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DOL: WisdomTree International LargeCp Div ETF (ETF)
Basic Info 49.46 0.67(1.34%) September 17
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 06/24/2021 |
| 12-Mo. Yield | 3.21% |
| Expenses | 0.48% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.2 | 9.7 | 19.0 | 4.6 | 6.7 | 5.8 | 3.1 | 3.6 | -3.3 | 19.5 | -12.9 | 22.2 | 2.9 | -4.5 | -5.9 | 19.9 | 16.6 | -8.2 | 1.8 | 25.1 | -39.8 | 14.1 | 22.1 |
| SR | NA | 1.2 | 1.46 | 0.19 | 0.35 | 0.3 | NA | 0.13 | -0.11 | 1.7 | -1.03 | 2.75 | 0.14 | -0.27 | -0.47 | 1.44 | 0.94 | -0.27 | 0.07 | 0.79 | -0.92 | 0.57 | 2.87 |
| DD(%) | NA | 4.5 | 7.7 | 34.8 | 36.0 | 36.0 | NA | 60.8 | 34.8 | 8.8 | 20.5 | 2.5 | 11.4 | 17.8 | 14.4 | 10.6 | 16.6 | 25.3 | 22.1 | 32.0 | 53.1 | 12.5 | 4.9 |
| SD(%) | NA | 11.6 | 13.0 | 20.6 | 17.3 | 17.8 | NA | 22.5 | 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 |
| TR | NA | 0.18 | 0.25 | 0.04 | 0.06 | 0.05 | NA | 0.03 | -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 | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -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 | 0.79 | 0.77 | 0.98 | 0.99 | 1.01 | NA | 1.03 | 1.02 | 0.93 | 1.0 | 1.01 | 1.04 | 1.04 | 1.05 | 1.0 | 1.01 | 1.09 | 1.09 | 1.04 | 1.02 | 1.01 | 0.83 |
| RS | NA | 0.79 | 0.81 | 0.92 | 0.92 | 0.92 | NA | 0.92 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
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