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EZM: WisdomTree U.S. MidCap Earnings Fund (ETF)
Basic Info 58.16 0.22(0.38%) April 26
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (95%) |
Start Date: | 02/23/2007 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 1.24% |
Expenses | 0.38% |
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Performance Analytics (As of 04/26/2024)
Last 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(%) | 2.1 | 1.6 | 23.4 | 4.5 | 8.9 | 21.4 | 22.4 | 16.3 | 19.7 | -12.2 | 31.0 | 5.6 | 24.7 | -12.3 | 252.1 | 19.8 | -4.8 | 8.4 | 40.2 | 17.7 | 0.9 | 25.6 | 50.2 | -35.1 | -6.9 |
Sharpe Ratio | NA | 0.1 | 1.09 | 0.11 | 0.27 | 0.5 | NA | 0.44 | 0.78 | -0.53 | 1.67 | 0.12 | 1.49 | -0.84 | 2.3 | 1.15 | -0.31 | 0.63 | 3.04 | 1.1 | 0.03 | 1.23 | 1.38 | -0.9 | -0.63 |
Draw Down(%) | NA | 7.3 | 14.9 | 22.4 | 47.3 | 47.3 | NA | 59.6 | 15.6 | 22.4 | 8.3 | 47.3 | 10.3 | 23.1 | 5.1 | 11.9 | 13.3 | 11.3 | 5.5 | 15.0 | 25.7 | 16.6 | 33.2 | 49.8 | 15.6 |
Standard Deviation(%) | NA | 15.8 | 17.9 | 21.2 | 27.2 | 40.9 | NA | 35.5 | 19.9 | 25.9 | 18.6 | 45.0 | 15.7 | 16.3 | 110.0 | 17.0 | 15.4 | 13.3 | 13.2 | 16.2 | 27.2 | 20.8 | 36.5 | 40.1 | 17.5 |
Treynor Ratio | NA | 0.01 | 0.16 | 0.02 | 0.07 | 0.19 | NA | 0.16 | 0.13 | -0.14 | 0.3 | 0.05 | 0.2 | -0.14 | -19.95 | 0.18 | -0.05 | 0.08 | 0.4 | 0.17 | 0.01 | 0.33 | 0.51 | -0.49 | -0.13 |
Alpha | NA | -0.03 | 0.0 | 0.01 | 0.0 | 0.08 | NA | 0.05 | 0.01 | 0.03 | 0.02 | -0.04 | -0.03 | -0.02 | 0.86 | 0.03 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | 0.02 | 0.04 | -0.01 | -0.03 |
Beta | NA | 1.22 | 1.26 | 1.04 | 1.1 | 1.06 | NA | 0.94 | 1.22 | 0.97 | 1.03 | 1.15 | 1.14 | 0.96 | -0.13 | 1.07 | 0.97 | 1.02 | 1.01 | 1.04 | 0.96 | 0.78 | 0.98 | 0.73 | 0.84 |
RSquared | NA | 0.84 | 0.85 | 0.86 | 0.86 | 0.09 | NA | 0.15 | 0.87 | 0.93 | 0.69 | 0.88 | 0.86 | 0.91 | 0.0 | 0.92 | 0.93 | 0.92 | 0.92 | 0.92 | 0.92 | 0.67 | 0.76 | 0.66 | 0.72 |
Yield(%) | N/A | 0.3 | 1.6 | 1.4 | 1.7 | 2.0 | 4.7 | N/A | 1.5 | 1.3 | 1.4 | 1.8 | 1.9 | 1.4 | 1.3 | 1.8 | 1.2 | 1.2 | 1.3 | 2.0 | 1.0 | 1.8 | 1.6 | 1.4 | 0.9 |
Dividend Growth(%) | N/A | -74.6 | 4.1 | 18.6 | 48.1 | N/A | N/A | N/A | -6.6 | 24.6 | -17.6 | 15.6 | 18.5 | 20.0 | -15.1 | 39.5 | 8.6 | 25.0 | -22.2 | 100.0 | -30.8 | 62.5 | -27.3 | 46.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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