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AUNZ: WISDOMTREE AUSTRALIA & NEW ZEALAND DEBT FUND N/A (ETF)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/26/2008 |
| Last Dividend Date: | 02/17/2017 |
| 12-Mo. Yield | 1.81% |
| Expenses | 0.46% |
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Performance Analytics (As of 07/30/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/26/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.1 | -3.5 | 7.4 | 3.1 | -8.6 | -1.0 | -12.3 | 9.1 | 4.7 | 10.3 | 26.5 | -19.9 |
| Sharpe Ratio | NA | 0.36 | -0.09 | -0.1 | 0.07 | 3.62 | 0.23 | -0.62 | -0.12 | -1.09 | 0.85 | 0.3 | 0.68 | 1.03 | -0.89 |
| Draw Down(%) | NA | 10.0 | 23.1 | 27.3 | 35.1 | 3.3 | 10.0 | 16.1 | 11.6 | 15.7 | 8.3 | 14.2 | 10.3 | 17.8 | 35.1 |
| Standard Deviation(%) | NA | 11.4 | 11.8 | 11.4 | 17.3 | 10.7 | 12.3 | 13.9 | 8.5 | 11.3 | 10.7 | 15.5 | 14.9 | 25.7 | 39.7 |
| Treynor Ratio | NA | 0.06 | -0.01 | -0.02 | 0.02 | 0.57 | 0.04 | -0.14 | -0.01 | -0.16 | 0.11 | 0.05 | 0.13 | 0.29 | -0.58 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.01 | 0.1 | 0.01 | -0.01 | 0.01 | -0.03 | 0.02 | 0.0 | 0.04 | 0.08 | -0.13 |
| Beta | NA | 0.7 | 0.7 | 0.72 | 0.78 | 0.68 | 0.73 | 0.62 | 0.71 | 0.77 | 0.83 | 0.93 | 0.8 | 0.92 | 0.62 |
| RSquared | NA | 0.26 | 0.2 | 0.21 | 0.15 | 0.31 | 0.23 | 0.13 | 0.23 | 0.25 | 0.2 | 0.22 | 0.27 | 0.17 | 0.05 |
| Yield(%) | N/A | 1.8 | 1.8 | 2.1 | N/A | 0.4 | 2.0 | 2.2 | 1.5 | 2.4 | 3.1 | 14.0 | 5.4 | 12.5 | 0.5 |
| Dividend Growth(%) | N/A | -15.6 | -76.9 | N/A | N/A | -78.8 | -19.5 | 43.4 | -48.5 | -19.3 | -79.1 | 164.4 | -49.1 | 1800.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
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