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DWM: WisdomTree International Equity Fund (ETF)
Basic Info 54.75 0.06(0.11%) December 02
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 4.01% |
| Expenses | 0.48% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? Try| Last 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(%) | 1.5 | 7.4 | 12.7 | 5.9 | 4.9 | 4.2 | 4.8 | 4.2 | 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 | 0.11 | 0.5 | 0.13 | 0.14 | 0.16 | 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 | 7.7 | 7.7 | 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 | 12.4 | 12.3 | 15.5 | 19.3 | 16.8 | NA | 21.6 | 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 | 0.07 | 0.02 | 0.03 | 0.03 | 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 | 0.02 | 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 | 0.9 | 0.9 | 0.9 | 0.95 | 0.96 | NA | 1.01 | 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 | 0.85 | 0.85 | 0.89 | 0.91 | 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 | 3.2 | 4.0 | 4.0 | 3.7 | 3.5 | 3.9 | 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 | -24.8 | -3.8 | 23.3 | 11.1 | N/A | N/A | N/A | 6.9 | 3.8 | 41.4 | -24.9 | 2.8 | 7.8 | 5.0 | -3.8 | -29.3 | 30.3 | 9.8 | -12.8 | 22.6 | -26.9 | 18.8 | 92.5 | 294.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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Best ETFs
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