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EZY: WisdomTree US LargeCap Value ETF (ETF)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/26/2007 |
Last Dividend Date: | 09/26/2017 |
12-Mo. Yield | 0.82% |
Expenses | 0.38% |
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Performance Analytics (As of 04/26/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/26/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.0 | 13.8 | 7.6 | 12.1 | 7.5 | 6.2 | -2.3 | 23.6 | 8.6 | -0.7 | 14.5 | 30.7 | 11.2 | 5.1 | 14.2 | 29.4 | -41.4 | -0.8 |
Sharpe Ratio | NA | 1.35 | 0.51 | 0.86 | 0.3 | 0.24 | -0.46 | 2.9 | 0.6 | -0.04 | 1.13 | 2.53 | 0.91 | 0.21 | 0.71 | 0.9 | -0.78 | -0.21 |
Draw Down(%) | NA | 8.3 | 22.6 | 22.6 | 57.4 | 61.9 | 8.3 | 3.6 | 13.3 | 16.0 | 11.9 | 6.7 | 8.3 | 22.4 | 18.8 | 31.6 | 58.2 | 14.1 |
Standard Deviation(%) | NA | 9.6 | 14.1 | 13.7 | 24.6 | 24.1 | 17.2 | 8.0 | 14.0 | 18.0 | 12.8 | 12.1 | 12.4 | 24.4 | 19.9 | 32.6 | 54.4 | 18.2 |
Treynor Ratio | NA | 0.17 | 0.09 | 0.15 | 0.08 | 0.07 | -0.12 | 0.25 | 0.09 | -0.01 | 0.18 | 0.48 | 0.16 | 0.07 | 0.17 | 0.32 | -0.44 | -0.04 |
Alpha | NA | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | -0.06 | 0.03 | -0.02 | 0.0 | 0.02 | 0.03 | 0.0 | 0.02 | 0.01 | 0.04 | -0.02 | 0.01 |
Beta | NA | 0.75 | 0.81 | 0.8 | 0.89 | 0.88 | 0.68 | 0.91 | 0.88 | 0.77 | 0.78 | 0.65 | 0.69 | 0.75 | 0.83 | 0.93 | 0.96 | 0.93 |
RSquared | NA | 0.66 | 0.54 | 0.51 | 0.61 | 0.61 | 0.73 | 0.65 | 0.7 | 0.43 | 0.44 | 0.35 | 0.5 | 0.54 | 0.59 | 0.82 | 0.57 | 0.87 |
Yield(%) | N/A | 0.8 | 1.2 | 1.6 | 1.6 | N/A | 0.0 | 1.2 | 1.4 | 1.5 | 1.4 | 1.5 | 2.4 | 1.6 | 1.5 | 2.3 | 1.9 | 1.8 |
Dividend Growth(%) | N/A | -39.6 | -3.2 | 5.1 | N/A | N/A | -100.0 | -9.0 | -11.0 | 26.6 | 17.9 | -34.3 | 61.9 | 16.7 | -20.6 | -23.6 | -2.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2007
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