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DGS: WisdomTree Emerging Markets SmallCap Dividend Fund (ETF)
Basic Info 48.95 0.12(0.25%) February 05
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (98%) |
Start Date: | 10/30/2007 |
Last Dividend Date: | 12/26/2024 |
12-Mo. Yield | 3.40% |
Expenses | 0.58% |
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Performance Analytics (As of 01/31/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 0.1 | 4.7 | 1.9 | 6.6 | 5.2 | 5.2 | 3.4 | 1.1 | 19.1 | -12.3 | 15.3 | 4.1 | 18.9 | -16.5 | 37.5 | 15.4 | -16.3 | -3.6 | -3.5 | 23.5 | -21.2 | 30.2 | 83.2 | -45.9 | -8.1 |
Sharpe Ratio | NA | -1.1 | -0.24 | -0.17 | 0.2 | 0.19 | NA | 0.1 | -0.43 | 1.16 | -0.77 | 1.18 | 0.12 | 1.31 | -0.98 | 3.43 | 0.78 | -0.85 | -0.27 | -0.23 | 1.51 | -0.78 | 1.36 | 2.59 | -0.95 | -1.02 |
Draw Down(%) | NA | 3.3 | 11.9 | 24.7 | 35.9 | 44.1 | NA | 61.8 | 9.2 | 10.7 | 24.7 | 7.9 | 39.2 | 10.2 | 27.3 | 4.1 | 10.9 | 28.0 | 15.5 | 18.1 | 14.3 | 30.8 | 15.7 | 18.1 | 57.7 | 15.5 |
Standard Deviation(%) | NA | 12.6 | 12.9 | 14.6 | 19.1 | 17.9 | NA | 22.7 | 12.8 | 12.9 | 17.8 | 12.9 | 31.9 | 13.3 | 18.3 | 10.8 | 19.4 | 19.1 | 13.2 | 15.7 | 15.6 | 27.2 | 22.1 | 32.1 | 49.1 | 41.0 |
Treynor Ratio | NA | -0.17 | -0.04 | -0.03 | 0.04 | 0.04 | NA | 0.03 | -0.07 | 0.17 | -0.17 | 0.24 | 0.04 | 0.18 | -0.18 | 0.35 | 0.15 | -0.17 | -0.04 | -0.04 | 0.27 | -0.21 | 0.3 | 0.93 | -0.58 | -0.36 |
Alpha | NA | -0.07 | -0.03 | 0.01 | 0.01 | 0.01 | NA | 0.01 | -0.03 | 0.04 | 0.01 | 0.05 | -0.04 | 0.0 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.02 | -0.01 | 0.04 | 0.03 | 0.0 | -0.01 |
Beta | NA | 0.83 | 0.81 | 0.82 | 0.89 | 0.93 | NA | 0.9 | 0.81 | 0.9 | 0.79 | 0.65 | 1.04 | 0.98 | 1.02 | 1.05 | 1.01 | 0.97 | 0.85 | 0.96 | 0.87 | 0.99 | 0.99 | 0.89 | 0.8 | 1.17 |
RSquared | NA | 0.79 | 0.67 | 0.74 | 0.77 | 0.79 | NA | 0.78 | 0.67 | 0.74 | 0.79 | 0.65 | 0.84 | 0.84 | 0.86 | 0.73 | 0.82 | 0.84 | 0.69 | 0.73 | 0.83 | 0.89 | 0.91 | 0.81 | 0.7 | 0.86 |
Yield(%) | N/A | 0.0 | 3.4 | 4.0 | 4.5 | 4.0 | 4.2 | N/A | 3.3 | 5.2 | 4.4 | 4.4 | 3.6 | 4.5 | 3.4 | 3.7 | 3.9 | 2.7 | 3.1 | 3.2 | 3.5 | 3.1 | 2.9 | 4.9 | 2.6 | 0.1 |
Dividend Growth(%) | N/A | -100.0 | -27.5 | 8.9 | 33.0 | N/A | N/A | N/A | -27.5 | -3.4 | 11.6 | 19.5 | -6.7 | 6.2 | 21.4 | 9.3 | 16.4 | -16.6 | -13.3 | 9.2 | -13.9 | 31.3 | 5.3 | 0.2 | 2440.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2007
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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