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DTD: WisdomTree Total Dividend ETF (ETF)
Basic Info 123.82 0.39(0.32%) October 22
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/24/2021 |
| 12-Mo. Yield | 2.19% |
| Expenses | 0.28% |
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Performance Analytics (As of 10/21/2021)
Not up-to-date? Try| 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(%) | 1.7 | 20.2 | 31.8 | 13.7 | 12.9 | 13.2 | 8.4 | 8.9 | 2.4 | 28.2 | -6.4 | 16.2 | 16.1 | -1.7 | 14.2 | 28.1 | 13.1 | 8.4 | 16.3 | 19.6 | -34.8 | 1.2 | 15.5 |
| SR | NA | 2.11 | 2.28 | 0.55 | 0.63 | 0.79 | NA | 0.42 | 0.06 | 2.35 | -0.52 | 2.47 | 1.27 | -0.12 | 1.43 | 2.74 | 1.17 | 0.41 | 1.0 | 0.65 | -0.9 | -0.12 | 3.33 |
| DD(%) | NA | 4.8 | 6.5 | 37.3 | 37.3 | 37.3 | NA | 58.2 | 37.3 | 6.4 | 17.6 | 2.9 | 8.5 | 12.8 | 6.3 | 6.0 | 7.5 | 15.6 | 13.1 | 32.4 | 46.5 | 11.1 | 2.7 |
| SD(%) | NA | 11.2 | 12.6 | 22.6 | 18.5 | 15.8 | NA | 19.5 | 34.8 | 11.4 | 15.0 | 6.3 | 12.4 | 14.5 | 9.9 | 10.2 | 11.2 | 20.4 | 16.1 | 29.8 | 39.8 | 15.8 | 8.2 |
| TR | NA | 0.29 | 0.34 | 0.13 | 0.12 | 0.14 | NA | 0.09 | 0.02 | 0.27 | -0.09 | 0.19 | 0.18 | -0.02 | 0.16 | 0.32 | 0.15 | 0.1 | 0.19 | 0.21 | -0.4 | -0.02 | 0.3 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta(%) | NA | 0.82 | 0.84 | 0.95 | 0.94 | 0.93 | NA | 0.9 | 0.97 | 0.98 | 0.91 | 0.82 | 0.9 | 0.92 | 0.88 | 0.88 | 0.86 | 0.84 | 0.85 | 0.93 | 0.88 | 0.92 | 0.9 |
| RS | NA | 0.88 | 0.91 | 0.97 | 0.96 | 0.96 | NA | 0.95 | 0.99 | 0.97 | 0.92 | 0.83 | 0.93 | 0.96 | 0.94 | 0.92 | 0.95 | 0.97 | 0.94 | 0.97 | 0.94 | 0.97 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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