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EPS: WisdomTree U.S. Earnings 500 Fund (ETF)
Basic Info 54.09 0.48(0.90%) April 26
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (94%) |
Start Date: | 02/23/2007 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.62% |
Expenses | 0.08% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/23/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.2 | 8.3 | 27.4 | 8.1 | 12.5 | 11.6 | 14.0 | 9.2 | 22.8 | -15.9 | 27.5 | 12.0 | 32.5 | -7.5 | 22.7 | 13.8 | -1.6 | 13.6 | 33.0 | 14.6 | 3.6 | 13.3 | 27.2 | -36.7 | 2.9 |
Sharpe Ratio | NA | 1.66 | 1.55 | 0.31 | 0.5 | 0.59 | NA | 0.43 | 1.45 | -0.75 | 2.28 | 0.34 | 2.38 | -0.54 | 3.09 | 1.02 | -0.1 | 1.32 | 3.15 | 1.18 | 0.17 | 0.83 | 0.99 | -1.03 | 0.03 |
Draw Down(%) | NA | 4.5 | 9.7 | 23.6 | 35.8 | 35.8 | NA | 54.4 | 9.7 | 23.6 | 5.0 | 35.8 | 7.8 | 19.0 | 2.6 | 11.0 | 12.0 | 7.5 | 5.1 | 10.7 | 17.6 | 14.0 | 27.0 | 47.9 | 10.3 |
Standard Deviation(%) | NA | 10.6 | 11.4 | 16.5 | 21.0 | 17.5 | NA | 19.2 | 12.9 | 23.0 | 12.1 | 34.8 | 13.1 | 16.3 | 7.2 | 13.3 | 15.3 | 10.3 | 10.5 | 12.5 | 20.6 | 15.9 | 27.3 | 36.4 | 16.3 |
Treynor Ratio | NA | 0.2 | 0.19 | 0.06 | 0.11 | 0.11 | NA | 0.09 | 0.2 | -0.19 | 0.32 | 0.12 | 0.3 | -0.09 | 0.23 | 0.14 | -0.02 | 0.16 | 0.39 | 0.17 | 0.04 | 0.16 | 0.29 | -0.45 | 0.01 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.01 | 0.01 | -0.03 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.0 |
Beta | NA | 0.89 | 0.93 | 0.92 | 0.96 | 0.95 | NA | 0.9 | 0.93 | 0.92 | 0.86 | 1.0 | 1.02 | 0.94 | 0.96 | 0.95 | 0.95 | 0.84 | 0.85 | 0.87 | 0.82 | 0.83 | 0.94 | 0.83 | 0.88 |
RSquared | NA | 0.95 | 0.95 | 0.97 | 0.97 | 0.95 | NA | 0.91 | 0.93 | 0.99 | 0.91 | 0.98 | 0.96 | 0.96 | 0.8 | 0.88 | 0.91 | 0.89 | 0.82 | 0.81 | 0.89 | 0.91 | 0.9 | 0.87 | 0.82 |
Yield(%) | N/A | 0.4 | 2.0 | 1.8 | 2.3 | 2.9 | 5.3 | N/A | 2.1 | 1.6 | 1.9 | 2.0 | 2.2 | 1.8 | 1.9 | 2.2 | 2.0 | 1.9 | 2.0 | 2.4 | 2.0 | 1.8 | 2.3 | 1.7 | 1.4 |
Dividend Growth(%) | N/A | -77.0 | 7.3 | 22.4 | 54.6 | N/A | N/A | N/A | 8.7 | 5.3 | 1.3 | 21.0 | 8.8 | 14.0 | -2.0 | 4.1 | 19.5 | 20.6 | -5.6 | 24.1 | 20.8 | -4.0 | -10.7 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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