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Short & leveraged simulator

Short and leveraged Exchange Traded Products (S&L ETPs) are designed to track the percentage change in an index over a specific period of time (usually daily) multiplied by a leverage factor (e.g. -1x, 2x, 3x).

If we examine an S&L ETP built to provide daily returns, then at the end of each day the base value is "reset" and used as the starting point for the next day's returns. These daily resets cause a compounding effect upon returns if the ETP is held for longer than one day.

WisdomTree’s S&L simulator was created to help investors understand the daily returns provided by S&L ETPs as well as the compounding effect of the daily reset over time.

With a few basic inputs into the simulator below, investors can quickly see the theoretical return (excluding fees) of an S&L ETP in different market scenarios.

Step 1: Please enter the investment amount as well as the desired leverage factor (positive value for long ETP, or negative value for short ETP) into the boxes on the left to calculate your effective investment.

Step 2: Choose 1 of the following 3 scenarios: Volatile, Trending upward and Trending downward, or select Manual to input your own daily % change values and model a custom market scenario.
Leverage factor
Effective investment --

Short and/or leveraged exchange-traded products are only intended for investors who understand the risks involved in investing in a product with short and/or leveraged exposure and who intend to invest on a short term basis. Potential losses from short and leveraged exchange-traded products may be magnified in comparison to products that provide an unleveraged exposure. Please refer to the section entitled “Risk Factors” in the relevant prospectus for further details of these and other risks. Please click here for further information on short and/or leveraged exchange-traded products.