# WisdomTree S&P 500 3x Daily Leveraged (3LUS)

**Source:** https://fundology.uk/fund/3lus · ISIN IE00B7Y34M31 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

As of 30/09/2026, 3LUS (WisdomTree S&P 500 3x Daily Leveraged, ISIN IE00B7Y34M31) closed at £141.80 on the London Stock Exchange. Its ongoing charge is 0.75% a year (about £75 on £10,000). Over the five years to 30/09/2026 its total return was +155.8%, or +100.0% after UK CPIH inflation.

## Summary

WisdomTree S&P 500 3x Daily Leveraged is an exchange-traded fund (ETF) from WisdomTree, launched in 2012. It aims to deliver a multiple, or the opposite, of one day’s move in what it tracks. The multiple resets daily, so over longer periods its return can differ a lot from the multiple of the index return. You buy and sell it through a share-dealing account or platform during stock-market hours, like a share. Its ongoing charge is 0.75% a year — about £75 a year on every £10,000 invested, taken from the fund's value rather than billed to you. Income from its investments is reinvested inside the fund, so it shows up as a rising price rather than cash paid to you.

> **Leveraged & inverse:** Built for short-term trading. Because the multiple resets every day, losses can build up quickly when held for longer, even if the index ends up where it started.

Latest close: **£141.80** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | 3LUS |
| ISIN | IE00B7Y34M31 |
| Category | Leveraged & inverse |
| Type | ETF |
| Provider | WisdomTree |
| Tracks | S&P 500 |
| Income | Accumulating |
| Ongoing charge | 0.75% a year (£75 per £10,000) |
| Fund size | £106m |
| Launched | 2012 |
| Domicile | Ireland |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | +35.26% | +31.02% | income reinvested |
| 3 years | +226.70% | +194.80% | income reinvested |
| 5 years | +155.81% | +99.97% | income reinvested |

Returns: TradingView (delayed data). Inflation: ONS CPIH, latest month published.

## Calendar-year returns

Calendar-year returns of WisdomTree S&P 500 3x Daily Leveraged in pounds (price, with income reinvested in the fund): 2022 −52.3%, 2023 +61.3%, 2024 +69.3%, 2025 +19.0%; 2026 to 30/09/2026 +27.8%. Returns of WisdomTree S&P 500 3x Daily Leveraged in pounds (price, with income reinvested in the fund) over the 12 months to 30/09/2026: +39.3%; to 30/09/2025: +25.1%; to 30/09/2024: +86.6%; to 30/09/2023: +26.7%; to 30/09/2022: −40.2%.

| Year | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -52.3% | -56.3% | Price |
| 2023 | +61.3% | +54.9% | Price |
| 2024 | +69.3% | +63.6% | Price |
| 2025 | +19.0% | +14.9% | Price |
| 2026 to 30/09/2026 | +27.8% | +24.2% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 36.66% | -23.01% |
| 3 years | 38.98% | -44.45% |
| 5 years | 42.63% | -54.14% |

## Largest fall

Volatility of WisdomTree S&P 500 3x Daily Leveraged in pounds, annualised from weekly returns to 30/09/2026: 36.7% over 1 year, 39.0% over 3 years, 42.6% over 5 years. Largest fall in the price of WisdomTree S&P 500 3x Daily Leveraged since October 2021, in pounds: −54.1% from 31/12/2021 to 14/10/2022. The lowest 12-month return of WisdomTree S&P 500 3x Daily Leveraged in pounds (price, with income reinvested in the fund) since January 2021 was −52.3% (12 months to 30/12/2022); the highest was +125.8% (12 months to 25/10/2024). On 30/09/2026 the price of WisdomTree S&P 500 3x Daily Leveraged was 1.1% below its highest weekly close since October 2021 (11/08/2026), in pounds.

## Charges compared with similar funds

Ongoing charge of WisdomTree S&P 500 3x Daily Leveraged 0.75% a year, as of 01/10/2026: 159 of the 280 other leveraged and inverse products charge more, 3 the same and 118 less (share classes counted once).

## Charges & eligibility

- Ongoing charges figure (OCF): **0.75%** per year
- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.
