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DHS: WisdomTree Equity Income ETF (ETF)
Basic Info 79.38 0.16(0.20%) October 22
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 3.90% |
| Expenses | 0.38% |
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Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.6 | 17.6 | 29.4 | 8.4 | 7.8 | 10.8 | 6.2 | 6.8 | -5.7 | 22.6 | -7.8 | 10.5 | 17.8 | -1.0 | 15.2 | 24.5 | 11.1 | 14.2 | 17.6 | 17.0 | -38.9 | -4.5 | 16.8 |
| SR | NA | 1.86 | 2.05 | 0.35 | 0.38 | 0.67 | NA | 0.29 | -0.17 | 2.08 | -0.67 | 1.66 | 1.45 | -0.07 | 1.64 | 2.4 | 1.17 | 0.81 | 1.19 | 0.46 | -0.8 | -0.46 | 3.76 |
| DD(%) | NA | 4.5 | 5.9 | 37.3 | 37.3 | 37.3 | NA | 67.2 | 37.3 | 5.6 | 14.9 | 3.8 | 7.3 | 13.1 | 5.2 | 6.2 | 7.8 | 13.3 | 9.7 | 40.8 | 53.1 | 13.9 | 2.3 |
| SD(%) | NA | 11.7 | 13.7 | 22.2 | 18.1 | 15.3 | NA | 21.2 | 34.6 | 10.2 | 13.5 | 6.0 | 12.1 | 14.2 | 9.2 | 10.2 | 9.5 | 17.5 | 14.7 | 36.9 | 49.5 | 16.5 | 8.0 |
| TR | NA | 0.25 | 0.31 | 0.08 | 0.08 | 0.12 | NA | 0.06 | -0.06 | 0.25 | -0.11 | 0.14 | 0.21 | -0.01 | 0.19 | 0.29 | 0.16 | 0.2 | 0.23 | 0.15 | -0.37 | -0.08 | 0.33 |
| Alpha(%) | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | NA | 0.0 | -0.03 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.05 | 0.02 | -0.01 | 0.0 | -0.02 | 0.01 |
| Beta(%) | NA | 0.86 | 0.92 | 0.93 | 0.91 | 0.87 | NA | 0.95 | 0.96 | 0.84 | 0.8 | 0.7 | 0.82 | 0.89 | 0.8 | 0.85 | 0.7 | 0.71 | 0.76 | 1.13 | 1.07 | 0.95 | 0.9 |
| RS | NA | 0.88 | 0.9 | 0.96 | 0.94 | 0.92 | NA | 0.89 | 0.98 | 0.89 | 0.87 | 0.67 | 0.82 | 0.93 | 0.89 | 0.86 | 0.86 | 0.94 | 0.89 | 0.93 | 0.88 | 0.94 | 0.84 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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See LARGE VALUE Asset Class Trend Rankings |
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