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DLS: WisdomTree International SmallCp Div ETF (ETF)
Basic Info 60.94 0.02(0.03%) March 31
Asset Class: | Foreign Small/Mid Value |
MyPlanIQ Rating: | (93%) |
Start Date: | 06/16/2006 |
Last Dividend Date: | 03/27/2023 |
12-Mo. Yield | 3.09% |
Expenses | 0.58% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 4.0 | 7.4 | -1.8 | 15.4 | 1.1 | 5.5 | 4.3 | 5.2 | -13.1 | 13.4 | -1.3 | 22.2 | -18.9 | 31.8 | 6.8 | 7.5 | -9.0 | 26.4 | 24.1 | -12.3 | 19.4 | 37.2 | -44.3 | 4.5 | 25.0 |
SR | NA | 0.61 | -0.33 | 0.83 | -0.04 | 0.26 | NA | 0.21 | -0.7 | 1.06 | -0.05 | 1.86 | -1.43 | 4.19 | 0.4 | 0.54 | -0.8 | 2.03 | 1.52 | -0.47 | 0.86 | 1.34 | -1.23 | 0.08 | 4.23 |
DD(%) | NA | 7.6 | 21.7 | 28.3 | 42.4 | 44.7 | NA | 63.1 | 25.9 | 10.3 | 41.3 | 10.8 | 26.6 | 3.1 | 11.9 | 14.0 | 16.5 | 10.7 | 14.4 | 22.6 | 18.6 | 26.2 | 53.8 | 14.1 | 5.5 |
SD(%) | NA | 15.2 | 20.0 | 18.5 | 19.4 | 16.5 | NA | 20.1 | 20.8 | 12.6 | 31.1 | 11.2 | 14.2 | 7.5 | 16.6 | 13.8 | 11.3 | 13.0 | 15.9 | 26.3 | 22.4 | 27.7 | 36.8 | 19.6 | 11.3 |
TR | NA | 0.09 | -0.07 | 0.17 | -0.01 | 0.05 | NA | 0.04 | -0.16 | 0.16 | -0.02 | 0.22 | -0.2 | 0.37 | 0.08 | 0.08 | -0.11 | 0.27 | 0.27 | -0.13 | 0.19 | 0.36 | -0.42 | 0.01 | 0.49 |
Alpha(%) | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | 0.02 | 0.03 | 0.0 | 0.01 | -0.02 | -0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.01 | 0.02 |
Beta(%) | NA | 0.98 | 0.92 | 0.92 | 0.95 | 0.93 | NA | 0.98 | 0.93 | 0.85 | 0.98 | 0.94 | 0.99 | 0.84 | 0.84 | 0.91 | 0.83 | 0.96 | 0.91 | 0.97 | 1.02 | 1.03 | 1.07 | 1.12 | 0.98 |
RS | NA | 0.91 | 0.9 | 0.91 | 0.92 | 0.9 | NA | 0.87 | 0.91 | 0.89 | 0.95 | 0.88 | 0.89 | 0.81 | 0.85 | 0.87 | 0.84 | 0.85 | 0.9 | 0.93 | 0.88 | 0.87 | 0.82 | 0.78 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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