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DBU: WISDOMTREE GLOBAL EX-U.S. UTILITIES FUND N/A (ETF)
Basic Info
Asset Class: | Utilities |
MyPlanIQ Rating: | (25%) |
Start Date: | 10/16/2006 |
Last Dividend Date: | 06/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 0.58% |
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Performance Analytics (As of 09/22/2016)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/16/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -31.4 | -28.4 | -12.7 | -5.0 | -4.3 | -26.5 | -13.1 | 3.4 | 4.3 | 7.9 | -8.1 | -6.1 | 1.3 | -29.2 | 23.3 | 13.6 |
Sharpe Ratio | NA | -0.41 | -0.19 | 0.16 | -0.17 | -0.7 | -0.72 | 0.27 | 0.31 | 0.51 | -0.32 | -0.26 | 0.04 | -0.66 | 0.89 | 9.18 |
Draw Down(%) | NA | 34.0 | 43.1 | 43.1 | 56.0 | 34.0 | 21.0 | 13.4 | 11.5 | 14.7 | 22.7 | 23.9 | 31.4 | 44.9 | 11.2 | 1.6 |
Standard Deviation(%) | NA | 70.3 | 67.8 | 16.7 | 29.0 | 49.6 | 18.1 | 12.6 | 13.8 | 15.4 | 25.6 | 23.5 | 30.1 | 45.4 | 23.0 | 8.9 |
Treynor Ratio | NA | -0.75 | -0.31 | -0.1 | -0.05 | -0.97 | -0.25 | 0.09 | 0.06 | 0.11 | -0.07 | -0.05 | 0.01 | -0.3 | 0.22 | 1.38 |
Alpha | NA | -0.22 | -0.12 | -0.12 | -0.05 | -0.16 | -0.04 | -0.02 | -0.02 | 0.03 | -0.11 | -0.05 | -0.03 | 0.01 | 0.03 | 0.16 |
Beta | NA | 0.38 | 0.42 | 0.53 | 0.9 | 0.36 | 0.53 | 0.37 | 0.7 | 0.73 | 1.14 | 1.2 | 0.97 | 1.02 | 0.92 | 0.59 |
RSquared | NA | 0.01 | 0.02 | 0.02 | 0.39 | 0.02 | 0.25 | 0.15 | 0.39 | 0.21 | 0.59 | 0.6 | 0.47 | 0.69 | 0.49 | 0.27 |
Yield(%) | N/A | 2.6 | 3.7 | 4.1 | N/A | 2.1 | 3.0 | 4.7 | 4.5 | 4.0 | 3.9 | 4.0 | 4.6 | 3.7 | 1.0 | 0.2 |
Dividend Growth(%) | N/A | -51.2 | -9.8 | N/A | N/A | -41.5 | -37.6 | 2.4 | 13.7 | -7.6 | -13.2 | -16.5 | -16.2 | 364.3 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/16/2006
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See Utilities Asset Class Trend Rankings |
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