Analysis for WisdomTree Floating Rate Treasury Fund
Description & usage
The WisdomTree Floating Rate Treasury Fund holds U.S. floating-rate Treasuries with very low duration sensitivity. Coupon income adjusts quickly to short-term rate changes. Key drivers are Fed policy rates, money-market expectations, and Treasury liquidity conditions.
Basic info
- Symbol
- USFR
- Type
- ETF
- Region
- US
- Sector
- Bonds
- Available history
- 11.2 years
- Last trading day
- 03/30/2026
- TER
- –
Basic info
- Symbol
- USFR
- Type
- ETF
- Region
- US
- Sector
- Bonds
- Available history
- 11.2 years
- Last trading day
- 03/30/2026
- TER
- –
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
WisdomTree Floating Rate Treasury Fund (USFR) currently has a total score of 49 points, placing it in the neutral range. The score is made up of Performance (27), Stability (83) and Trend (54). The profile is clearly uneven: Stability stands out while Performance lags.
Performance scores 27 points (weak). Least weak metric: 1Y return at 0.1 %. Main drag: 10Y return at 1.2 %. This points to a sharper upswing more recently.
Stability scores 83 points (very strong). Key strength: volatility (365d, annualized) at 1.2 %. Main drag: return/volatility ratio at 0.05. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 54 points (neutral). Best-ranked metric: Price is about 0.1 % below SMA50. Weaker metric: 12M momentum at 0.1 %.
Overall, the picture is mixed: Stability does the heavy lifting while Performance holds the score back. On a metric level, volatility (365d, annualized) stands out, while 10Y return lags.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For bonds and bond-heavy ETFs, higher yields and high real rates typically lean headwind for prices.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.