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EXT: WisdomTree U.S. ESG Fund (ETF)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/18/2012 |
Last Dividend Date: | 06/23/2020 |
12-Mo. Yield | 0.00% |
Expenses | 0.28% |
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Performance Analytics (As of 08/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/18/2012 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 32.5 | 15.3 | 16.0 | -0.5 | 15.0 | 20.2 | -23.6 | 29.8 | -10.8 | 19.9 | 12.2 | -4.4 | 11.3 | 32.6 | 5.1 | 3.1 | 13.8 | 32.0 | -36.8 | 1.7 |
Sharpe Ratio | NA | 2.13 | 0.65 | 0.81 | -0.06 | 0.89 | 2.58 | -1.59 | 0.49 | -1.89 | 0.08 | -1.59 | -1.5 | -0.68 | 1.34 | -0.57 | -0.71 | -0.31 | 0.49 | -1.51 | -1.46 |
Draw Down(%) | NA | 10.2 | 36.3 | 36.3 | 72.6 | 36.3 | 4.4 | 36.3 | 7.9 | 21.1 | 3.9 | 10.9 | 13.0 | 7.8 | 5.6 | 8.3 | 18.9 | 14.5 | 28.8 | 47.3 | 11.7 |
Standard Deviation(%) | NA | 15.3 | 22.5 | 18.8 | 372.5 | 16.4 | 12.9 | 53.6 | 13.3 | 17.1 | 7.9 | 13.7 | 15.3 | 10.6 | 10.5 | 13.4 | 21.9 | 15.7 | 27.6 | 37.3 | 16.2 |
Treynor Ratio | NA | 0.34 | 0.17 | 0.17 | -0.19 | 0.17 | 0.36 | -1.08 | 0.06 | -0.35 | 0.01 | -0.27 | -0.27 | -0.09 | 0.19 | -0.09 | -0.18 | -0.06 | 0.16 | -0.91 | -0.3 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 2.99 | 0.0 | 0.01 | -0.2 | 0.0 | -0.04 | -0.23 | -0.2 | -0.28 | -0.01 | -0.3 | -0.02 | 0.0 | -0.01 | 0.02 | -0.09 | -0.02 |
Beta | NA | 0.96 | 0.88 | 0.88 | 1.14 | 0.86 | 0.93 | 0.79 | 1.03 | 0.91 | 0.79 | 0.81 | 0.85 | 0.79 | 0.75 | 0.8 | 0.84 | 0.77 | 0.83 | 0.62 | 0.78 |
RSquared | NA | 0.92 | 0.82 | 0.8 | 0.0 | 0.76 | 0.9 | 0.73 | 0.93 | 0.83 | 0.45 | 0.61 | 0.73 | 0.73 | 0.62 | 0.6 | 0.82 | 0.79 | 0.68 | 0.46 | 0.66 |
Yield(%) | N/A | 0.0 | 1.5 | 2.0 | 2.7 | N/A | 0.0 | 0.8 | 2.3 | 2.5 | 1.9 | 2.1 | 2.2 | 1.8 | 2.1 | 1.8 | N/A | N/A | N/A | N/A | N/A |
Dividend Growth(%) | N/A | -100.0 | -6.9 | N/A | N/A | N/A | -100.0 | -57.6 | -18.5 | 55.8 | 4.0 | -5.7 | 32.5 | 11.1 | 24.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/18/2012
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