Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGRW (WisdomTree US Quality Dividend Growth Fund) | 9.93% | 21.90% | 17.12% | 12.34% | 14.20% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/22/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGRW (WisdomTree US Quality Dividend Growth Fund) | 05/22/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 21.90 | 17.12 | 12.34 | 14.20 | NA | NA | … | … | 9.93 | 12.17 | 16.98 | 18.66 | -6.33 | 24.46 | 13.82 | 29.55 | -5.37 | 26.93 | 12.10 | -1.09 | 13.75 | 13.16 |
| Sharpe Ratio | NA | 1.95 | 1.11 | 0.70 | 0.77 | NA | NA | … | … | 1.84 | 0.60 | 1.24 | 1.28 | -0.41 | 2.16 | 0.41 | 2.22 | -0.41 | 4.11 | 0.97 | -0.07 | 1.29 | 2.14 |
| Standard Deviation(%) | NA | 9.84 | 12.55 | 13.95 | 16.24 | NA | NA | … | … | 11.46 | 15.43 | 10.82 | 11.83 | 19.07 | 11.30 | 32.58 | 12.67 | 16.42 | 6.42 | 12.27 | 15.53 | 10.63 | 10.48 |
| Draw Down(%) | NA | 8.30 | 16.21 | 17.27 | 32.03 | NA | NA | … | … | 8.30 | 15.24 | 6.26 | 9.92 | 17.27 | 5.97 | 32.03 | 7.73 | 18.64 | 2.16 | 8.68 | 13.64 | 7.05 | 4.72 |
| Yield(%) | 0.00 | 1.51 | 1.94 | 2.08 | 3.42 | 3.30 | 2.47 | … | … | 0.42 | 1.58 | 1.78 | 2.03 | 1.97 | 2.21 | 2.11 | 2.78 | 2.23 | 2.14 | 2.37 | 1.31 | 2.02 | 1.18 |
Data as of 06/04/2026, Common starting date is 05/22/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRW (WisdomTree US Quality Dividend Growth Fund) |
5.44%
Mar 2017 – Mar 2020 |
6.65%
Mar 2015 – Mar 2020 |
11.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRW (WisdomTree US Quality Dividend Growth Fund) |
22.43%
Dec 2018 – Dec 2021 |
17.70%
Mar 2020 – Mar 2025 |
14.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart