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DON: WisdomTree MidCap Dividend ETF (ETF)
Basic Info 43.92 0.13(0.30%) October 22
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.38% |
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Performance Analytics (As of 10/22/2021)
| 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(%) | 1.5 | 28.4 | 45.4 | 11.3 | 11.0 | 13.2 | 9.2 | 9.6 | -5.3 | 20.3 | -10.3 | 12.1 | 17.2 | -3.9 | 12.2 | 30.0 | 10.3 | 2.7 | 18.0 | 27.5 | -35.2 | -8.5 | 13.2 |
| SR | NA | 2.12 | 2.44 | 0.38 | 0.45 | 0.68 | NA | 0.4 | -0.13 | -0.23 | -2.19 | -0.87 | -1.18 | -1.58 | -0.59 | 0.94 | -0.65 | -0.65 | -0.03 | 0.23 | -1.31 | -1.81 | 0.49 |
| DD(%) | NA | 8.0 | 8.0 | 46.8 | 46.8 | 46.8 | NA | 61.9 | 46.8 | 8.4 | 20.1 | 4.1 | 8.9 | 12.4 | 8.8 | 8.5 | 9.5 | 21.3 | 15.9 | 37.4 | 50.0 | 17.2 | 3.6 |
| SD(%) | NA | 17.1 | 18.6 | 28.2 | 22.8 | 18.8 | NA | 22.8 | 43.6 | 13.1 | 14.6 | 8.1 | 14.2 | 14.2 | 10.7 | 12.2 | 12.8 | 24.3 | 19.0 | 39.0 | 41.7 | 16.9 | 10.1 |
| TR | NA | 0.34 | 0.43 | 0.1 | 0.1 | 0.13 | NA | 0.09 | -0.05 | -0.03 | -0.34 | -0.08 | -0.19 | -0.25 | -0.07 | 0.12 | -0.09 | -0.18 | -0.01 | 0.08 | -0.61 | -0.31 | 0.05 |
| Alpha(%) | NA | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.03 | -0.02 | 0.0 | -0.09 | -0.1 | -0.16 | -0.01 | -0.06 | -0.02 | 0.0 | -0.12 | -0.03 | -0.02 | -0.02 | 0.01 |
| Beta(%) | NA | 1.07 | 1.06 | 1.06 | 1.05 | 1.0 | NA | 0.97 | 1.07 | 1.03 | 0.94 | 0.93 | 0.9 | 0.91 | 0.89 | 0.97 | 0.89 | 0.9 | 0.85 | 1.06 | 0.9 | 0.99 | 0.94 |
| RS | NA | 0.88 | 0.91 | 0.97 | 0.96 | 0.95 | NA | 0.93 | 0.98 | 0.94 | 0.94 | 0.85 | 0.93 | 0.94 | 0.92 | 0.94 | 0.95 | 0.94 | 0.92 | 0.94 | 0.91 | 0.95 | 0.35 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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