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DOO: WisdomTree International Dividend ex-Financials Fund (ETF)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/16/2006 |
Last Dividend Date: | 09/26/2022 |
12-Mo. Yield | 3.94% |
Expenses | 0.58% |
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Performance Analytics (As of 11/14/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 7.3 | -10.0 | 0.3 | 1.4 | 3.8 | 0.3 | 2.6 | -11.9 | 13.0 | -1.3 | 17.6 | -9.2 | 20.6 | 2.2 | -8.1 | -5.5 | 18.5 | 11.2 | -6.5 | 5.6 | 33.2 | -45.1 | 12.4 | 27.3 |
Sharpe Ratio | NA | -0.53 | -0.01 | 0.03 | 0.2 | NA | 0.08 | -0.68 | 1.09 | -0.05 | 1.55 | -0.78 | 2.4 | 0.1 | -0.48 | -0.44 | 1.33 | 0.62 | -0.21 | 0.22 | 0.93 | -0.96 | 0.44 | 4.15 |
Draw Down(%) | NA | 28.0 | 35.4 | 35.4 | 35.4 | NA | 65.9 | 28.0 | 6.2 | 35.4 | 7.7 | 17.2 | 3.1 | 10.9 | 18.6 | 16.5 | 10.1 | 15.8 | 24.1 | 20.2 | 33.4 | 57.6 | 13.9 | 5.1 |
Standard Deviation(%) | NA | 20.8 | 22.5 | 19.0 | 17.0 | NA | 23.3 | 21.7 | 11.9 | 30.9 | 10.4 | 13.6 | 8.4 | 19.1 | 17.0 | 12.6 | 13.9 | 18.3 | 30.4 | 25.8 | 35.7 | 47.6 | 21.5 | 12.7 |
Treynor Ratio | NA | -0.13 | 0.0 | 0.01 | 0.03 | NA | 0.02 | -0.16 | 0.18 | -0.02 | 0.18 | -0.11 | 0.2 | 0.02 | -0.08 | -0.05 | 0.19 | 0.11 | -0.06 | 0.05 | 0.28 | -0.43 | 0.09 | 0.66 |
Alpha | NA | 0.0 | -0.01 | 0.0 | -0.01 | NA | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.04 | -0.01 | -0.02 | 0.0 | 0.0 | 0.06 |
Beta | NA | 0.88 | 0.94 | 0.93 | 0.96 | NA | 1.04 | 0.91 | 0.74 | 0.99 | 0.88 | 0.95 | 1.0 | 1.01 | 1.02 | 1.02 | 0.99 | 1.02 | 1.08 | 1.13 | 1.17 | 1.07 | 1.11 | 0.8 |
RSquared | NA | 0.86 | 0.9 | 0.89 | 0.88 | NA | 0.89 | 0.89 | 0.73 | 0.94 | 0.86 | 0.84 | 0.75 | 0.9 | 0.9 | 0.84 | 0.86 | 0.89 | 0.91 | 0.89 | 0.92 | 0.89 | 0.91 | 0.6 |
Yield(%) | N/A | 4.0 | 4.3 | 4.1 | 4.5 | 2.7 | N/A | 3.1 | 5.7 | 3.3 | 4.9 | 3.6 | 4.2 | 4.0 | 3.8 | 4.7 | 4.1 | 4.7 | 4.2 | 3.7 | 4.5 | 5.5 | 2.8 | 0.5 |
Dividend Growth(%) | N/A | -29.0 | 9.9 | 3.4 | N/A | N/A | N/A | -43.3 | 63.8 | -23.8 | 16.4 | 0.6 | 6.0 | -7.5 | -26.8 | 26.4 | -8.9 | 1.6 | 13.3 | 5.7 | -59.6 | 117.3 | 678.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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