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HEDJ: WisdomTree Europe Hedged Equity Fund (ETF)
Basic Info 47.75 0.61(1.29%) April 26
Asset Class: | EUROPE STOCK |
MyPlanIQ Rating: | (11%) |
Start Date: | 12/31/2009 |
Last Dividend Date: | 12/22/2023 |
12-Mo. Yield | 6.28% |
Expenses | 0.58% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/31/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.7 | 11.4 | 21.0 | 11.7 | 10.3 | 9.0 | 8.6 | 26.9 | -10.1 | 23.5 | -3.4 | 27.5 | -9.3 | 13.5 | 9.7 | 5.8 | 4.7 | 20.5 | 18.7 | -9.2 | 3.4 | 0.0 |
Sharpe Ratio | NA | 2.61 | 0.12 | 0.15 | 0.17 | 0.21 | 0.24 | 0.23 | -0.53 | 1.86 | -0.1 | 1.92 | -0.73 | 1.27 | 0.46 | 0.26 | 0.31 | 1.45 | 1.13 | -0.39 | 0.16 | NA |
Draw Down(%) | NA | 4.1 | 51.7 | 51.7 | 51.7 | 51.7 | 51.7 | 51.7 | 22.2 | 7.0 | 38.2 | 8.6 | 17.0 | 7.4 | 13.8 | 21.1 | 12.0 | 11.0 | 12.9 | 21.9 | 13.4 | 0.0 |
Standard Deviation(%) | NA | 10.6 | 98.7 | 58.8 | 48.6 | 36.4 | 32.1 | 99.3 | 21.7 | 12.6 | 35.4 | 13.6 | 14.4 | 10.2 | 20.4 | 21.9 | 15.0 | 14.0 | 16.6 | 23.8 | 20.2 | 0.0 |
Treynor Ratio | NA | 0.36 | 0.14 | 0.11 | 0.09 | 0.09 | 0.1 | 0.29 | -0.15 | 0.31 | -0.04 | 0.26 | -0.12 | 0.17 | 0.11 | 0.06 | 0.05 | 0.25 | 0.32 | -0.16 | 0.05 | 1.0 |
Alpha | NA | 0.1 | 0.23 | 0.1 | 0.05 | 0.04 | 0.03 | 0.24 | 0.01 | 0.04 | -0.03 | 0.01 | 0.02 | -0.02 | 0.04 | 0.03 | 0.05 | 0.0 | 0.03 | -0.01 | 0.0 | NA |
Beta | NA | 0.77 | 0.81 | 0.78 | 0.9 | 0.9 | 0.8 | 0.78 | 0.78 | 0.77 | 1.01 | 1.02 | 0.86 | 0.75 | 0.88 | 0.97 | 1.0 | 0.82 | 0.59 | 0.59 | 0.68 | NA |
RSquared | NA | 0.66 | 0.01 | 0.05 | 0.12 | 0.17 | 0.2 | 0.01 | 0.82 | 0.66 | 0.89 | 0.75 | 0.71 | 0.42 | 0.76 | 0.58 | 0.76 | 0.65 | 0.48 | 0.6 | 0.72 | 0.0 |
Yield(%) | N/A | 0.0 | 3.2 | 2.8 | 2.8 | 3.8 | N/A | 3.6 | 2.4 | 2.5 | 2.5 | 2.2 | 2.4 | 2.5 | 2.7 | 9.1 | 5.9 | 2.2 | 2.6 | 3.0 | 3.5 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 39.2 | 35.7 | -26.3 | N/A | N/A | 32.8 | 18.6 | -5.1 | 38.6 | -17.5 | 6.2 | 0.7 | -71.6 | 56.5 | 211.5 | -3.7 | -22.9 | -15.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2009
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