All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

USFR: Total Return Chart (with Dividends Reinvested)

USFR total return snapshot: USFR returned +4.09% over the past year and +3.12% YTD, with dividends reinvested. Since Feb. 4, 2014, USFR is up +28.70% in nominal total return, or +2.01%/yr, and is currently at its total-return high.

Data ending Fri Oct. 16, 2026

Growth of $10,000

Tue 2014-02-04💬 to Fri 2026-10-16 Overall
Return
Exponential
Trendline
USFR
×
+28.70%
+2.01%/yr
+2.20%/yr
R2=0.848
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-02-04💬 to Fri 2026-10-16 Start
Value
End
Value
USFR
×
$10,000.00
2014-02-04
$12,870.13
2026-10-16

This Year’s Performance

through 2026-10-16

  YTD YoY
USFR
×
+3.12% +4.09%

Drawdowns

  Current
Drawdown
Worst
Drawdown
USFR
×
—
on 2026-10-16
−1.36%
on 2015-11-25
from 2015-06-15 peak

Rolling Returns

Period ending Fri 2026-10-16 1 yr 2 yr 3 yr 5 yr 10 yr
USFR
×
+4.09% +8.66%
+4.24%/yr
+14.49%
+4.61%/yr
+21.55%
+3.98%/yr
+28.73%
+2.56%/yr

Annual Returns

Year USFR
2026 (YTD) +3.12%
2025 +4.23%
2024 +5.47%
2023 +5.18%
2022 +1.98%
2021 −0.02%
2020 +0.56%
2019 +2.02%
2018 +2.01%
2017 +1.03%
2016 +0.90%
2015 −0.12%
2014 −0.64%