Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DES (WisdomTree U.S. SmallCap Dividend Fund) | -4.87% | -2.57% | 6.57% | 11.41% | 6.47% | 9.49% | NA | 6.99% |
Data as of 07/21/2025, AR inception is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DES (WisdomTree U.S. SmallCap Dividend Fund) | 06/16/2006 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | -2.57 | 6.57 | 11.41 | 6.47 | 9.49 | NA | 6.99 | -4.87 | 9.93 | 16.52 | -10.92 | 26.50 | -4.26 | 20.26 | -12.83 | 8.63 | 31.39 | -5.29 | 7.57 | 36.73 | 18.31 | -2.03 | 27.00 | 22.17 | -28.18 | -12.43 | 16.39 |
| Sharpe Ratio | NA | -0.22 | 0.22 | 0.47 | 0.22 | NA | NA | 0.24 | -0.51 | 0.32 | 0.66 | -0.59 | 1.38 | -0.10 | 1.26 | -0.94 | 0.70 | 1.82 | -0.36 | 0.59 | 2.67 | 1.28 | -0.07 | 1.19 | 0.50 | -0.60 | -0.75 | 2.10 |
| Standard Deviation(%) | NA | 21.93 | 20.59 | 20.65 | 22.17 | NA | NA | 24.76 | 22.81 | 19.43 | 19.77 | 21.17 | 19.21 | 45.22 | 14.87 | 15.14 | 11.46 | 17.14 | 14.63 | 12.83 | 13.72 | 14.38 | 28.47 | 22.69 | 44.31 | 48.12 | 20.74 | 13.77 |
| Draw Down(%) | NA | 25.16 | 25.16 | 25.16 | 45.63 | NA | NA | 65.44 | 20.10 | 9.34 | 16.55 | 21.66 | 9.36 | 44.68 | 11.62 | 22.82 | 7.29 | 11.60 | 12.98 | 9.47 | 6.06 | 9.15 | 22.98 | 17.50 | 48.08 | 46.16 | 17.90 | 3.48 |
| Yield(%) | 0.00 | 2.34 | 2.95 | 3.79 | 3.49 | 5.62 | 4.02 | 4.23 | 0.73 | 3.00 | 2.99 | 2.48 | 2.89 | 2.56 | 3.11 | 3.06 | 3.03 | 3.50 | 3.27 | 2.84 | 3.16 | 4.50 | 3.15 | 4.28 | 4.14 | 4.23 | 3.19 | 2.08 |
Data as of 07/21/2025, AR inception is 06/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DES (WisdomTree U.S. SmallCap Dividend Fund) |
-10.50%
Oct 2006 - Oct 2009 |
-2.66%
Mar 2015 - Mar 2020 |
5.21%
Oct 2013 - Oct 2023 |
5.92%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DES (WisdomTree U.S. SmallCap Dividend Fund) |
33.68%
Feb 2009 - Feb 2012 |
29.15%
Feb 2009 - Feb 2014 |
18.10%
Feb 2009 - Feb 2019 |
13.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart