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DEM: WisdomTree Emerging Markets Eq Inc ETF (ETF)
Basic Info 34.56 0.18(0.52%) September 25
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (11%) |
| Start Date: | 07/13/2007 |
| Last Dividend Date: | 06/23/2020 |
| 12-Mo. Yield | 1.70% |
| Expenses | 0.63% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -7.5 | -23.5 | -15.1 | -3.3 | 4.5 | -0.6 | 1.0 | 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 | -0.81 | -0.48 | -0.19 | 0.17 | -0.05 | 0.02 | 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 | 37.8 | 37.8 | 37.8 | 37.8 | 47.0 | 51.8 | 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 | 37.7 | 32.8 | 23.1 | 21.6 | 20.7 | 25.7 | 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 | -0.27 | -0.14 | -0.04 | 0.03 | -0.01 | 0.01 | 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 | -0.11 | -0.08 | -0.02 | -0.01 | -0.01 | 0.0 | 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 | 1.13 | 1.13 | 1.09 | 1.11 | 1.06 | 0.98 | 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 | 0.89 | 0.88 | 0.87 | 0.86 | 0.85 | 0.85 | 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
Best Mutual Funds
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.91% (100%)
- PEMYX (Putnam Emerging Markets Equity Y) 0.49% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.55% (99%)
- FEMKX (Fidelity Emerging Markets) 0.60% (98%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.87% (98%)
- FKEMX (Fidelity Emerging Markets K) 0.60% (97%)
- CNWIX (Calamos Evolving World Growth I) 0.48% (97%)
- IEMIX (Invesco Emerging Markets Equity Instl) 0.10% (96%)
- MECGX (Mirae Asset GEM Great Consumer A) 1.04% (95%)
- RNWGX (American Funds New World R6) 0.72% (95%)
Best ETFs
- BKF (iShares MSCI BRIC) 0.11% (78%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.55% (77%)
- BICK (First Trust BICK ETF) 1.52% (67%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.21% (64%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.15% (57%)
- IEMG (iShares Core MSCI Emerging Markets) 0.02% (56%)
- EEM (iShares MSCI Emerging Markets) 0.09% (54%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.02% (51%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.21% (41%)
- PXR (PowerShares Emerging Markets Infras ETF) (33%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.0% (17%)
- IHD (ING Emerging Market High Div. Equity) 0.77% (15%)
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