Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLN (WisdomTree U.S. LargeCap Dividend Fund) | 10.91% | 24.00% | 18.83% | 12.42% | 12.63% | 12.55% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLN (WisdomTree U.S. LargeCap Dividend Fund) | 06/16/2006 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.91 | 24.00 | 18.83 | 12.42 | 12.63 | 12.55 | NA | … | … | 10.91 | 15.53 | 19.66 | 9.95 | -3.78 | 25.58 | 4.60 | 28.91 | -5.79 | 17.04 | 15.51 | -1.60 | 14.24 | 27.34 | 12.74 | 9.44 | 14.96 | 17.31 | -35.07 | 2.44 | 15.92 |
| Sharpe Ratio | NA | 2.36 | 1.36 | 0.74 | 0.68 | NA | NA | … | … | 2.35 | 0.89 | 1.64 | 0.55 | -0.28 | 2.35 | 0.12 | 2.40 | -0.48 | 2.74 | 1.25 | -0.11 | 1.41 | 2.67 | 1.16 | 0.48 | 0.95 | 0.62 | -0.89 | -0.04 | 3.45 |
| Standard Deviation(%) | NA | 8.84 | 11.54 | 13.26 | 16.22 | NA | NA | … | … | 10.02 | 14.28 | 9.75 | 11.51 | 18.58 | 10.90 | 35.20 | 11.41 | 15.12 | 6.01 | 12.20 | 14.85 | 10.06 | 10.21 | 10.99 | 19.43 | 15.57 | 27.98 | 40.54 | 16.01 | 8.10 |
| Draw Down(%) | NA | 6.10 | 13.71 | 16.26 | 35.81 | NA | NA | … | … | 6.10 | 13.71 | 5.94 | 9.60 | 16.26 | 5.23 | 35.81 | 6.40 | 16.79 | 2.87 | 8.12 | 13.30 | 6.46 | 5.43 | 7.17 | 14.92 | 12.60 | 31.73 | 46.39 | 10.57 | 2.80 |
| Yield(%) | 0.00 | 2.16 | 2.63 | 1.42 | 2.79 | 4.10 | 3.55 | … | … | 0.71 | 2.16 | 2.34 | 2.62 | 2.36 | 2.31 | 2.69 | 3.14 | 2.65 | 2.67 | 3.00 | 2.48 | 2.63 | 2.91 | 3.23 | 2.90 | 2.97 | 3.10 | 2.53 | 2.70 | 1.08 |
Data as of 06/04/2026, Common starting date is 06/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLN (WisdomTree U.S. LargeCap Dividend Fund) |
-11.40%
Jun 2007 – Jun 2010 |
-1.43%
Sep 2006 – Sep 2011 |
5.93%
Oct 2006 – Oct 2016 |
6.87%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLN (WisdomTree U.S. LargeCap Dividend Fund) |
27.15%
Feb 2009 – Feb 2012 |
22.73%
Feb 2009 – Feb 2014 |
16.02%
Feb 2009 – Feb 2019 |
14.38%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart