All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

USFR: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

USFR real return snapshot: after CPI-U inflation, USFR returned −0.20% over the past year and −1.79% YTD, with dividends reinvested. Since Feb. 4, 2014, USFR is down −11.47% in real purchasing-power return, or −0.98%/yr.

Data ending Thu Jul. 2, 2026

Tue 2014-02-04💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
USFR
×
−1.79%
2026-07-02
−0.20%
2026-07-02
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Returns

Tue 2014-02-04💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
USFR
×
−11.47%
−0.98%/yr
−1.31%/yr
(R2=0.628)
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Growth of $10,000

Tue 2014-02-04💬 to Thu 2026-07-02 Start
Value
End
Value
USFR
×
$10,000.00
2014-02-04
$8,852.66
2026-07-02
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Annual Returns

Year USFR
2026 (YTD) −1.79%
2025 +1.52%
2024 +2.51%
2023 +1.77%
2022 −4.22%
2021 −6.59%
2020 −0.79%
2019 −0.26%
2018 +0.10%
2017 −1.07%
2016 −1.07%
2015 −0.83%
2014 −1.05%

Drawdowns

Tue 2014-02-04💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
USFR
×
−11.47% −15.98%
2022-07-12
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
USFR
×
−0.20% +1.71%
+0.85%/yr
+4.27%
+1.40%/yr
−2.91%
−0.59%/yr
−8.43%
−0.88%/yr
WisdomTree Floating Rate Treasury Fund Exchange-Traded Fund