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EZM: WisdomTree MidCap Earnings ETF (ETF)
Basic Info 47.67 1.26(2.58%) March 22
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/23/2007 |
| Last Dividend Date: | 12/23/2022 |
| 12-Mo. Yield | 1.39% |
| Expenses | 0.38% |
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Performance Analytics (As of 03/17/2023)
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(%) | 0.2 | -2.0 | -10.7 | 29.9 | 6.0 | 21.8 | 18.6 | 16.1 | -10.8 | 32.0 | 5.5 | 22.7 | -13.6 | 15.9 | 17.8 | -5.9 | 7.1 | 38.7 | 15.6 | -0.1 | 23.7 | 48.4 | -36.3 | -7.8 |
| SR | NA | -0.88 | -0.54 | 0.82 | 0.17 | 0.52 | NA | 0.42 | -0.47 | 1.72 | 0.12 | -0.03 | -2.14 | -0.32 | -0.96 | -1.6 | -0.86 | 1.52 | -0.18 | -0.69 | 0.25 | 0.82 | -1.39 | -1.98 |
| DD(%) | NA | 15.6 | 20.8 | 21.6 | 47.3 | 47.3 | NA | 59.6 | 21.6 | 8.3 | 47.3 | 10.5 | 23.8 | 5.1 | 11.9 | 13.6 | 11.6 | 5.9 | 15.1 | 25.9 | 16.8 | 33.2 | 50.1 | 15.8 |
| SD(%) | NA | 23.4 | 25.7 | 28.7 | 26.9 | 40.7 | NA | 36.4 | 26.0 | 18.6 | 45.0 | 15.8 | 16.4 | 10.2 | 17.0 | 15.3 | 13.3 | 13.3 | 16.3 | 27.1 | 20.7 | 36.4 | 40.1 | 17.5 |
| TR | NA | -0.18 | -0.14 | 0.21 | 0.04 | 0.2 | NA | 0.17 | -0.13 | 0.31 | 0.05 | 0.0 | -0.37 | -0.03 | -0.15 | -0.25 | -0.11 | 0.2 | -0.03 | -0.19 | 0.07 | 0.31 | -0.76 | -0.41 |
| Alpha(%) | NA | -0.03 | 0.0 | 0.02 | 0.0 | 0.08 | NA | 0.06 | 0.03 | 0.02 | -0.05 | -0.03 | -0.02 | 0.15 | 0.1 | -0.07 | -0.02 | 0.03 | 0.0 | 0.01 | -0.15 | 0.03 | -0.04 | -0.05 |
| Beta(%) | NA | 1.13 | 1.0 | 1.1 | 1.08 | 1.05 | NA | 0.93 | 0.97 | 1.03 | 1.15 | 1.14 | 0.96 | 1.15 | 1.07 | 0.97 | 1.02 | 1.02 | 1.05 | 0.96 | 0.78 | 0.97 | 0.73 | 0.85 |
| RS | NA | 0.89 | 0.93 | 0.84 | 0.87 | 0.09 | NA | 0.15 | 0.93 | 0.69 | 0.88 | 0.85 | 0.91 | 0.78 | 0.92 | 0.93 | 0.92 | 0.91 | 0.92 | 0.92 | 0.67 | 0.76 | 0.66 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2007
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See MID-CAP BLEND Asset Class Trend Rankings |
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