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DKA: WisdomTree International Energy (ETF)
Basic Info
Asset Class: | Equity Energy |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/13/2006 |
Last Dividend Date: | 03/21/2011 |
12-Mo. Yield | 3.10% |
Expenses | - |
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Performance Analytics (As of 06/17/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 10/13/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.6 | 30.5 | -5.5 | 5.1 | 3.1 | 8.3 | 33.7 | -37.2 | 23.3 | 9.3 |
Sharpe Ratio | NA | 1.27 | -0.13 | 0.11 | 0.3 | 0.29 | 0.9 | -0.68 | 0.86 | 3.02 |
Draw Down(%) | NA | 13.6 | 55.5 | 58.7 | 13.6 | 26.3 | 23.2 | 58.7 | 18.4 | 2.8 |
Standard Deviation(%) | NA | 24.0 | 42.4 | 36.7 | 23.1 | 28.2 | 37.3 | 56.2 | 23.7 | 16.3 |
Treynor Ratio | NA | 0.28 | -0.06 | 0.05 | 0.07 | 0.08 | 0.38 | -0.44 | 0.21 | 0.74 |
Alpha | NA | -0.01 | -0.07 | -0.03 | -0.01 | -0.02 | 0.01 | 0.01 | -0.03 | 0.05 |
Beta | NA | 1.07 | 0.91 | 0.9 | 1.02 | 1.07 | 0.88 | 0.87 | 0.95 | 0.67 |
RSquared | NA | 0.8 | 0.84 | 0.82 | 0.76 | 0.84 | 0.78 | 0.86 | 0.77 | 0.47 |
Yield(%) | N/A | 3.1 | 2.7 | N/A | 0.3 | 2.6 | 4.1 | 4.3 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | -20.5 | N/A | N/A | -88.4 | -17.9 | -42.1 | 173.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/13/2006
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