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GULF: WisdomTree Middle East Dividend Fund (ETF)
Basic Info
Asset Class: | Miscellaneous Region |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/17/2008 |
Last Dividend Date: | 03/24/2020 |
12-Mo. Yield | 3.06% |
Expenses | 0.88% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/17/2008 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -17.7 | 0.3 | 0.3 | 4.9 | 0.2 | -18.1 | 10.5 | 11.2 | 7.9 | 4.3 | -15.2 | 6.9 | 38.0 | 7.4 | -9.6 | 22.3 | 3.4 | -41.1 |
Sharpe Ratio | NA | -0.6 | 0.03 | -0.06 | 0.25 | -0.01 | -0.71 | 0.6 | 0.55 | 0.57 | 0.25 | -0.9 | 0.36 | 2.35 | 0.53 | -0.49 | 1.32 | 0.1 | -1.4 |
Draw Down(%) | NA | 38.1 | 38.6 | 38.6 | 39.4 | 56.2 | 36.9 | 9.6 | 7.5 | 8.3 | 14.2 | 23.3 | 24.7 | 8.6 | 10.3 | 15.1 | 15.2 | 25.6 | 46.0 |
Standard Deviation(%) | NA | 35.6 | 24.3 | 21.7 | 19.4 | 22.8 | 51.2 | 15.1 | 18.0 | 13.0 | 16.4 | 17.0 | 19.2 | 16.2 | 13.8 | 19.7 | 16.8 | 33.3 | 49.3 |
Treynor Ratio | NA | -0.34 | 0.01 | -0.02 | 0.09 | 0.0 | -0.57 | 0.2 | 0.38 | 0.19 | 0.09 | -0.24 | 0.1 | 0.56 | 0.16 | -0.2 | 0.47 | 0.06 | -1.26 |
Alpha | NA | -0.1 | -0.01 | -0.02 | 0.0 | -0.01 | -0.13 | -0.01 | 0.05 | 0.0 | 0.0 | -0.07 | 0.0 | 0.06 | 0.0 | -0.04 | 0.06 | -0.03 | -0.29 |
Beta | NA | 0.63 | 0.54 | 0.54 | 0.54 | 0.54 | 0.64 | 0.45 | 0.26 | 0.39 | 0.43 | 0.63 | 0.7 | 0.68 | 0.45 | 0.49 | 0.47 | 0.58 | 0.55 |
RSquared | NA | 0.37 | 0.26 | 0.24 | 0.24 | 0.26 | 0.39 | 0.14 | 0.06 | 0.04 | 0.11 | 0.33 | 0.17 | 0.22 | 0.17 | 0.33 | 0.25 | 0.23 | 0.37 |
Yield(%) | N/A | 3.1 | 3.6 | 3.3 | 4.8 | N/A | 0.4 | 3.7 | 4.6 | 2.4 | 4.1 | 3.8 | 5.0 | 3.7 | 4.5 | 4.8 | 3.3 | 4.4 | 0.0 |
Dividend Growth(%) | N/A | -14.5 | -13.9 | -8.5 | N/A | N/A | -87.0 | -15.9 | 105.0 | -39.4 | -14.3 | -23.0 | 78.6 | -15.2 | -19.5 | 70.8 | -27.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2008
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