −0.3% a year since 2021
WDNA trailing returns vs SPY, QQQ, AGG
| Period | WDNA total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +15.2% | +15.2% | +3.2% | +1.9% | −0.4% |
| 6 months | +28.3% | +28.3% | +7.8% | +8.4% | −1.5% |
| YTD | +36.6% | +36.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +38.9% | +33.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.1%+20.8%/yr | +66.0% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −2.8%−0.6%/yr | −8.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 3, 2021 | −1.7%−0.3%/yr | −7.7% | — | — | — |
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: WDNA vs SPY
From Jun 3, 2021: WDNA grew to $9,831, SPY to $19,529.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WDNA returns by calendar year
1 of 4 full years positive. Best 2025 (+22.7%), worst 2022 (−26.3%). 2026 is year to date.
WDNA annual returns table
| Year | WDNA | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +36.6% | −11.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +22.7% | −26.3% | +17.7% | +20.8% | +7.2% |
| 2024 | −14.2% | −19.7% | +24.9% | +25.6% | +1.3% |
| 2023 | −2.1% | −28.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −26.3% | −32.7% | −18.2% | −32.6% | −13.0% |
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.
WDNA largest drawdowns
Now 12.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 2, 2021 | −58.9% | Apr 8, 2025 | not yet | 3.6 years | 5.1 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WDNA risk statistics
| Statistic | 3 years | 5 years | Since 2021 |
|---|---|---|---|
| Annualized return | +19.1% | +0.2% | −0.7% |
| Volatility (annualized) | 25.5% | 24.2% | 24.0% |
| Sharpe ratio | 0.64 | -0.02 | -0.06 |
| Sortino ratio | 1.09 | -0.03 | -0.08 |
| Best month | +19.0% | +19.0% | +19.0% |
| Worst month | −10.7% | −14.3% | −14.3% |
| Best 12 months | +69.4% | +69.4% | +69.4% |
| Worst 12 months | −24.7% | −33.9% | −35.0% |
| Positive months | 61% | 50% | 49% |
| Beta vs S&P 500 | 1.05 | 0.99 | — |
| Correlation with S&P 500 | 0.51 | 0.64 | — |
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.
WDNA rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 53 | −35.0% | −5.6% | +69.4% | 38% |
| 3-year (a year) | 29 | −15.7% | −7.0% | +21.4% | 38% |
| 5-year (a year) | 5 | −4.4% | −2.0% | +0.2% | 20% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
WDNA performance overview
WisdomTree BioRevolution Fund (WDNA) returned +38.9% over the past year and −0.6% a year over five years, with distributions reinvested. Since its first recorded price in 2021 it has returned −0.3% a year, turning $10,000 into about $9,831. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.9%, from Sep 2, 2021 to Apr 8, 2025; the fund has not yet regained that high. WDNA finished 1 of its 4 full calendar years with a gain; the best year was 2025 (+22.7%) and the worst 2022 (−26.3%). Volatility has been 24.0% a year.
Related: WDNA chart, WDNA holdings, WDNA dividends. See the WDNA overview for the latest quote and fund facts.
WDNA performance FAQ
What is the WDNA return over the past year?
WDNA returned +38.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 33.0%.
What is the average annual return of WDNA?
WDNA has returned −0.6% a year over 5 years, −0.3% a year since June 3, 2021 (total return, distributions reinvested).
How much would $10,000 invested in WDNA be worth?
$10,000 invested in WDNA at its first recorded close on June 3, 2021 would be worth about $9,831 on October 23, 2026 with distributions reinvested.
What was the worst year for WDNA?
The worst calendar year was 2022, with a total return of −26.3%. The best was 2025 at +22.7%.
What is the biggest drawdown of WDNA?
The largest peak-to-trough decline was −58.9% between September 2, 2021 and April 8, 2025. It has not yet recovered to that high; it is 12.1% below its peak.
How volatile is WDNA?
Over the past 3 years WDNA had an annualized volatility of 25.5% and a Sharpe ratio of 0.64 (excess return over 1–3 month T-bills per unit of risk).