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DOL: WisdomTree International LargeCap Dividend Fund (ETF)
Basic Info 59.69 0.12(0.20%) July 01
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 12/31/2024 |
| 12-Mo. Yield | 1.14% |
| Expenses | 0.48% |
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Performance Analytics (As of 06/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 20.7 | 19.0 | 15.6 | 11.6 | 5.5 | 6.9 | 4.7 | 4.1 | 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 | 2.3 | 0.96 | 0.79 | 0.64 | 0.23 | NA | 0.17 | -0.21 | 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 | 12.8 | 12.8 | 14.6 | 24.6 | 36.0 | NA | 60.8 | 9.6 | 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 | 18.7 | 16.1 | 15.3 | 15.3 | 17.2 | NA | 21.3 | 12.1 | 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 | 0.48 | 0.18 | 0.13 | 0.11 | 0.04 | NA | 0.04 | -0.03 | 0.13 | -0.09 | 0.15 | -0.04 | 0.19 | -0.15 | 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 | 0.05 | 0.02 | 0.02 | 0.01 | 0.0 | NA | 0.0 | 0.02 | 0.01 | 0.02 | 0.03 | -0.04 | 0.0 | 0.02 | -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 | 0.89 | 0.89 | 0.92 | 0.88 | 0.95 | NA | 1.0 | 0.73 | 0.94 | 0.89 | 0.78 | 0.98 | 0.93 | 0.95 | 1.01 | 1.04 | 1.04 | 1.05 | 1.0 | 1.0 | 1.09 | 1.09 | 1.04 | 1.02 | 1.01 | 0.83 |
| RSquared | NA | 0.85 | 0.85 | 0.87 | 0.86 | 0.89 | NA | 0.91 | 0.76 | 0.85 | 0.91 | 0.8 | 0.9 | 0.91 | 0.87 | 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 | 0.0 | 1.1 | 3.5 | 4.0 | 3.3 | 4.4 | N/A | 3.8 | 4.5 | 4.0 | 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 | -100.0 | -69.9 | -12.1 | 6.7 | N/A | N/A | N/A | -5.6 | 0.6 | 11.2 | 36.7 | -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
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