MTGPWisdomTree Mortgage Plus Bond Fund

Get income#901 of 1640 for Get income

Seeks income and capital appreciation.

WisdomTree · Since 2019 (6 years)

Annual Cost

0.46%

#2107 out of 5,332 ETFs

Fund Size

$66M

#3102 out of 5,332 ETFs

Dividend Yield

4.27%

Track Record

6 years

#2041 out of 5,332 ETFs

Performance

1 Year

+4.8%

3 Years

+3.9%

5 Years

+0.4%

What's inside

Asset class

alternative

Region

north america

Strategy

active selection

Asset allocation

Bonds

97.6%

Cash

2.4%

Risk profile

Volatility (1Y)

4.9%

Moderate

Max drawdown

-16.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.08

Below average

Sortino (3Y)

0.11

Moderate downside risk

Similar ETFs

HYZD

WisdomTree Interest Rate Hedged High Yield Bond Fund

TER 0.43%3Y +9.8%

Diversifier

QIG

WisdomTree U.S. Corporate Bond Fund

TER 0.18%3Y +4.8%

Get income

AGZD

WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund

TER 0.23%3Y +6.2%