WealthTrust DBS Long Term Growth ETF (WLTG) Performance
WLTG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.7% since Dec 31, 2025
- 1 year
- +11.1% total return
- 3 years
- +23.1% a year
- Since first price
- +9.5% a year since 2021
WLTG trailing returns vs SPY, QQQ, AGG
| Period | WLTG total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −1.7% | −1.7% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.8% | +0.8% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.6% | +2.6% | +7.8% | +8.4% | −1.5% |
| YTD | +7.7% | +7.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.1% | +6.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +86.5%+23.1%/yr | +76.5% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| Since inceptionDec 7, 2021 | +55.6%+9.5%/yr | +46.5% | — | — | — |
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: WLTG vs SPY
From Dec 7, 2021: WLTG grew to $15,558, SPY to $17,352.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WLTG returns by calendar year
3 of 4 full years positive. Best 2024 (+26.9%), worst 2022 (−22.6%). 2026 is year to date.
WLTG annual returns table
| Year | WLTG | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +7.7% | −9.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +24.6% | −17.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.9% | −10.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +17.0% | −8.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −22.6% | −25.1% | −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.
WLTG largest drawdowns
Now 4.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 27, 2021 | −25.1% | Oct 14, 2022 | Mar 20, 2024 | 10 months | 2.2 years |
| Jan 23, 2025 | −17.1% | Apr 8, 2025 | Jun 24, 2025 | 2 months | 5 months |
| Jul 10, 2024 | −10.5% | Aug 5, 2024 | Sep 19, 2024 | 26 days | 2 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WLTG risk statistics
| Statistic | 3 years | Since 2021 |
|---|---|---|
| Annualized return | +23.5% | +9.8% |
| Volatility (annualized) | 12.1% | 13.7% |
| Sharpe ratio | 1.46 | 0.48 |
| Sortino ratio | 2.77 | 0.73 |
| Best month | +9.2% | +9.2% |
| Worst month | −5.3% | −8.0% |
| Best 12 months | +38.7% | +38.7% |
| Worst 12 months | +9.6% | −22.6% |
| Positive months | 75% | 63% |
| Beta vs S&P 500 | 0.90 | — |
| Correlation with S&P 500 | 0.92 | — |
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.
WLTG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 47 | −22.6% | +20.0% | +38.7% | 87% |
| 3-year (a year) | 23 | +4.7% | +21.1% | +25.0% | 100% |
Every holding period starting at a month-end since 2021. Returns for 3 years and longer are annualized.
WLTG performance overview
WealthTrust DBS Long Term Growth ETF (WLTG) returned +11.1% over the past year, with distributions reinvested. Since its first recorded price in 2021 it has returned +9.5% a year, turning $10,000 into about $15,558. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −25.1%, from Dec 27, 2021 to Oct 14, 2022, and it took 1.4 years to get back to the old high. WLTG finished 3 of its 4 full calendar years with a gain; the best year was 2024 (+26.9%) and the worst 2022 (−22.6%). Volatility has been 13.7% a year.
Related: WLTG chart, WLTG holdings, WLTG dividends, WLTG valuation. See the WLTG overview for the latest quote and fund facts.
WLTG performance FAQ
What is the WLTG return over the past year?
WLTG returned +11.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.4%.
How much would $10,000 invested in WLTG be worth?
$10,000 invested in WLTG at its first recorded close on December 7, 2021 would be worth about $15,558 on October 23, 2026 with distributions reinvested.
What was the worst year for WLTG?
The worst calendar year was 2022, with a total return of −22.6%. The best was 2024 at +26.9%.
What is the biggest drawdown of WLTG?
The largest peak-to-trough decline was −25.1% between December 27, 2021 and October 14, 2022. It recovered to the old high on March 20, 2024, 1.4 years after the bottom.
How volatile is WLTG?
Over the past 3 years WLTG had an annualized volatility of 12.1% and a Sharpe ratio of 1.46 (excess return over 1–3 month T-bills per unit of risk).