WisdomTree EURO STOXX Banks 3x Daily Leveraged

10-Year Study

3BAL.LSE · · GB · ETF

Executive Summary: WisdomTree EURO STOXX Banks 3x Daily Leveraged has compounded at 6.4% annually over the last 10 years, with a maximum drawdown of 97.5% and an annualized volatility of 99.0%.

1Y CAGR
+115.4%
3Y CAGR
+146.2%
5Y CAGR
+60.0%
10Y CAGR
+6.4%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
97.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.61
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.04
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
89.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +433.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -79.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
56%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
202612.0-8.1-32.635.7————————-5.8%
202535.042.13.6-6.033.1-0.729.25.712.7-0.713.624.4433.1%
20243.81.348.37.914.1-20.815.9-6.11.90.5-12.713.668.1%
202350.819.4-40.25.7-12.328.317.5-6.90.1-10.924.35.663.8%
202217.1-33.6-17.2-14.427.5-35.5-5.50.2-3.934.728.45.2-24.9%
2021-16.962.811.416.022.6-15.3-5.311.611.58.2-22.015.5108.3%
2020-18.1-21.9-83.89.210.923.5-21.023.9-39.1-10.0147.4-2.4-79.9%
20199.521.2-15.228.4-31.97.5-6.6-20.425.84.19.611.425.8%
201823.3-12.5-19.512.1-36.1-0.618.3-29.76.2-25.3-1.3-27.9-71.0%
2017———10.80.12.114.1-6.78.9-5.7-6.9-4.110.5%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 99.0%. The dominant macroeconomic risk driver is VEA.US, accounting for 55.1% of variance. Idiosyncratic stock-specific factors contribute 14.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2017-03-0110000
2017-04-0111077.844311377245
2017-05-0111084.687767322499
2017-06-0111315.654405474765
2017-07-0112913.60136869119
2017-08-0112051.325919589393
2017-09-0113129.170230966638
2017-10-0112374.679213002566
2017-11-0111520.958083832336
2017-12-0111048.759623609923
2018-01-0113623.60992301112
2018-02-0111919.589392643284
2018-03-019597.946963216424
2018-04-0110756.201881950385
2018-05-016870.829769033362
2018-06-016828.913601368691
2018-07-018080.410607356715
2018-08-015680.92386655261
2018-09-016031.650983746792
2018-10-014508.1266039349875
2018-11-014451.668092386655
2018-12-013208.2976903336184
2019-01-013513.2591958939265
2019-02-014259.195893926433
2019-03-013609.923011120616
2019-04-014636.441402908469
2019-05-013158.682634730539
2019-06-013394.781864841745
2019-07-013169.803250641574
2019-08-012522.668947818648
2019-09-013174.5081266039347
2019-10-013304.1060735671513
2019-11-013621.043627031651
2019-12-014035.0727117194183
2020-01-013306.672369546621
2020-02-012583.8323353293413
2020-03-01419.16167664670655
2020-04-01457.6561163387511
2020-05-01507.442258340462
2020-06-01626.6894781864842
2020-07-01494.78186484174506
2020-08-01612.8314798973481
2020-09-01373.48160821214714
2020-10-01336.0136869118905
2020-11-01831.3088109495295
2020-12-01811.2917023096663
2021-01-01673.9093242087254
2021-02-011097.3481608212146
2021-03-011222.0701454234388
2021-04-011417.6218990590248
2021-05-011738.2378100940975
2021-06-011472.027373823781
2021-07-011393.8408896492729
2021-08-011555.6886227544908
2021-09-011733.9606501283147
2021-10-011875.9623609923012
2021-11-011462.7887082976904
2021-12-011689.649272882806
2022-01-011979.0419161676648
2022-02-011314.627887082977
2022-03-011088.2805816937553
2022-04-01931.2232677502137
2022-05-011187.6817792985457
2022-06-01766.4670658682635
2022-07-01724.0376390076989
2022-08-01725.7485029940119
2022-09-01697.6903336184774
2022-10-01939.7775876817792
2022-11-011206.672369546621
2022-12-011268.9478186484178
2023-01-011913.601368691189
2023-02-012284.431137724551
2023-03-011365.6116338751071
2023-04-011442.9426860564583
2023-05-011265.5260906757915
2023-06-011623.2677502138579
2023-07-011906.7579127459367
2023-08-011775.8768177929853
2023-09-011777.5876817792985
2023-10-011583.7467921300258
2023-11-011969.2044482463643
2023-12-012079.1274593669805
2024-01-012157.399486740804
2024-02-012185.2010265183917
2024-03-013241.6595380667236
2024-04-013497.0059880239523
2024-05-013991.4456800684343
2024-06-013160.82121471343
2024-07-013662.9597946963218
2024-08-013437.981180496151
2024-09-013504.7048759623613
2024-10-013522.6689478186486
2024-11-013076.9888793840887
2024-12-013494.4396920444824
2025-01-014715.996578272027
2025-02-016699.743370402052
2025-03-016939.264328485886
2025-04-016524.379811804961
2025-05-018682.634730538923
2025-06-018621.043627031651
2025-07-0111136.01368691189
2025-08-0111772.45508982036
2025-09-0113264.328485885373
2025-10-0113173.652694610779
2025-11-0114970.059880239522
2025-12-0118627.887082976904
2026-01-0120869.11890504705
2026-02-0119182.207014542342
2026-03-0112928.999144568008
2026-04-0117550.04277159966
Annual Return Matrix
YearAnnual Return
2018-0.7096237225147104
20190.257698973470204
2020-0.798940004239983
20211.0826655419654156
2022-0.24898744430943698
20230.6384656869354186
20240.6807241308372762
20254.330722154222766
2026-0.057861866274797946
Total Factor Risk
0.9903749204323424
VTI.US Exposure
0.5504084780798868
VEA.US Exposure
0.5506163833286151
VWO.US Exposure
0.009352706027577477
QQQ.US Exposure
-0.07749584839962637
VTV.US Exposure
-0.0625333464882085
IJR.US Exposure
-0.037660991106758725
QUAL.US Exposure
-0.10438392803040238
SHV.US Exposure
0.017461799959214312
TLT.US Exposure
-0.00003901197393823874
LQD.US Exposure
-0.006788701805830411
HYG.US Exposure
0.06673199382720905
GLD.US Exposure
-0.01320119983286779
USO.US Exposure
0.002956791399343774
VNQ.US Exposure
-0.02633097431994975
BTC-USD.CC Exposure
-0.0006677755948936799
CPER.US Exposure
0.013735134446834019
VIX.INDX Exposure
-0.037743636830206435
UUP.US Exposure
-0.007939924909233793
TIP.US Exposure
0.020863038530012232
Idiosyncratic Exposure
0.14265901369322315
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
99.0%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.6%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+19.4%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
22.2% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.00
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is WisdomTree EURO STOXX Banks 3x Daily Leveraged a high-risk investment?

WisdomTree EURO STOXX Banks 3x Daily Leveraged (3BAL.LSE) has an annualized volatility of 99.0% and experienced a maximum drawdown of 97.5% over the last 10 years. Its primary macro risk driver is VEA.US.

What is the 10-year return of 3BAL.LSE?

Over the past 10 years, 3BAL.LSE has generated a Compound Annual Growth Rate (CAGR) of 6.4%. It has had a positive return in 56% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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