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USFR · Wisdomtree Floating Rate Treasury Fund

Over the last 13 years (2014-03 to 2026-09), $10,000 invested in USFR with dividends reinvested grew to $12,772, 1.96% a year, with a worst peak-to-trough fall of -1.28%. Past performance doesn't predict future results.

Growth of $10,000 · 2014-03 to 2026-09 · dividends reinvested

CAGR (annualized return)
1.96%
Volatility (annualized)
0.90%
Worst drawdown
-1.28%
Sharpe ratio
0.30

How USFR held up in past market crashes

USFR has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 0.4% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 2 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of USFR in each market crash, next to the S&P 500
CrashUSFR deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-0.2%-20.2%Sep 2018 to Oct 20181 months
2020 COVID crash-0.4%-34.1%Feb 2020 to Mar 20202 months
2022 bear market-0.3%-25.4%May 2022 to Aug 20222 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About USFR

WisdomTree Floating Rate Treasury Fund is an exchange-traded fund focused on U.S. Treasury floating-rate notes. Its core purpose is to provide investors with exposure to short-duration government securities whose interest payments adjust periodically, helping the fund reflect changes in short-term Treasury rates. The fund seeks to track the price and yield performance of a benchmark built from floating-rate public obligations issued by the U.S. Treasury, and it is managed as a passive fixed-income strategy. WisdomTree Floating Rate Treasury Fund is used by market participants looking for a government bond allocation with limited interest-rate sensitivity compared with traditional fixed-rate Treasuries. The fund primarily serves the fixed-income and treasury markets, offering a standardized ETF structure for accessing a specialized segment of U.S. government debt.

Put USFR to the test

Every tool below opens prefilled with USFR: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.