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DFE: WisdomTree Europe SmallCap Dividend Fund (ETF)
Basic Info 61.7 0.3(0.49%) May 10
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (85%) |
Start Date: | 06/16/2006 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 4.46% |
Expenses | 0.58% |
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Performance Analytics (As of 05/10/2024)
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(%) | 2.7 | 3.8 | 8.6 | -1.9 | 5.0 | 3.8 | 9.0 | 5.4 | 14.9 | -22.2 | 18.4 | 2.2 | 27.1 | -21.2 | 32.7 | 1.6 | 11.8 | -8.7 | 45.3 | 31.1 | -19.3 | 19.9 | 51.1 | -52.4 | -3.0 | 29.2 |
Sharpe Ratio | NA | 0.53 | 0.3 | -0.21 | 0.15 | 0.14 | NA | 0.2 | 0.62 | -0.86 | 1.23 | 0.05 | 2.02 | -1.47 | 3.43 | 0.06 | 0.77 | -0.6 | 3.15 | 1.56 | -0.65 | 0.79 | 1.5 | -1.4 | -0.28 | 5.18 |
Draw Down(%) | NA | 5.7 | 16.4 | 40.4 | 46.7 | 49.7 | NA | 69.4 | 16.6 | 37.8 | 11.1 | 46.7 | 12.1 | 29.2 | 4.9 | 17.0 | 11.9 | 22.9 | 7.2 | 17.2 | 32.8 | 20.7 | 25.8 | 61.1 | 18.5 | 4.1 |
Standard Deviation(%) | NA | 13.8 | 15.8 | 20.4 | 23.3 | 19.7 | NA | 22.7 | 17.3 | 27.4 | 15.0 | 35.4 | 12.8 | 15.4 | 9.4 | 21.4 | 15.3 | 14.5 | 14.4 | 20.1 | 29.9 | 24.9 | 33.9 | 37.9 | 21.2 | 11.1 |
Treynor Ratio | NA | 0.07 | 0.04 | -0.04 | 0.03 | 0.03 | NA | 0.05 | 0.1 | -0.23 | 0.18 | 0.02 | 0.27 | -0.22 | 0.35 | 0.01 | 0.16 | -0.09 | 0.5 | 0.34 | -0.22 | 0.23 | 0.59 | -0.81 | -0.06 | 1.15 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.01 | -0.02 | -0.03 | 0.01 | -0.01 | 0.01 | -0.03 | 0.02 | 0.01 | 0.05 | -0.01 | 0.07 | 0.04 | -0.04 | 0.06 | 0.07 | -0.14 | -0.06 | 0.11 |
Beta | NA | 1.11 | 1.1 | 1.04 | 1.02 | 0.98 | NA | 0.87 | 1.08 | 1.04 | 1.0 | 1.01 | 0.97 | 1.0 | 0.93 | 0.96 | 0.75 | 0.94 | 0.91 | 0.91 | 0.87 | 0.86 | 0.87 | 0.66 | 0.98 | 0.5 |
RSquared | NA | 0.84 | 0.79 | 0.86 | 0.87 | 0.84 | NA | 0.76 | 0.8 | 0.91 | 0.79 | 0.9 | 0.77 | 0.85 | 0.76 | 0.86 | 0.7 | 0.71 | 0.76 | 0.78 | 0.84 | 0.77 | 0.72 | 0.62 | 0.76 | 0.29 |
Yield(%) | N/A | 0.4 | 4.5 | 3.6 | 4.0 | 3.5 | 6.5 | N/A | 5.4 | 4.2 | 2.9 | 2.4 | 4.2 | 3.7 | 3.2 | 4.0 | 3.0 | 2.7 | 3.4 | 4.4 | 4.8 | 2.6 | 5.0 | 4.7 | 6.4 | 0.9 |
Dividend Growth(%) | N/A | -92.6 | -24.6 | 25.1 | 20.5 | N/A | N/A | N/A | -7.2 | 67.9 | 20.3 | -29.1 | -15.8 | 48.9 | -19.5 | 41.7 | 1.3 | 10.8 | -5.4 | -28.6 | 114.6 | -25.6 | -53.8 | -33.9 | 797.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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