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DIM: WisdomTree International MidCap Dividend Fund (ETF)
Basic Info 65.06 0.26(0.40%) October 11
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 4.12% |
| Expenses | 0.58% |
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Performance Analytics (As of 10/10/2024)
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(%) | -0.7 | 9.8 | 20.0 | 3.3 | 5.7 | 5.1 | 5.5 | 4.9 | 15.0 | -14.1 | 9.5 | -0.4 | 19.9 | -15.3 | 28.0 | 2.8 | 2.5 | -2.9 | 21.8 | 20.7 | -13.6 | 11.3 | 34.1 | -41.0 | 7.8 | 27.1 |
| Sharpe Ratio | NA | 0.55 | 1.4 | 0.0 | 0.18 | 0.21 | NA | 0.18 | 0.8 | -0.75 | 0.78 | -0.02 | 1.58 | -1.2 | 3.55 | 0.14 | 0.17 | -0.26 | 1.6 | 1.16 | -0.49 | 0.45 | 1.08 | -0.95 | 0.25 | 4.43 |
| Draw Down(%) | NA | 6.3 | 6.3 | 29.7 | 38.3 | 40.9 | NA | 61.4 | 11.3 | 29.7 | 8.4 | 38.3 | 10.0 | 23.4 | 2.1 | 12.6 | 15.6 | 13.9 | 9.3 | 15.8 | 26.3 | 20.1 | 29.0 | 53.6 | 14.2 | 5.4 |
| Standard Deviation(%) | NA | 13.2 | 13.4 | 16.1 | 19.8 | 17.1 | NA | 21.3 | 13.5 | 20.8 | 12.2 | 32.2 | 11.6 | 13.9 | 7.7 | 18.6 | 14.9 | 11.3 | 13.6 | 18.0 | 27.7 | 25.1 | 31.5 | 43.8 | 19.6 | 11.9 |
| Treynor Ratio | NA | 0.08 | 0.21 | 0.0 | 0.04 | 0.04 | NA | 0.04 | 0.11 | -0.17 | 0.12 | -0.01 | 0.19 | -0.18 | 0.33 | 0.03 | 0.03 | -0.04 | 0.23 | 0.21 | -0.14 | 0.1 | 0.29 | -0.33 | 0.04 | 0.54 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | 0.03 | 0.02 | -0.02 | 0.0 | 0.0 | -0.03 | -0.01 | 0.02 | -0.03 | -0.03 | 0.08 | 0.02 | 0.04 |
| Beta | NA | 0.89 | 0.91 | 0.92 | 0.95 | 0.95 | NA | 1.04 | 0.95 | 0.93 | 0.81 | 1.0 | 0.96 | 0.95 | 0.84 | 0.92 | 0.98 | 0.81 | 0.97 | 1.02 | 1.01 | 1.1 | 1.17 | 1.28 | 1.1 | 0.98 |
| RSquared | NA | 0.9 | 0.91 | 0.91 | 0.92 | 0.89 | NA | 0.84 | 0.9 | 0.92 | 0.85 | 0.94 | 0.85 | 0.85 | 0.75 | 0.81 | 0.86 | 0.79 | 0.78 | 0.88 | 0.91 | 0.81 | 0.86 | 0.83 | 0.74 | 0.7 |
| Yield(%) | N/A | 2.7 | 4.0 | 3.5 | 3.6 | 3.7 | 3.9 | N/A | 5.1 | 3.3 | 3.8 | 2.4 | 3.8 | 2.7 | 3.2 | 3.0 | 2.8 | 3.3 | 3.6 | 3.4 | 3.7 | 3.0 | 3.3 | 3.3 | 3.2 | 0.7 |
| Dividend Growth(%) | N/A | -42.7 | -17.4 | 15.0 | 25.1 | N/A | N/A | N/A | 27.7 | -10.2 | 52.2 | -24.8 | 15.0 | 5.1 | 8.7 | 4.4 | -18.8 | 4.7 | 23.7 | -23.3 | 32.3 | 16.6 | -42.8 | 6.7 | 446.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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