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DTH: WisdomTree International High Dividend Fund (ETF)
Basic Info 39.31 0.23(0.59%) April 26
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (96%) |
Start Date: | 06/16/2006 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 5.70% |
Expenses | 0.58% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.9 | 1.8 | 8.3 | 4.6 | 4.4 | 2.5 | 6.3 | 3.3 | 15.0 | -1.8 | 8.3 | -7.1 | 18.4 | -12.9 | 21.1 | 5.3 | -7.2 | -5.9 | 22.5 | 15.7 | -6.7 | -1.1 | 33.1 | -44.1 | 10.4 | 24.5 |
Sharpe Ratio | NA | -0.39 | 0.06 | 0.1 | 0.11 | 0.07 | NA | 0.1 | 0.78 | -0.16 | 0.67 | -0.22 | 1.53 | -1.02 | 2.44 | 0.26 | -0.41 | -0.48 | 1.6 | 0.87 | -0.22 | -0.04 | 0.95 | -1.01 | 0.37 | 3.42 |
Draw Down(%) | NA | 4.9 | 9.1 | 23.4 | 39.2 | 40.7 | NA | 64.2 | 9.1 | 23.4 | 9.0 | 39.2 | 9.8 | 20.5 | 2.4 | 11.8 | 18.2 | 16.0 | 10.8 | 16.4 | 26.2 | 23.8 | 33.1 | 55.5 | 13.7 | 5.0 |
Standard Deviation(%) | NA | 10.5 | 12.9 | 15.5 | 19.9 | 17.5 | NA | 22.4 | 14.0 | 19.9 | 12.3 | 33.4 | 11.1 | 13.9 | 8.4 | 19.8 | 17.4 | 12.4 | 14.0 | 18.1 | 30.9 | 26.8 | 34.5 | 44.2 | 20.0 | 13.6 |
Treynor Ratio | NA | -0.05 | 0.01 | 0.02 | 0.02 | 0.01 | NA | 0.02 | 0.11 | -0.04 | 0.1 | -0.07 | 0.18 | -0.14 | 0.2 | 0.05 | -0.07 | -0.06 | 0.23 | 0.16 | -0.06 | -0.01 | 0.29 | -0.45 | 0.07 | 0.55 |
Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.03 | 0.01 | -0.06 | 0.0 | 0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.04 | -0.03 | -0.01 | -0.01 | -0.01 | 0.04 |
Beta | NA | 0.82 | 0.98 | 0.87 | 0.97 | 0.99 | NA | 1.03 | 0.99 | 0.84 | 0.83 | 1.08 | 0.96 | 1.01 | 1.04 | 1.06 | 1.04 | 1.01 | 1.0 | 1.01 | 1.1 | 1.17 | 1.12 | 0.99 | 1.03 | 0.84 |
RSquared | NA | 0.7 | 0.8 | 0.82 | 0.89 | 0.89 | NA | 0.89 | 0.83 | 0.84 | 0.81 | 0.95 | 0.89 | 0.9 | 0.81 | 0.93 | 0.89 | 0.85 | 0.85 | 0.89 | 0.92 | 0.89 | 0.9 | 0.89 | 0.91 | 0.58 |
Yield(%) | N/A | 0.7 | 5.3 | 5.0 | 4.5 | 3.7 | 5.9 | N/A | 6.1 | 5.2 | 4.9 | 3.3 | 4.9 | 3.8 | 4.3 | 4.2 | 3.9 | 5.4 | 4.4 | 4.5 | 4.7 | 3.9 | 4.4 | 4.4 | 3.1 | 0.6 |
Dividend Growth(%) | N/A | -87.7 | -4.2 | 20.1 | 7.6 | N/A | N/A | N/A | 7.8 | 10.9 | 30.5 | -21.7 | 4.7 | 3.6 | 5.1 | -4.2 | -34.5 | 38.5 | 7.7 | -12.0 | 9.7 | 13.6 | -46.7 | 49.0 | 592.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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