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AUSE: WisdomTree Australia Dividend Fund (ETF)
Basic Info
| Asset Class: | Miscellaneous Region |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 12/24/2018 |
| 12-Mo. Yield | 2.93% |
| Expenses | 0.58% |
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Performance Analytics (As of 09/03/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -2.0 | 5.1 | 0.0 | 0.8 | 13.5 | -20.1 | 15.7 | 15.3 | -14.2 | -10.7 | 0.2 | 14.6 | -16.0 | 7.2 | 69.4 | -52.8 | 13.6 | 26.9 |
| Sharpe Ratio | NA | -1.65 | -1.27 | -1.29 | -0.63 | -0.7 | 3.95 | -2.56 | -0.27 | -0.8 | -1.31 | -1.85 | -1.02 | -0.21 | -1.06 | -0.39 | 1.2 | -1.34 | -0.3 | 2.27 |
| Draw Down(%) | NA | 20.1 | 25.8 | 40.6 | 42.6 | 71.8 | 1.9 | 25.8 | 6.1 | 14.4 | 29.0 | 21.8 | 19.9 | 17.0 | 30.9 | 23.6 | 28.9 | 60.3 | 20.4 | 4.5 |
| Standard Deviation(%) | NA | 15.5 | 16.0 | 19.1 | 23.5 | 28.1 | 11.8 | 16.3 | 12.9 | 23.5 | 24.9 | 15.8 | 18.0 | 19.2 | 32.5 | 29.5 | 42.4 | 53.8 | 27.8 | 15.1 |
| Treynor Ratio | NA | -0.38 | -0.27 | -0.29 | -0.13 | -0.19 | 0.73 | -0.63 | -0.04 | -0.16 | -0.35 | -0.38 | -0.18 | -0.03 | -0.28 | -0.08 | 0.45 | -0.76 | -0.06 | 0.39 |
| Alpha | NA | -0.06 | -0.04 | -0.05 | -0.03 | -0.02 | 0.06 | -0.1 | -0.02 | 0.03 | -0.06 | -0.1 | -0.11 | 0.0 | -0.05 | -0.01 | 0.13 | -0.1 | 0.06 | 0.08 |
| Beta | NA | 0.67 | 0.77 | 0.85 | 1.11 | 1.06 | 0.64 | 0.66 | 0.93 | 1.15 | 0.94 | 0.77 | 1.01 | 1.17 | 1.24 | 1.46 | 1.13 | 0.96 | 1.33 | 0.89 |
| RSquared | NA | 0.46 | 0.36 | 0.35 | 0.54 | 0.54 | 0.55 | 0.48 | 0.23 | 0.42 | 0.35 | 0.31 | 0.39 | 0.61 | 0.79 | 0.8 | 0.54 | 0.53 | 0.59 | 0.29 |
| Yield(%) | N/A | 2.9 | 4.3 | 3.3 | 7.6 | N/A | 0.0 | 3.9 | 4.7 | 3.9 | 3.7 | 4.4 | 4.4 | 5.0 | 5.3 | 4.8 | 5.0 | 5.8 | 6.0 | 1.1 |
| Dividend Growth(%) | N/A | -48.6 | -6.3 | -26.2 | N/A | N/A | -100.0 | -6.7 | 45.6 | -10.3 | -24.7 | -2.7 | 0.6 | -20.2 | 15.2 | 68.5 | -58.6 | 7.4 | 622.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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See Miscellaneous Region Asset Class Trend Rankings |
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