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DEW: WisdomTree Global High Dividend Fund (ETF)
Basic Info 55.24 0.31(0.56%) December 02
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 4.62% |
| Expenses | 0.58% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 16.7 | 23.0 | 9.6 | 7.4 | 5.9 | 6.0 | 4.8 | 9.4 | -2.7 | 21.3 | -7.3 | 20.5 | -10.6 | 15.4 | 14.4 | -6.7 | -3.8 | 15.1 | 14.6 | -2.4 | 5.8 | 29.3 | -43.4 | 8.3 | 23.2 |
| Sharpe Ratio | NA | 1.22 | 1.75 | 0.44 | 0.28 | 0.28 | NA | 0.17 | 0.42 | -0.24 | 1.82 | -0.23 | 1.93 | -0.9 | 2.15 | 0.95 | -0.42 | -0.32 | 1.13 | 0.89 | -0.09 | 0.25 | 0.79 | -0.97 | 0.28 | 3.39 |
| Draw Down(%) | NA | 5.2 | 5.2 | 18.8 | 38.8 | 38.8 | NA | 65.5 | 9.6 | 18.8 | 5.6 | 38.8 | 6.8 | 18.1 | 2.1 | 9.8 | 18.4 | 13.5 | 10.4 | 13.3 | 23.5 | 18.6 | 35.2 | 55.6 | 12.9 | 6.0 |
| Standard Deviation(%) | NA | 10.0 | 10.2 | 13.5 | 18.9 | 16.1 | NA | 21.2 | 12.2 | 17.1 | 11.7 | 33.3 | 9.9 | 13.2 | 6.9 | 14.9 | 16.0 | 11.9 | 13.3 | 16.4 | 26.5 | 22.5 | 37.2 | 45.3 | 19.2 | 12.9 |
| Treynor Ratio | NA | 0.2 | 0.28 | 0.08 | 0.06 | 0.05 | NA | 0.04 | 0.06 | -0.06 | 0.32 | -0.07 | 0.22 | -0.14 | 0.2 | 0.17 | -0.07 | -0.04 | 0.15 | 0.16 | -0.03 | 0.06 | 0.26 | -0.47 | 0.06 | 0.55 |
| Alpha | NA | 0.04 | 0.05 | 0.03 | 0.01 | 0.01 | NA | 0.0 | -0.02 | 0.04 | 0.06 | -0.07 | 0.01 | 0.01 | -0.01 | 0.04 | -0.01 | 0.0 | 0.0 | -0.01 | 0.05 | -0.02 | -0.03 | 0.0 | -0.02 | 0.04 |
| Beta | NA | 0.6 | 0.63 | 0.74 | 0.9 | 0.89 | NA | 0.95 | 0.86 | 0.74 | 0.66 | 1.08 | 0.85 | 0.83 | 0.73 | 0.82 | 0.99 | 1.0 | 1.0 | 0.93 | 0.96 | 0.98 | 1.12 | 0.94 | 0.95 | 0.79 |
| RSquared | NA | 0.54 | 0.56 | 0.71 | 0.79 | 0.79 | NA | 0.81 | 0.73 | 0.78 | 0.49 | 0.91 | 0.8 | 0.74 | 0.57 | 0.84 | 0.9 | 0.83 | 0.83 | 0.82 | 0.89 | 0.85 | 0.77 | 0.83 | 0.85 | 0.56 |
| Yield(%) | N/A | 3.3 | 4.5 | 4.3 | 4.1 | 3.9 | 4.2 | N/A | 4.7 | 3.6 | 4.2 | 3.6 | 4.3 | 3.6 | 3.5 | 3.8 | 3.9 | 4.7 | 4.0 | 4.1 | 4.4 | 3.5 | 6.0 | 4.2 | 3.3 | 0.6 |
| Dividend Growth(%) | N/A | -27.0 | 3.9 | 16.5 | 16.0 | N/A | N/A | N/A | 24.0 | 0.8 | 1.1 | -3.0 | 4.0 | 12.9 | 3.6 | -12.4 | -22.7 | 25.9 | 5.7 | -11.2 | 27.7 | -27.9 | -24.9 | 32.3 | 538.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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