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DWM: WisdomTree International Equity Fund (ETF)
Basic Info 53.95 0.26(0.48%) April 26
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (97%) |
Start Date: | 06/16/2006 |
Last Dividend Date: | 03/22/2024 |
12-Mo. Yield | 4.09% |
Expenses | 0.48% |
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Performance Analytics (As of 04/26/2024)
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(%) | 2.0 | 3.4 | 10.5 | 3.9 | 5.0 | 3.5 | 6.9 | 4.1 | 16.6 | -9.1 | 10.8 | -2.3 | 19.0 | -13.5 | 24.1 | 3.1 | -2.9 | -4.9 | 21.6 | 18.0 | -10.0 | 5.1 | 27.2 | -41.8 | 13.9 | 23.9 |
Sharpe Ratio | NA | 0.06 | 0.29 | 0.06 | 0.14 | 0.13 | NA | 0.14 | 0.96 | -0.52 | 0.91 | -0.08 | 1.63 | -1.1 | 3.08 | 0.16 | -0.18 | -0.41 | 1.62 | 1.04 | -0.33 | 0.2 | 0.8 | -0.95 | 0.57 | 3.17 |
Draw Down(%) | NA | 4.5 | 9.6 | 25.7 | 35.9 | 37.8 | NA | 62.1 | 9.6 | 25.7 | 7.6 | 35.9 | 9.0 | 21.9 | 2.2 | 10.9 | 17.0 | 13.5 | 11.1 | 16.0 | 25.0 | 21.6 | 31.6 | 53.6 | 13.5 | 6.4 |
Standard Deviation(%) | NA | 10.1 | 11.9 | 15.2 | 19.1 | 16.7 | NA | 21.8 | 13.0 | 20.1 | 11.8 | 31.7 | 10.8 | 13.5 | 7.7 | 18.4 | 15.9 | 12.1 | 13.3 | 17.4 | 29.9 | 24.9 | 33.7 | 45.0 | 19.2 | 14.3 |
Treynor Ratio | NA | 0.01 | 0.04 | 0.01 | 0.03 | 0.02 | NA | 0.03 | 0.13 | -0.12 | 0.13 | -0.02 | 0.19 | -0.15 | 0.24 | 0.03 | -0.03 | -0.05 | 0.22 | 0.18 | -0.09 | 0.05 | 0.25 | -0.41 | 0.11 | 0.5 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.02 | -0.04 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.03 | -0.01 | -0.03 | 0.01 | 0.01 | 0.03 |
Beta | NA | 0.86 | 0.94 | 0.89 | 0.95 | 0.96 | NA | 1.02 | 0.95 | 0.89 | 0.81 | 1.02 | 0.95 | 0.99 | 0.98 | 0.99 | 0.97 | 1.02 | 0.98 | 1.0 | 1.08 | 1.09 | 1.09 | 1.03 | 0.99 | 0.91 |
RSquared | NA | 0.83 | 0.87 | 0.89 | 0.92 | 0.92 | NA | 0.91 | 0.88 | 0.92 | 0.83 | 0.95 | 0.92 | 0.92 | 0.87 | 0.94 | 0.92 | 0.89 | 0.9 | 0.94 | 0.93 | 0.9 | 0.89 | 0.93 | 0.93 | 0.61 |
Yield(%) | N/A | 0.6 | 4.0 | 3.8 | 3.7 | 3.3 | 5.3 | N/A | 4.6 | 3.8 | 3.9 | 2.6 | 4.0 | 3.2 | 3.6 | 3.5 | 3.3 | 4.4 | 3.8 | 3.9 | 3.9 | 3.2 | 5.3 | 2.5 | 1.5 | 0.5 |
Dividend Growth(%) | N/A | -85.3 | -7.7 | 21.0 | 9.1 | N/A | N/A | N/A | 6.9 | 4.1 | 42.0 | -25.4 | 2.8 | 8.4 | 4.4 | -3.6 | -29.5 | 30.0 | 10.4 | -13.3 | 23.7 | -27.3 | 18.8 | 91.3 | 300.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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