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DEM: WisdomTree Emerging Markets Eq Inc ETF (ETF)
Basic Info 34.37 0.15(0.44%) October 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/13/2007 |
| Last Dividend Date: | 09/26/2022 |
| 12-Mo. Yield | 4.81% |
| Expenses | 0.63% |
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Performance Analytics (As of 10/04/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.9 | -7.9 | -6.1 | 3.9 | 3.2 | 1.4 | 2.3 | 2.7 | 15.9 | -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 | -0.94 | -0.63 | 0.07 | 0.07 | 0.03 | NA | 0.07 | 1.12 | -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 | 22.1 | 22.1 | 37.8 | 37.8 | 45.2 | NA | 51.8 | 7.5 | 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 | 18.9 | 17.7 | 23.1 | 20.6 | 19.7 | NA | 24.6 | 14.1 | 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 | -0.24 | -0.15 | 0.02 | 0.02 | 0.01 | NA | 0.02 | 0.27 | -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 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | NA | 0.01 | 0.05 | -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 | 0.74 | 0.73 | 0.92 | 0.94 | 1.02 | NA | 0.96 | 0.6 | 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 | 0.63 | 0.6 | 0.73 | 0.76 | 0.78 | NA | 0.83 | 0.49 | 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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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
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Best ETFs
- EEM (iShares MSCI Emerging Markets) (100%)
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- DEM (WisdomTree Emerging Markets Eq Inc ETF) (98%)
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- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
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Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.64% (100%)
- IHD (ING Emerging Market High Div. Equity) 0.40% (37%)
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