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AXJL: WisdomTree Asia Pacific ex-Japan Fund (ETF)
Basic Info
Asset Class: | PACIFIC/ASIA EX-JAPAN STK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/16/2006 |
Last Dividend Date: | 03/24/2020 |
12-Mo. Yield | 3.49% |
Expenses | 0.48% |
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Performance Analytics (As of 06/12/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2006 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -11.0 | -0.8 | 0.1 | 3.9 | 5.0 | -17.6 | 17.6 | -9.2 | 26.4 | 8.5 | -13.4 | 1.6 | -0.6 | 23.4 | -8.9 | 15.0 | 55.8 | -45.7 | 33.4 | 27.8 |
Sharpe Ratio | NA | -0.39 | -0.09 | -0.03 | 0.18 | 0.17 | -0.83 | 1.27 | -0.68 | 2.79 | 0.44 | -0.67 | 0.13 | -0.04 | 1.38 | -0.32 | 0.6 | 1.46 | -0.93 | 1.11 | 4.06 |
Draw Down(%) | NA | 32.6 | 32.6 | 32.6 | 32.6 | 63.4 | 32.6 | 10.1 | 17.1 | 3.3 | 11.4 | 25.9 | 13.3 | 16.0 | 13.5 | 24.7 | 20.3 | 27.6 | 59.0 | 18.5 | 4.6 |
Standard Deviation(%) | NA | 30.0 | 20.5 | 19.7 | 19.5 | 25.3 | 42.6 | 12.7 | 15.6 | 9.3 | 18.7 | 19.9 | 12.9 | 15.9 | 17.1 | 28.0 | 25.0 | 38.1 | 49.8 | 27.6 | 13.3 |
Treynor Ratio | NA | -0.14 | -0.02 | -0.01 | 0.04 | 0.04 | -0.41 | 0.16 | -0.12 | 0.38 | 0.09 | -0.16 | 0.02 | -0.01 | 0.27 | -0.1 | 0.15 | 0.47 | -0.42 | 0.29 | 0.61 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 0.02 | 0.02 | 0.03 | 0.0 | -0.04 | 0.04 | -0.01 | 0.01 | 0.05 | -0.04 | -0.13 | 0.14 | -0.02 | 0.02 |
Beta | NA | 0.87 | 0.87 | 0.89 | 0.89 | 0.99 | 0.87 | 0.99 | 0.85 | 0.68 | 0.95 | 0.86 | 0.81 | 0.94 | 0.87 | 0.92 | 0.98 | 1.17 | 1.1 | 1.06 | 0.88 |
RSquared | NA | 0.75 | 0.68 | 0.65 | 0.68 | 0.71 | 0.77 | 0.6 | 0.53 | 0.34 | 0.58 | 0.56 | 0.44 | 0.57 | 0.69 | 0.83 | 0.82 | 0.74 | 0.77 | 0.74 | 0.4 |
Yield(%) | N/A | 3.5 | 3.8 | 3.4 | 4.1 | N/A | 0.3 | 4.1 | 3.8 | 3.8 | 3.6 | 3.2 | 3.6 | 3.0 | 3.9 | 3.7 | 3.8 | 4.1 | 5.4 | 3.0 | 0.8 |
Dividend Growth(%) | N/A | -19.7 | 18.3 | -1.1 | N/A | N/A | -90.4 | -8.1 | 24.3 | 14.7 | -9.5 | -10.3 | 12.5 | -10.3 | -7.6 | 6.8 | 39.1 | -61.3 | 133.7 | 379.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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See PACIFIC/ASIA EX-JAPAN STK Asset Class Trend Rankings |
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