WisdomTree U.S. MidCap Earnings Fund (EZM)

Basic Info 60.15 0.51(0.86%)
May 14

WisdomTree U.S. MidCap Earnings Fund started on 02/23/2007
WisdomTree U.S. MidCap Earnings Fund is classified as asset class MID-CAP BLEND
WisdomTree U.S. MidCap Earnings Fund expense ratio is 0.38%
WisdomTree U.S. MidCap Earnings Fund rating is
(96%)

WisdomTree U.S. MidCap Earnings Fund (EZM) Dividend Info

WisdomTree U.S. MidCap Earnings Fund (EZM) dividend growth in the last 12 months is 3.36%

The trailing 12-month yield of WisdomTree U.S. MidCap Earnings Fund is 1.59%. its dividend history:

DateDividend
03/22/2024 0.175
12/22/2023 0.225
09/25/2023 0.18
06/26/2023 0.19
03/27/2023 0.125
12/23/2022 0.24
09/26/2022 0.2
06/24/2022 0.18
03/25/2022 0.14
12/27/2021 0.15
09/24/2021 0.28
06/24/2021 0.15
03/25/2021 0.03
12/21/2020 0.306
09/22/2020 0.135
06/23/2020 0.115
03/24/2020 0.17
12/23/2019 0.179
09/24/2019 0.18
06/24/2019 0.125
03/26/2019 0.16
12/24/2018 0.171
09/25/2018 0.156
06/25/2018 0.137
03/20/2018 0.074
12/26/2017 0.146
09/26/2017 0.105
06/26/2017 0.085
03/27/2017 0.115
12/23/2016 0.1623
09/26/2016 0.1583
06/20/2016 0.1383
03/21/2016 0.0723
12/21/2015 0.1213
09/21/2015 0.0983
06/22/2015 0.0733
03/23/2015 0.086
12/19/2014 0.123
09/22/2014 0.0937
06/23/2014 0.0787
03/24/2014 0.0623
12/24/2013 0.0903
09/23/2013 0.053
06/24/2013 0.1013
03/22/2013 0.0407
12/24/2012 0.158
09/24/2012 0.081
06/25/2012 0.0817
03/26/2012 0.0383
12/21/2011 0.0693
09/26/2011 0.0477
06/22/2011 0.033
03/21/2011 0.028
12/22/2010 0.1067
09/20/2010 0.0667
06/28/2010 0.0323
03/29/2010 0.0463
12/21/2009 0.0657
09/21/2009 0.0257
06/22/2009 0.0287
03/23/2009 0.0303
12/22/2008 0.0623
09/22/2008 0.047
06/23/2008 0.0423
03/24/2008 0.074
12/17/2007 0.0817
09/24/2007 0.0287
06/25/2007 0.015
03/26/2007 0.0183

Dividend Growth History for WisdomTree U.S. MidCap Earnings Fund (EZM)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.72 1.49% -5.26% -
2022 $0.76 1.34% 24.59% -5.26%
2021 $0.61 1.43% -15.98% 8.64%
2020 $0.726 1.72% 12.73% -0.28%
2019 $0.644 1.87% 19.70% 2.83%
2018 $0.538 1.35% 19.29% 6.00%
2017 $0.451 1.31% -15.10% 8.11%
2016 $0.5312 1.85% 40.20% 4.44%
2015 $0.3789 1.23% 5.93% 8.36%
2014 $0.3577 1.26% 25.38% 8.08%
2013 $0.2853 1.34% -20.53% 9.70%
2012 $0.359 1.98% 101.69% 6.53%
2011 $0.178 0.98% -29.37% 12.35%
2010 $0.252 1.71% 67.55% 8.41%
2009 $0.1504 1.49% -33.33% 11.83%
2008 $0.2256 1.47% 56.99% 8.04%
2007 $0.1437 0.86% - 10.60%

Dividend Growth Chart for WisdomTree U.S. MidCap Earnings Fund (EZM)

WisdomTree U.S. MidCap Earnings Fund (EZM) Historical Returns And Risk Info

From 02/23/2007 to 05/14/2024, the compound annualized total return (dividend reinvested) of WisdomTree U.S. MidCap Earnings Fund (EZM) is 16.482%. Its cumulative total return (dividend reinvested) is 1,279.821%.

From 02/23/2007 to 05/14/2024, the Maximum Drawdown of WisdomTree U.S. MidCap Earnings Fund (EZM) is 59.6%.

From 02/23/2007 to 05/14/2024, the Sharpe Ratio of WisdomTree U.S. MidCap Earnings Fund (EZM) is 0.44.

From 02/23/2007 to 05/14/2024, the Annualized Standard Deviation of WisdomTree U.S. MidCap Earnings Fund (EZM) is 35.4%.

From 02/23/2007 to 05/14/2024, the Beta of WisdomTree U.S. MidCap Earnings Fund (EZM) is 0.94.

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(%) 1.6 3.9 24.7 4.7 9.9 21.7 22.5 16.5 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 0.47 1.18 0.11 0.3 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 17.7 21.2 27.2 40.9 NA 35.4 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 0.06 0.17 0.02 0.07 0.19 NA 0.17 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 1.25 1.05 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
RSquare NA 0.85 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 1.8 2.0 4.5 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 3.4 19.9 47.6 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

Return Calculator for WisdomTree U.S. MidCap Earnings Fund (EZM)

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WisdomTree U.S. MidCap Earnings Fund (EZM) Historical Return Chart

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WisdomTree U.S. MidCap Earnings Fund (EZM) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 02/23/2007 to 05/14/2024, the worst annualized return of 3-year rolling returns for WisdomTree U.S. MidCap Earnings Fund (EZM) is -5.34%.
From 02/23/2007 to 05/14/2024, the worst annualized return of 5-year rolling returns for WisdomTree U.S. MidCap Earnings Fund (EZM) is 3.86%.
From 02/23/2007 to 05/14/2024, the worst annualized return of 10-year rolling returns for WisdomTree U.S. MidCap Earnings Fund (EZM) is 22.5%.
From 02/23/2007 to 05/14/2024, the worst annualized return of 20-year rolling returns for WisdomTree U.S. MidCap Earnings Fund (EZM) is NA.

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