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DRW: WisdomTree Global ex-US Real Estate Fund (ETF)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/05/2007 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 1.84% |
Expenses | 0.58% |
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Performance Analytics (As of 01/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/05/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | -2.9 | -0.7 | -8.0 | -6.5 | 0.9 | 5.6 | -1.0 | 14.8 | -31.7 | 1.0 | -15.7 | 22.3 | -11.2 | 37.8 | 2.4 | -3.0 | 7.7 | -3.8 | 39.3 | -14.4 | 17.8 | 43.3 | -56.8 | -1.5 |
Sharpe Ratio | NA | -2.26 | -0.27 | -0.52 | -0.38 | -0.01 | NA | -0.08 | 0.56 | -1.39 | 0.08 | -0.52 | 1.87 | -0.85 | 3.86 | 0.13 | -0.19 | 0.69 | -0.25 | 2.23 | -0.48 | 0.73 | 1.22 | -1.33 | -0.2 |
Draw Down(%) | NA | 5.1 | 21.5 | 43.9 | 48.5 | 48.5 | NA | 74.2 | 21.5 | 38.5 | 11.7 | 39.7 | 9.9 | 18.9 | 3.9 | 12.5 | 19.1 | 9.7 | 18.4 | 10.4 | 26.1 | 18.2 | 38.2 | 65.5 | 15.7 |
Standard Deviation(%) | NA | 15.8 | 18.7 | 19.1 | 20.7 | 17.7 | NA | 22.9 | 19.4 | 23.9 | 11.8 | 30.6 | 11.2 | 14.8 | 9.7 | 17.2 | 15.7 | 11.2 | 15.4 | 17.8 | 30.3 | 24.3 | 35.5 | 43.2 | 26.3 |
Treynor Ratio | NA | -0.46 | -0.05 | -0.1 | -0.08 | 0.0 | NA | -0.02 | 0.1 | -0.34 | 0.01 | -0.18 | 0.2 | -0.11 | 0.42 | 0.02 | -0.03 | 0.09 | -0.04 | 0.36 | -0.13 | 0.17 | 0.44 | -0.64 | -0.06 |
Alpha | NA | 0.05 | 0.02 | -0.02 | -0.01 | 0.0 | NA | 0.0 | 0.03 | -0.05 | -0.02 | -0.03 | 0.01 | -0.01 | 0.08 | 0.01 | 0.0 | 0.01 | -0.03 | -0.01 | 0.01 | -0.02 | 0.03 | -0.07 | 0.1 |
Beta | NA | 0.78 | 1.0 | 0.97 | 0.94 | 0.94 | NA | 0.96 | 1.04 | 0.99 | 0.8 | 0.9 | 1.05 | 1.13 | 0.89 | 0.89 | 0.91 | 0.88 | 0.92 | 1.11 | 1.08 | 1.03 | 0.97 | 0.91 | 0.9 |
RSquared | NA | 0.55 | 0.67 | 0.72 | 0.77 | 0.77 | NA | 0.81 | 0.69 | 0.76 | 0.64 | 0.85 | 0.64 | 0.83 | 0.5 | 0.83 | 0.84 | 0.75 | 0.81 | 0.88 | 0.95 | 0.93 | 0.87 | 0.75 | 0.76 |
Yield(%) | N/A | 0.0 | 2.1 | 2.9 | 3.6 | 5.0 | 8.5 | N/A | 2.3 | 1.1 | 6.2 | 2.4 | 9.0 | 3.8 | 8.2 | 5.9 | 4.2 | 5.5 | 4.2 | 9.4 | 5.1 | 9.7 | 11.9 | 1.3 | 3.7 |
Dividend Growth(%) | N/A | -100.0 | 40.7 | -50.1 | -27.2 | N/A | N/A | N/A | 40.7 | -82.9 | 107.9 | -69.2 | 99.2 | -40.1 | 37.1 | 26.9 | -20.1 | 17.3 | -43.0 | 51.7 | -44.7 | 4.7 | 303.2 | -67.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2007
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