Find A Portfolio/Ticker
Comparison Box
DEM: WisdomTree Emerging Markets High Dividend Fund (ETF)
Basic Info 41.84 0.02(0.05%) March 28
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (99%) |
Start Date: | 07/13/2007 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 5.40% |
Expenses | 0.63% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/13/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 4.0 | 19.5 | 5.3 | 5.5 | 3.9 | 6.7 | 3.4 | 20.0 | -10.4 | 11.5 | -5.8 | 19.8 | -7.7 | 26.3 | 22.4 | -21.5 | -13.3 | -7.0 | 15.5 | -10.4 | 24.6 | 58.0 | -34.7 | 2.6 |
Sharpe Ratio | NA | 0.6 | 1.02 | 0.2 | 0.17 | 0.14 | NA | 0.11 | 1.15 | -0.62 | 0.82 | -0.18 | 1.36 | -0.49 | 2.3 | 0.99 | -0.99 | -0.77 | -0.4 | 0.95 | -0.4 | 1.05 | 1.76 | -0.74 | 0.09 |
Draw Down(%) | NA | 5.7 | 8.4 | 27.2 | 37.8 | 44.3 | NA | 51.9 | 8.4 | 27.2 | 9.2 | 37.8 | 10.5 | 19.0 | 4.3 | 12.3 | 33.5 | 23.4 | 18.3 | 15.0 | 25.6 | 18.4 | 21.9 | 51.5 | 16.4 |
Standard Deviation(%) | NA | 12.9 | 13.6 | 15.7 | 20.2 | 19.3 | NA | 23.9 | 13.8 | 19.2 | 13.9 | 33.3 | 13.6 | 18.6 | 11.2 | 22.6 | 21.8 | 17.3 | 17.4 | 16.5 | 25.9 | 23.4 | 33.0 | 47.9 | 33.9 |
Treynor Ratio | NA | 0.08 | 0.14 | 0.04 | 0.04 | 0.03 | NA | 0.03 | 0.17 | -0.15 | 0.17 | -0.06 | 0.18 | -0.09 | 0.23 | 0.19 | -0.19 | -0.12 | -0.06 | 0.17 | -0.11 | 0.23 | 0.61 | -0.4 | 0.03 |
Alpha | NA | 0.02 | 0.04 | 0.03 | 0.01 | 0.0 | NA | 0.01 | 0.05 | 0.02 | 0.04 | -0.08 | 0.0 | 0.03 | -0.03 | 0.03 | -0.02 | -0.06 | 0.0 | -0.01 | 0.03 | 0.02 | -0.04 | 0.09 | -0.05 |
Beta | NA | 1.0 | 0.98 | 0.83 | 0.93 | 1.0 | NA | 0.96 | 0.95 | 0.81 | 0.69 | 1.07 | 1.0 | 1.02 | 1.11 | 1.2 | 1.1 | 1.16 | 1.1 | 0.94 | 0.95 | 1.05 | 0.94 | 0.88 | 1.08 |
RSquared | NA | 0.77 | 0.75 | 0.7 | 0.75 | 0.78 | NA | 0.83 | 0.74 | 0.72 | 0.63 | 0.81 | 0.85 | 0.84 | 0.76 | 0.85 | 0.84 | 0.75 | 0.79 | 0.86 | 0.9 | 0.89 | 0.87 | 0.86 | 0.87 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/13/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
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 MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (94%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR® S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco DWA Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (43%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (43%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 1.19% (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) 0.57% (35%)