WisdomTree FTSE 100 3x Daily Leveraged

10-Year Study

3UKL.LSE · · GB · ETF

Executive Summary: WisdomTree FTSE 100 3x Daily Leveraged has compounded at 14.4% annually over the last 10 years, with a maximum drawdown of 67.5% and an annualized volatility of 41.6%.

1Y CAGR
+71.8%
3Y CAGR
+34.0%
5Y CAGR
+23.0%
10Y CAGR
+14.4%

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 →
67.5%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.50
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.70
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
36.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +64.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -48.8%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
80%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.821.5-19.112.1————————18.8%
202517.94.8-7.3-6.711.5-0.811.72.74.111.2-0.25.264.7%
2024-4.80.113.26.94.9-4.55.70.8-5.5-6.06.6-5.310.4%
202311.64.2-8.98.9-14.83.05.7-8.66.6-12.85.711.16.9%
20223.1-1.04.00.31.7-16.510.7-3.9-15.58.322.0-5.02.0%
2021-3.82.914.211.63.00.3-0.65.30.16.1-7.714.252.7%
2020-10.8-26.7-42.67.48.04.5-12.62.6-5.6-13.940.110.1-48.8%
201910.56.99.26.5-9.112.16.4-14.010.4-6.34.77.349.2%
2018-6.8-10.0-6.220.38.6-1.23.6-10.93.7-14.7-6.2-11.0-30.8%
2017-0.89.42.9-4.914.6-8.22.84.6-3.15.7-5.915.334.0%
2016———4.1-0.410.911.14.74.32.9-7.215.754.4%

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 41.6%. The dominant macroeconomic risk driver is VEA.US, accounting for 58.0% of variance. Idiosyncratic stock-specific factors contribute 7.8%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110410.970499851865
2016-05-0110370.762263512082
2016-06-0111505.904262073052
2016-07-0112787.488889829432
2016-08-0113390.189190333092
2016-09-0113967.494815253736
2016-10-0114374.656113768147
2016-11-0113340.669572946206
2016-12-0115440.385999068862
2017-01-0115315.528844119017
2017-02-0116760.909129385873
2017-03-0117253.9890802895
2017-04-0116409.616117154106
2017-05-0118811.95242730774
2017-06-0117277.690777500316
2017-07-0117767.808016252595
2017-08-0118591.018749735475
2017-09-0118022.601261268886
2017-10-0119056.587802090828
2017-11-0117935.836119693573
2017-12-0120684.38650696237
2018-01-0119285.986371524104
2018-02-0117352.181825877175
2018-03-0116276.717314936303
2018-04-0119577.178651542727
2018-05-0121268.46404537182
2018-06-0121013.670800355525
2018-07-0121772.97160028781
2018-08-0119398.99267786854
2018-09-0120120.624709019343
2018-10-0117166.80069412113
2018-11-0116097.261607482964
2018-12-0114319.211072078555
2019-01-0115825.961823337706
2019-02-0116920.895585558894
2019-03-0118481.82164472849
2019-04-0119690.184957887162
2019-05-0117898.590595505142
2019-06-0120066.87264570195
2019-07-0121359.884877470693
2019-08-0118370.50831675625
2019-09-0120275.10898548271
2019-10-0119007.49142929699
2019-11-0119903.923477377575
2019-12-0121361.154611249844
2020-01-0119064.629449358785
2020-02-0113978.499174673043
2020-03-018024.717484234138
2020-04-018620.222626655945
2020-05-019310.111313327972
2020-06-019728.276971261692
2020-07-018501.290896008803
2020-08-018723.071062767174
2020-09-018231.684090235747
2020-10-017086.384221441571
2020-11-019928.471663774495
2020-12-0110929.44512633851
2021-01-0110514.242180556144
2021-02-0110815.592330807975
2021-03-0112348.584246836248
2021-04-0113785.076395649045
2021-05-0114196.47014009396
2021-06-0114241.334066957294
2021-07-0114159.224615905532
2021-08-0114913.446480721208
2021-09-0114923.604350954416
2021-10-0115835.273204384814
2021-11-0114611.67308587633
2021-12-0116690.65052693952
2022-01-0117199.813772379057
2022-02-0117019.51157573962
2022-03-0117697.12616921319
2022-04-0117754.68743386803
2022-05-0118064.50247598087
2022-06-0115082.744317941339
2022-07-0116694.03648368392
2022-08-0116048.588479282178
2022-09-0113557.370804587972
2022-10-0114689.126846404537
2022-11-0117915.097134634107
2022-12-0117016.54886358827
2023-01-0118995.217336098533
2023-02-0119796.41935074279
2023-03-0118031.912642315994
2023-04-0119641.935074279427
2023-05-0116736.36094298895
2023-06-0117233.673339823083
2023-07-0118214.754306513732
2023-08-0116644.51686629703
2023-09-0117736.06467177382
2023-10-0115473.822321919837
2023-11-0116362.63596732552
2023-12-0118183.43420662801
2024-01-0117319.5919922123
2024-02-0117342.023955643966
2024-03-0119638.54911753502
2024-04-0120984.890168028105
2024-05-0122017.183730477842
2024-06-0121020.86595843738
2024-07-0122219.4946459559
2024-08-0122397.257375037036
2024-09-0121174.9269903077
2024-10-0119899.267786854023
2024-11-0121210.902780716977
2024-12-0120079.993228086514
2025-01-0123677.995513607315
2025-02-0124812.291022982183
2025-03-0123005.0366106573
2025-04-0121455.961400093114
2025-05-0123920.091420832097
2025-06-0123737.24975663436
2025-07-0126516.696999195836
2025-08-0127243.83121005629
2025-09-0128351.885554662036
2025-10-0131520.717822829814
2025-11-0131455.961400093114
2025-12-0133076.564946882805
2026-01-0135647.35260507047
2026-02-0143329.24196893384
2026-03-0135060.312354509675
2026-04-0139295.72099716426
Annual Return Matrix
YearAnnual Return
20170.33962884789342396
2018-0.30772850975015853
20190.49178292740600615
2020-0.4883495145631068
20210.5271269798241878
20220.019525801952580135
20230.06857356050242513
20240.10430147572273163
20250.6472398457095883
20260.18802303262955844
Total Factor Risk
0.4164157012314256
VTI.US Exposure
0.057476360007711974
VEA.US Exposure
0.5798413563473881
VWO.US Exposure
0.058966929218698054
QQQ.US Exposure
-0.0693788230067008
VTV.US Exposure
0.023580570066661862
IJR.US Exposure
-0.02759092305777571
QUAL.US Exposure
-0.024574010679505574
SHV.US Exposure
0.2654809228731414
TLT.US Exposure
0.04703454787057221
LQD.US Exposure
-0.03434872007592393
HYG.US Exposure
0.010142174456719827
GLD.US Exposure
0.00029691571986864156
USO.US Exposure
-0.0013451166653572638
VNQ.US Exposure
-0.005204560290625529
BTC-USD.CC Exposure
-0.0022534576845423568
CPER.US Exposure
0.00026679601711809836
VIX.INDX Exposure
0.02006974293259731
UUP.US Exposure
0.021197548052138863
TIP.US Exposure
0.0018942912671462114
Idiosyncratic Exposure
0.07844745663066872
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
41.6%

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 →
+4.5%
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 →
+23.9%
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 →
9.3% 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 FTSE 100 3x Daily Leveraged a high-risk investment?

WisdomTree FTSE 100 3x Daily Leveraged (3UKL.LSE) has an annualized volatility of 41.6% and experienced a maximum drawdown of 67.5% over the last 10 years. Its primary macro risk driver is VEA.US.

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

Over the past 10 years, 3UKL.LSE has generated a Compound Annual Growth Rate (CAGR) of 14.4%. It has had a positive return in 80% 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.

Run a Full Backtest on WisdomTree FTSE 100 3x Daily Leveraged

stresstest.pro lets you simulate DCA vs Lump Sum, Monte Carlo projections, portfolio optimisation, and more — all in seconds.

Start a Free Backtest