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DEM: WisdomTree Emerging Markets Eq Inc ETF (ETF)
Basic Info 41.96 0.02(0.05%) November 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/13/2007 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 4.91% |
| Expenses | 0.63% |
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Performance Analytics (As of 11/30/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.1 | 8.6 | 14.3 | 6.0 | 7.8 | 3.2 | 2.9 | -5.8 | 19.9 | -7.7 | 26.2 | 22.5 | -21.5 | -13.3 | -7.0 | 15.6 | -10.4 | 24.6 | 58.1 | -34.6 | 2.6 |
| SR | NA | 0.62 | 0.88 | 0.26 | 0.35 | 0.14 | 0.1 | -0.18 | 1.36 | -0.49 | 2.3 | 0.98 | -0.99 | -0.77 | -0.4 | 0.95 | -0.4 | 1.05 | 1.76 | -0.74 | 0.09 |
| DD(%) | NA | 7.5 | 7.5 | 37.8 | 37.8 | 45.2 | 51.8 | 37.8 | 10.5 | 19.0 | 4.3 | 12.3 | 33.5 | 23.4 | 18.2 | 14.9 | 25.6 | 18.4 | 21.9 | 51.5 | 16.4 |
| SD(%) | NA | 14.1 | 14.3 | 22.4 | 19.8 | 19.7 | 24.9 | 33.3 | 13.6 | 18.6 | 11.2 | 22.6 | 21.8 | 17.3 | 17.4 | 16.5 | 25.8 | 23.4 | 33.0 | 47.9 | 33.9 |
| TR | NA | 0.14 | 0.2 | 0.06 | 0.07 | 0.03 | 0.03 | -0.05 | 0.18 | -0.09 | 0.23 | 0.19 | -0.19 | -0.12 | -0.07 | 0.16 | -0.11 | 0.23 | 0.61 | -0.4 | 0.03 |
| Alpha(%) | NA | 0.03 | 0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.08 | 0.0 | 0.03 | -0.03 | 0.03 | -0.02 | -0.06 | 0.0 | -0.01 | 0.04 | 0.02 | -0.03 | 0.09 | -0.05 |
| Beta(%) | NA | 0.61 | 0.62 | 0.99 | 1.0 | 1.04 | 0.97 | 1.11 | 1.0 | 1.02 | 1.1 | 1.2 | 1.1 | 1.15 | 1.07 | 0.95 | 0.95 | 1.05 | 0.94 | 0.88 | 1.08 |
| RS | NA | 0.49 | 0.49 | 0.78 | 0.79 | 0.81 | 0.84 | 0.86 | 0.85 | 0.84 | 0.75 | 0.85 | 0.84 | 0.74 | 0.78 | 0.88 | 0.9 | 0.89 | 0.87 | 0.86 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2007
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) 0.0% (99%)
- GEMMX (GMO Emerging Markets VI) 0.84% (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) 1.11% (96%)
- DFEVX (DFA Emerging Markets Value I) 0.76% (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) 0.0% (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) 0.0% (95%)
- DEMSX (DFA Emerging Markets Small Cap I) 0.39% (95%)
- RNWFX (American Funds New World R5) 1.30% (94%)
- DFCEX (DFA Emerging Markets Core Equity I) 0.65% (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 1.65% (94%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) 0.10% (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.54% (99%)
- BKF (iShares MSCI BRIC) 0.34% (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) 0.05% (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.35% (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.48% (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.77% (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) 0.32% (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.16% (97%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.10% (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.36% (100%)
- IHD (ING Emerging Market High Div. Equity) 0.14% (37%)
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