WisdomTree Artificial Intelligence UCITS ETF - USD Acc

10-Year Study

INTL.LSE · · GB · ETF

Executive Summary: WisdomTree Artificial Intelligence UCITS ETF - USD Acc has compounded at 19.7% annually over the last 10 years, with a maximum drawdown of 35.1% and an annualized volatility of 25.6%.

1Y CAGR
+54.5%
3Y CAGR
+19.7%
5Y CAGR
+11.4%
10Y CAGR
+19.7%

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 →
35.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.74
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.45
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
25.4%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · +69.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -35.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
86%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20264.2-0.8-7.016.3————————11.8%
20252.4-11.7-12.7-1.010.010.68.9-1.99.012.0-9.11.614.5%
2024-2.87.10.3-5.7-0.95.0-5.1-1.1-1.35.010.53.113.6%
202315.73.43.0-11.116.72.87.4-5.9-1.4-6.611.09.548.7%
2022-11.40.9-0.4-8.3-2.6-10.36.8-1.3-7.40.0-1.0-6.0-35.1%
202110.6-3.9-6.83.6-5.87.7-0.85.2-3.23.85.02.417.4%
20202.3-4.9-11.615.910.78.1-0.47.52.20.520.66.869.0%
2019—10.01.67.3-5.76.110.0-3.5-2.5-1.75.52.432.1%

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 25.6%. The dominant macroeconomic risk driver is QQQ.US, accounting for 25.9% of variance. Idiosyncratic stock-specific factors contribute 10.7%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-01-0110000
2019-02-0110999.229386077575
2019-03-0111180.323657847417
2019-04-0111998.458772155149
2019-05-0111319.034163883895
2019-06-0112013.871050603648
2019-07-0113216.028769586437
2019-08-0112757.513485743644
2019-09-0112438.993064474696
2019-10-0112224.50552273311
2019-11-0112901.361417929618
2019-12-0113212.175699974314
2020-01-0113515.28384279476
2020-02-0112858.97765219625
2020-03-0111369.12406884151
2020-04-0113176.213716927818
2020-05-0114586.437194965323
2020-06-0115769.32956588749
2020-07-0115702.543025944002
2020-08-0116875.16054456717
2020-09-0117251.47701001798
2020-10-0117331.107115335217
2020-11-0120909.32442846134
2020-12-0122325.969689185717
2021-01-0124699.460570254305
2021-02-0123732.340097611097
2021-03-0122111.48214744413
2021-04-0122903.930131004367
2021-05-0121575.90547135885
2021-06-0123234.009761109683
2021-07-0123059.337272026714
2021-08-0124255.073208322632
2021-09-0123481.890572823017
2021-10-0124373.234009761112
2021-11-0125598.510146416644
2021-12-0126200.873362445414
2022-01-0123205.75391728744
2022-02-0123424.09452864115
2022-03-0123321.34600565117
2022-04-0121389.673773439506
2022-05-0120832.263036218857
2022-06-0118689.95633187773
2022-07-0119956.33187772926
2022-08-0119704.5979964038
2022-09-0118251.990752632933
2022-10-0118254.55946570768
2022-11-0118074.74955047521
2022-12-0116998.45877215515
2023-01-0119666.06730028256
2023-02-0120342.923195479067
2023-03-0120961.983046493708
2023-04-0118629.591574621114
2023-05-0121742.87182121757
2023-06-0122346.519393783714
2023-07-0123996.917544310298
2023-08-0122580.272283585924
2023-09-0122260.467505779605
2023-10-0120797.585409709733
2023-11-0123079.88697662471
2023-12-0125278.705368610325
2024-01-0124567.171846904705
2024-02-0126319.034163883895
2024-03-0126406.370408425377
2024-04-0124901.10454662214
2024-05-0124669.920369894684
2024-06-0125897.76521962497
2024-07-0124580.015412278448
2024-08-0124297.456974056
2024-09-0123976.367839712304
2024-10-0125181.094271769845
2024-11-0127834.574877986128
2024-12-0128710.506036475726
2025-01-0129411.764705882357
2025-02-0125964.551759568458
2025-03-0122657.33367582841
2025-04-0122423.580786026203
2025-05-0124662.214230670437
2025-06-0127287.438993064476
2025-07-0129707.166709478548
2025-08-0129139.4811199589
2025-09-0131769.84330850244
2025-10-0135597.225789879274
2025-11-0132350.37246339584
2025-12-0132874.38993064474
2026-01-0134251.22013871051
2026-02-0133963.52427433855
2026-03-0131584.895967120472
2026-04-0136748.009247367074
Annual Return Matrix
YearAnnual Return
20200.6898026635559444
20210.17356037507910016
2022-0.3512254901960784
20230.4871174914998111
20240.13575856112183726
20250.14502997226447167
20260.11783091107985633
Total Factor Risk
0.25595117574386406
VTI.US Exposure
0.13433715007552025
VEA.US Exposure
0.062432198452320224
VWO.US Exposure
0.016209148292632352
QQQ.US Exposure
0.25902324057057435
VTV.US Exposure
-0.08385941742320048
IJR.US Exposure
0.20449060712398154
QUAL.US Exposure
-0.013998922195635446
SHV.US Exposure
0.17666730736276856
TLT.US Exposure
0.04868941506687962
LQD.US Exposure
-0.011198517281819666
HYG.US Exposure
-0.024226580932053286
GLD.US Exposure
0.0013453018148727733
USO.US Exposure
0.015111617111643855
VNQ.US Exposure
-0.004872508463987957
BTC-USD.CC Exposure
0.0031066125104967455
CPER.US Exposure
0.0011014443409411898
VIX.INDX Exposure
-0.014480741110948502
UUP.US Exposure
0.1132441548932387
TIP.US Exposure
0.010036661416660281
Idiosyncratic Exposure
0.10684182837511481
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
25.6%

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 →
+9.8%
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 →
+14.0%
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 →
0.0% 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 Artificial Intelligence UCITS ETF - USD Acc a high-risk investment?

WisdomTree Artificial Intelligence UCITS ETF - USD Acc (INTL.LSE) has an annualized volatility of 25.6% and experienced a maximum drawdown of 35.1% over the last 10 years. Its primary macro risk driver is QQQ.US.

What is the 10-year return of INTL.LSE?

Over the past 10 years, INTL.LSE has generated a Compound Annual Growth Rate (CAGR) of 19.7%. It has had a positive return in 86% 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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