Find A Portfolio/Ticker
Comparison Box
DOL: WisdomTree International LargeCap Dividend Fund (ETF)
Basic Info 50.88 0.03(0.06%) December 02
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 3.90% |
| Expenses | 0.48% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2024)
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(%) | 1.3 | 6.4 | 11.0 | 6.7 | 5.2 | 4.0 | 4.3 | 3.9 | 16.8 | -6.7 | 11.5 | -3.2 | 19.5 | -12.9 | 22.3 | 2.9 | -4.5 | -5.9 | 19.9 | 16.6 | -8.2 | 1.8 | 25.0 | -39.8 | 14.0 | 22.1 |
| Sharpe Ratio | NA | 0.01 | 0.36 | 0.18 | 0.15 | 0.14 | NA | 0.13 | 0.97 | -0.4 | 0.97 | -0.11 | 1.7 | -1.04 | 2.75 | 0.14 | -0.27 | -0.47 | 1.44 | 0.94 | -0.27 | 0.07 | 0.79 | -0.92 | 0.57 | 2.87 |
| Draw Down(%) | NA | 8.2 | 8.2 | 24.6 | 34.8 | 36.0 | NA | 60.8 | 8.8 | 24.6 | 6.9 | 34.8 | 8.8 | 20.6 | 2.5 | 11.4 | 17.7 | 14.4 | 10.7 | 16.6 | 25.3 | 22.1 | 32.0 | 53.1 | 12.5 | 4.9 |
| Standard Deviation(%) | NA | 12.2 | 12.1 | 15.6 | 19.3 | 17.0 | NA | 21.4 | 13.1 | 20.3 | 11.8 | 31.6 | 10.6 | 13.8 | 7.9 | 19.3 | 17.0 | 12.7 | 13.8 | 17.7 | 30.2 | 24.4 | 31.6 | 43.9 | 19.6 | 14.4 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.03 | 0.03 | 0.03 | NA | 0.03 | 0.13 | -0.09 | 0.14 | -0.03 | 0.19 | -0.14 | 0.22 | 0.03 | -0.04 | -0.06 | 0.2 | 0.17 | -0.08 | 0.02 | 0.24 | -0.4 | 0.11 | 0.5 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.02 | 0.02 | -0.05 | 0.0 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.04 | -0.02 | -0.03 | 0.02 | 0.01 | 0.03 |
| Beta | NA | 0.88 | 0.89 | 0.9 | 0.95 | 0.97 | NA | 1.01 | 0.94 | 0.89 | 0.8 | 1.02 | 0.93 | 1.0 | 1.0 | 1.04 | 1.04 | 1.05 | 1.0 | 1.01 | 1.09 | 1.09 | 1.04 | 1.02 | 1.01 | 0.83 |
| RSquared | NA | 0.84 | 0.84 | 0.88 | 0.9 | 0.91 | NA | 0.92 | 0.85 | 0.91 | 0.81 | 0.94 | 0.91 | 0.91 | 0.85 | 0.94 | 0.93 | 0.87 | 0.88 | 0.91 | 0.94 | 0.92 | 0.93 | 0.94 | 0.92 | 0.5 |
| Yield(%) | N/A | 3.1 | 3.9 | 4.1 | 3.7 | 3.4 | 3.6 | N/A | 4.5 | 3.9 | 3.8 | 2.6 | 4.0 | 3.4 | 3.7 | 3.6 | 3.4 | 4.6 | 3.6 | 3.7 | 4.1 | 3.3 | 3.8 | 3.5 | 2.2 | 0.6 |
| Dividend Growth(%) | N/A | -22.5 | -1.3 | 23.3 | 7.9 | N/A | N/A | N/A | 1.0 | 11.2 | 36.2 | -24.6 | 0.2 | 6.6 | 4.8 | -2.9 | -32.6 | 41.0 | 7.8 | -18.2 | 19.4 | 4.8 | -36.0 | 70.8 | 356.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) 0.0% (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) 0.14% (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) 0.26% (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) 0.30% (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) 0.28% (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) 0.25% (95%)
- MYIIX (Mainstay 130/30 International Fund Class) 0.25% (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) 0.25% (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) 0.21% (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) 0.26% (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) 0.15% (99%)
- DWM (WisdomTree International Equity Fund) 0.11% (96%)
- DTH (WisdomTree International High Dividend Fund) 0.39% (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) 0.06% (93%)
- DWX (SPDR® S&P International Dividend ETF) 0.38% (92%)
- IDV (iShares International Select Dividend ETF) 0.63% (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) 0.18% (91%)
- FNDF (Schwab Fundamental International Large Company Index ETF) 0.08% (2%)
Latest Articles Related to DOL
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
