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 +3.99% over the past year and +2.45% YTD, with dividends reinvested. Since Feb. 4, 2014, USFR is up +27.87% in nominal total return, or +1.98%/yr, and is currently at its total-return high.

Data ending Mon Aug. 17, 2026

Growth of $10,000

Tue 2014-02-04💬 to Mon 2026-08-17 Overall
Return
Exponential
Trendline
USFR
×
+27.87%
+1.98%/yr
+2.15%/yr
R2=0.844
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2014-02-04💬 to Mon 2026-08-17 Start
Value
End
Value
USFR
×
$10,000.00
2014-02-04
$12,786.51
2026-08-17

This Year’s Performance

through 2026-08-17

  YTD YoY
USFR
×
+2.45% +3.99%

Drawdowns

  Current
Drawdown
Worst
Drawdown
USFR
×

on 2026-08-17
−1.35%
on 2015-11-25
from 2015-06-15 peak

Rolling Returns

Period ending Mon 2026-08-17 1 yr 2 yr 3 yr 5 yr 10 yr
USFR
×
+3.99% +8.81%
+4.31%/yr
+14.67%
+4.67%/yr
+20.76%
+3.84%/yr
+27.96%
+2.50%/yr

Annual Returns

Year USFR
2026 (YTD) +2.45%
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%