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DEM: WisdomTree Emerging Markets Eq Inc ETF (ETF)
Basic Info 44.56 0.41(0.91%) July 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 07/13/2007 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 4.08% |
| Expenses | 0.63% |
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Performance Analytics (As of 07/30/2021)
| 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(%) | -0.7 | 10.3 | 25.8 | 4.8 | 8.1 | 1.3 | 3.1 | -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 | 1.31 | 1.75 | 0.18 | 0.37 | 0.05 | 0.11 | -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 | 6.8 | 8.8 | 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 | 14.7 | 22.9 | 20.1 | 20.6 | 25.1 | 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 | 0.33 | 0.41 | 0.04 | 0.07 | 0.01 | 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 | 0.06 | 0.05 | -0.01 | 0.0 | -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 | 0.57 | 0.63 | 1.0 | 1.02 | 1.03 | 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 | 0.5 | 0.51 | 0.8 | 0.8 | 0.82 | 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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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- EMFIX (Ashmore Emerging Markets Equity Instl) 1.16% (100%)
- WAEMX (Wasatch Emerging Markets Small Cap) 1.21% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 1.65% (99%)
- ESCIX (Ashmore Emerging Markets Sm Cp Eq Instl) 0.25% (99%)
- RNWGX (American Funds New World R6) 1.08% (99%)
- GPEIX (Grandeur Peak Emerging Markets Opportunities I) 0.64% (98%)
- DRESX (Driehaus Emerging Markets Small Cap Gr) 0.32% (97%)
- BESIX (William Blair Emerg Mkts Sm Cp Gr I) 0.88% (94%)
- JFAMX (JPMorgan Emerging Mkts Eq A) 1.19% (94%)
- CNWIX (Calamos Evolving World Growth I) 1.33% (93%)
Best ETFs
- EWX (SPDR S&P Emerging Markets Small Cap ETF) 0.56% (77%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 3.12% (76%)
- EEMS (iShares MSCI Emerging Markets Small-Cap) 0.64% (75%)
- FEMS (First Trust Emerg Mkts SC AlphaDEX® ETF) 0.96% (74%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 1.40% (65%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.97% (52%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) 0.44% (49%)
- FM (iShares MSCI Frontier 100) 0.54% (47%)
- IEMG (iShares Core MSCI Emerging Markets) 0.88% (46%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.68% (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.89% (81%)
- IHD (ING Emerging Market High Div. Equity) 1.31% (62%)
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