Affinity World Leaders Equity ETF (WLDR) Performance
WLDR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +28.1% since Dec 31, 2025
- 1 year
- +35.9% total return
- 5 years
- +17.7% a year
- Since first price
- +11.8% a year since 2018
WLDR trailing returns vs SPY, QQQ, AGG
| Period | WLDR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.3% | −5.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.4% | −0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +13.5% | +12.8% | +7.8% | +8.4% | −1.5% |
| YTD | +28.1% | +27.1% | +12.3% | +15.1% | −1.0% |
| 1 year | +35.9% | +24.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +134.9%+32.9%/yr | +86.2% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +125.7%+17.7%/yr | +62.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJan 17, 2018 | +164.8%+11.8%/yr | +74.9% | — | — | — |
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: WLDR vs SPY
From Jan 17, 2018: WLDR grew to $26,481, SPY to $31,037.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WLDR returns by calendar year
5 of 7 full years positive. Best 2025 (+31.2%), worst 2022 (−10.4%). 2026 is year to date.
WLDR annual returns table
| Year | WLDR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +28.1% | −8.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +31.2% | −20.3% | +17.7% | +20.8% | +7.2% |
| 2024 | +22.7% | −8.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +18.9% | −10.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −10.4% | −23.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.8% | −6.6% | +28.7% | +27.4% | −1.8% |
| 2020 | −2.0% | −40.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +21.6% | −8.1% | +31.2% | +39.0% | +8.5% |
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.
WLDR largest drawdowns
Now 7.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 27, 2018 | −44.7% | Mar 23, 2020 | Mar 10, 2021 | 1.7 years | 2.6 years |
| Jan 12, 2022 | −23.8% | Sep 30, 2022 | Jul 13, 2023 | 9 months | 1.5 years |
| Feb 19, 2025 | −20.3% | Apr 8, 2025 | Jun 3, 2025 | 48 days | 3 months |
| Jan 26, 2018 | −12.0% | May 3, 2018 | Jul 27, 2018 | 3 months | 6 months |
| Jul 18, 2023 | −10.4% | Oct 27, 2023 | Dec 12, 2023 | 3 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.
WLDR risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +32.3% | +19.2% | +12.5% |
| Volatility (annualized) | 15.5% | 17.3% | 18.5% |
| Sharpe ratio | 1.62 | 0.90 | 0.60 |
| Sortino ratio | 3.59 | 1.59 | 0.90 |
| Best month | +12.1% | +12.1% | +14.8% |
| Worst month | −5.5% | −11.6% | −18.2% |
| Best 12 months | +58.0% | +58.0% | +58.0% |
| Worst 12 months | +5.2% | −17.4% | −20.6% |
| Positive months | 67% | 58% | 60% |
| Beta vs S&P 500 | 1.04 | 0.96 | — |
| Correlation with S&P 500 | 0.84 | 0.87 | — |
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.
WLDR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 94 | −20.6% | +16.0% | +58.0% | 66% |
| 3-year (a year) | 70 | −0.5% | +10.5% | +33.8% | 99% |
| 5-year (a year) | 46 | +2.5% | +11.9% | +19.5% | 100% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
WLDR performance overview
Affinity World Leaders Equity ETF (WLDR) returned +35.9% over the past year and +17.7% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned +11.8% a year, turning $10,000 into about $26,481. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −44.7%, from Jul 27, 2018 to Mar 23, 2020, and it took 12 months to get back to the old high. WLDR finished 5 of its 7 full calendar years with a gain; the best year was 2025 (+31.2%) and the worst 2022 (−10.4%). Volatility has been 18.5% a year.
Related: WLDR chart, WLDR holdings, WLDR dividends, WLDR valuation. See the WLDR overview for the latest quote and fund facts.
WLDR performance FAQ
What is the WLDR return over the past year?
WLDR returned +35.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 24.7%.
What is the average annual return of WLDR?
WLDR has returned +17.7% a year over 5 years, +11.8% a year since January 17, 2018 (total return, distributions reinvested).
How much would $10,000 invested in WLDR be worth?
$10,000 invested in WLDR at its first recorded close on January 17, 2018 would be worth about $26,481 on October 23, 2026 with distributions reinvested.
What was the worst year for WLDR?
The worst calendar year was 2022, with a total return of −10.4%. The best was 2025 at +31.2%.
What is the biggest drawdown of WLDR?
The largest peak-to-trough decline was −44.7% between July 27, 2018 and March 23, 2020. It recovered to the old high on March 10, 2021, 12 months after the bottom.
How volatile is WLDR?
Over the past 3 years WLDR had an annualized volatility of 15.5% and a Sharpe ratio of 1.62 (excess return over 1–3 month T-bills per unit of risk).