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DES: WisdomTree SmallCap Dividend ETF (ETF)
Basic Info 27.71 0.41(1.50%) March 24
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 02/22/2023 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.38% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.7 | -2.4 | -7.9 | 22.0 | 4.3 | 7.4 | 7.5 | 6.8 | -8.3 | 28.2 | -4.3 | 16.9 | -15.6 | 5.4 | 27.4 | -8.4 | 4.6 | 33.1 | 13.5 | -5.3 | 22.2 | 16.9 | -31.6 | -15.4 | 14.2 |
| SR | NA | -0.73 | -0.48 | 0.82 | 0.13 | 0.32 | NA | 0.24 | -0.46 | 1.46 | -0.1 | -0.42 | -2.42 | -1.22 | -0.39 | -1.84 | -1.08 | 1.06 | -0.35 | -0.84 | 0.16 | -0.04 | -1.06 | -1.79 | 0.51 |
| DD(%) | NA | 15.0 | 18.5 | 20.2 | 45.6 | 45.6 | NA | 65.4 | 20.2 | 9.4 | 44.7 | 12.8 | 23.9 | 8.9 | 11.6 | 14.4 | 10.1 | 6.2 | 9.9 | 24.1 | 18.3 | 48.1 | 47.6 | 20.4 | 3.5 |
| SD(%) | NA | 22.3 | 22.2 | 25.7 | 26.0 | 21.0 | NA | 25.3 | 21.3 | 19.3 | 45.2 | 14.9 | 15.3 | 11.4 | 17.2 | 14.7 | 12.9 | 13.7 | 14.5 | 28.4 | 22.6 | 44.2 | 48.3 | 21.0 | 13.7 |
| TR | NA | -0.16 | -0.12 | 0.22 | 0.03 | 0.07 | NA | 0.06 | -0.12 | 0.31 | -0.04 | -0.06 | -0.39 | -0.14 | -0.07 | -0.29 | -0.15 | 0.15 | -0.06 | -0.26 | 0.04 | -0.02 | -0.5 | -0.35 | 0.08 |
| Alpha(%) | NA | 0.03 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.01 | -0.04 | -0.02 | -0.02 | -0.01 | 0.02 | -0.13 | -0.02 | -0.02 | -0.02 | -0.01 | -0.06 | -0.04 | 0.01 | -0.03 | 0.0 |
| Beta(%) | NA | 1.0 | 0.87 | 0.94 | 0.96 | 0.96 | NA | 0.99 | 0.83 | 0.92 | 1.0 | 1.0 | 0.94 | 1.01 | 1.01 | 0.94 | 0.9 | 0.99 | 0.91 | 0.9 | 0.93 | 1.09 | 1.02 | 1.06 | 0.92 |
| RS | NA | 0.96 | 0.94 | 0.93 | 0.94 | 0.94 | NA | 0.94 | 0.93 | 0.87 | 0.96 | 0.94 | 0.92 | 0.89 | 0.94 | 0.94 | 0.89 | 0.92 | 0.94 | 0.96 | 0.96 | 0.94 | 0.96 | 0.93 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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See SMALL VALUE Asset Class Trend Rankings |
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- VBR (Vanguard Small-Cap Value ETF) 1.11% (98%)
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