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DGS: WisdomTree Emerging Markets SmallCap Dividend Fund (ETF)
Basic Info 50.94 0.43(0.85%) March 27
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (98%) |
Start Date: | 10/30/2007 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 4.53% |
Expenses | 0.58% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 2.1 | 18.5 | 5.4 | 6.3 | 5.0 | 8.8 | 3.7 | 18.0 | -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 | 0.4 | 1.05 | 0.19 | 0.24 | 0.22 | NA | 0.13 | 1.07 | -0.77 | 1.18 | 0.12 | 1.31 | -0.97 | 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 | 4.9 | 10.7 | 24.9 | 39.2 | 44.1 | NA | 61.8 | 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 | 11.2 | 12.5 | 14.5 | 19.1 | 17.8 | NA | 23.1 | 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 | 0.05 | 0.15 | 0.04 | 0.05 | 0.04 | NA | 0.03 | 0.16 | -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 | 0.01 | 0.04 | 0.03 | 0.02 | 0.01 | NA | 0.01 | 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 | 0.84 | 0.9 | 0.79 | 0.9 | 0.93 | NA | 0.9 | 0.89 | 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 | 0.72 | 0.75 | 0.74 | 0.78 | 0.79 | NA | 0.78 | 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 |
*: 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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Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) 0.17% (100%)
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- EWX (SPDR® S&P Emerging Markets Small Cap ETF) 0.32% (98%)
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Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) 0.08% (100%)
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