WisdomTree Inflation Plus Fund (WTIP) Performance
WTIP total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +13.9% since Dec 31, 2025
- 1 year
- +18.8% total return
- Since first price
- +29.9% since 2025
WTIP trailing returns vs SPY, QQQ, AGG
| Period | WTIP total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −0.0% | −0.1% | −1.0% | −5.0% | +0.9% |
| 3 months | +4.4% | +3.8% | +3.2% | +1.9% | −0.4% |
| 6 months | −2.0% | −4.7% | +7.8% | +8.4% | −1.5% |
| YTD | +13.9% | +10.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +18.8% | +14.6% | +14.4% | +15.9% | −1.1% |
| Since inceptionJun 18, 2025 | +29.9% | +24.2% | — | — | — |
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: WTIP vs SPY
From Jun 18, 2025: WTIP grew to $12,985, SPY to $12,931.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
WTIP returns by calendar year
2026 is year to date.
WTIP annual returns table
| Year | WTIP | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +13.9% | −16.5% | +12.3% | +15.1% | −1.0% |
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.
WTIP largest drawdowns
Now 8.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 27, 2026 | −16.5% | Jun 24, 2026 | not yet | 28 days | 5 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
WTIP risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +22.9% |
| Volatility (annualized) | 12.8% |
| Sharpe ratio | 1.39 |
| Sortino ratio | 2.19 |
| Best month | +6.2% |
| Worst month | −8.5% |
| Best 12 months | +27.1% |
| Worst 12 months | +19.9% |
| 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.
WTIP rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 5 | +19.6% | +21.7% | +27.1% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
WTIP performance overview
WisdomTree Inflation Plus Fund (WTIP) returned +18.8% over the past year, with distributions reinvested. Since its first recorded price on Jun 18, 2025 it has returned +29.9%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.5%, from May 27, 2026 to Jun 24, 2026; the fund has not yet regained that high. Volatility has been 12.8% a year.
Related: WTIP chart, WTIP dividends. See the WTIP overview for the latest quote and fund facts.
WTIP performance FAQ
What is the WTIP return over the past year?
WTIP returned +18.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.6%.
How much would $10,000 invested in WTIP be worth?
$10,000 invested in WTIP at its first recorded close on June 18, 2025 would be worth about $12,985 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of WTIP?
The largest peak-to-trough decline was −16.5% between May 27, 2026 and June 24, 2026. It has not yet recovered to that high; it is 8.7% below its peak.
How volatile is WTIP?
Over the past history WTIP had an annualized volatility of 12.8% and a Sharpe ratio of 1.39 (excess return over 1–3 month T-bills per unit of risk).