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EPS: WisdomTree Earnings 500 ETF (ETF)
Basic Info 42.26 0.65(1.51%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 02/23/2007 |
| Last Dividend Date: | 12/23/2022 |
| 12-Mo. Yield | 1.48% |
| Expenses | 0.28% |
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Performance Analytics (As of 03/22/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.5 | 1.6 | -8.4 | 22.2 | 8.9 | 11.2 | 9.4 | 8.2 | -14.2 | 28.5 | 11.9 | 30.1 | -9.2 | 20.6 | 11.4 | -3.6 | 11.6 | 30.6 | 12.1 | 1.6 | 11.2 | 24.4 | -38.0 | 1.5 |
| SR | NA | -0.19 | -0.49 | 0.8 | 0.34 | 0.6 | NA | 0.38 | -0.68 | 2.35 | 0.33 | 0.52 | -1.87 | 0.2 | -1.69 | -1.44 | -0.66 | 1.15 | -0.52 | -0.82 | -0.47 | 0.21 | -1.57 | -1.45 |
| DD(%) | NA | 8.4 | 20.6 | 22.5 | 35.8 | 35.8 | NA | 54.4 | 22.5 | 4.6 | 35.8 | 7.8 | 19.9 | 3.0 | 11.0 | 12.8 | 7.9 | 5.5 | 10.8 | 18.4 | 14.5 | 27.0 | 48.6 | 10.3 |
| SD(%) | NA | 16.7 | 22.3 | 21.3 | 21.5 | 17.5 | NA | 19.6 | 23.1 | 12.1 | 34.8 | 13.1 | 16.5 | 7.3 | 13.4 | 15.3 | 10.3 | 10.5 | 12.6 | 20.5 | 15.8 | 27.1 | 36.5 | 16.4 |
| TR | NA | -0.03 | -0.12 | 0.18 | 0.08 | 0.11 | NA | 0.08 | -0.17 | 0.33 | 0.12 | 0.07 | -0.33 | 0.01 | -0.24 | -0.24 | -0.08 | 0.14 | -0.07 | -0.21 | -0.09 | 0.06 | -0.69 | -0.27 |
| Alpha(%) | NA | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | 0.02 | -0.03 | 0.0 | -0.03 | -0.04 | -0.06 | -0.12 | -0.01 | -0.18 | -0.01 | -0.01 | -0.14 | -0.01 | -0.05 | -0.02 |
| Beta(%) | NA | 0.95 | 0.93 | 0.95 | 0.96 | 0.95 | NA | 0.9 | 0.92 | 0.86 | 1.0 | 1.03 | 0.94 | 0.97 | 0.95 | 0.94 | 0.85 | 0.86 | 0.88 | 0.82 | 0.83 | 0.94 | 0.83 | 0.88 |
| RS | NA | 0.97 | 0.98 | 0.96 | 0.97 | 0.95 | NA | 0.91 | 0.98 | 0.91 | 0.98 | 0.95 | 0.96 | 0.79 | 0.87 | 0.9 | 0.88 | 0.81 | 0.8 | 0.89 | 0.91 | 0.89 | 0.87 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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See LARGE BLEND Asset Class Trend Rankings |
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