Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DHS (WisdomTree U.S. High Dividend Fund) | 6.30% | 13.55% | 10.69% | 13.33% | 8.59% | 11.15% | NA | 7.44% |
Data as of 07/16/2025, AR inception is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DHS (WisdomTree U.S. High Dividend Fund) | 06/16/2006 | 07/16/2025 |
| 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 (%) | -0.30 | 13.55 | 10.69 | 13.33 | 8.59 | 11.15 | NA | 7.44 | 6.30 | 18.02 | -0.16 | 7.97 | 23.18 | -5.70 | 22.59 | -7.78 | 10.51 | 17.82 | -0.98 | 15.19 | 24.49 | 11.08 | 14.26 | 17.63 | 17.15 | -38.90 | -4.54 | 16.83 |
| Sharpe Ratio | NA | 0.95 | 0.48 | 0.81 | 0.44 | NA | NA | 0.32 | 0.61 | 1.18 | -0.27 | 0.38 | 1.97 | -0.17 | 2.07 | -0.68 | 1.65 | 1.46 | -0.07 | 1.64 | 2.40 | 1.17 | 0.81 | 1.19 | 0.46 | -0.80 | -0.47 | 3.75 |
| Standard Deviation(%) | NA | 14.81 | 14.72 | 14.64 | 16.55 | NA | NA | 20.15 | 16.72 | 12.19 | 14.28 | 17.40 | 11.78 | 34.56 | 10.20 | 13.53 | 5.99 | 12.10 | 14.24 | 9.25 | 10.17 | 9.52 | 17.49 | 14.69 | 36.92 | 49.52 | 16.53 | 7.97 |
| Draw Down(%) | NA | 11.87 | 14.57 | 15.28 | 37.35 | NA | NA | 67.22 | 11.79 | 7.87 | 14.57 | 15.28 | 4.71 | 37.35 | 5.63 | 14.95 | 3.76 | 7.28 | 13.08 | 5.23 | 6.18 | 7.81 | 13.34 | 9.75 | 40.75 | 53.13 | 13.86 | 2.33 |
| Yield(%) | 0.00 | 3.80 | 4.20 | 5.02 | 4.48 | 7.05 | 4.27 | 4.50 | 1.65 | 4.10 | 4.13 | 3.54 | 3.95 | 3.74 | 4.34 | 2.96 | 3.16 | 3.73 | 3.05 | 3.28 | 3.76 | 4.27 | 3.61 | 4.57 | 3.76 | 4.12 | 3.60 | 1.41 |
Data as of 07/16/2025, 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 |
|---|---|---|---|---|
| DHS (WisdomTree U.S. High Dividend Fund) |
-14.47%
May 2007 - May 2010 |
-2.78%
Sep 2006 - Sep 2011 |
5.02%
May 2007 - May 2017 |
5.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DHS (WisdomTree U.S. High Dividend Fund) |
33.59%
Feb 2009 - Feb 2012 |
26.37%
Feb 2009 - Feb 2014 |
17.11%
Feb 2009 - Feb 2019 |
13.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart