Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DNL (WisdomTree Global ex-US Quality Dividend Growth Fund) 11.53% 19.25% 11.45% 4.26% 9.20% 5.74% NA
Data as of 06/04/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
Name Start Date End Date
DNL (WisdomTree Global ex-US Quality Dividend Growth 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 (%) 2.27 19.25 11.45 4.26 9.20 5.74 NA 11.53 17.03 -0.61 16.98 -22.37 16.14 18.22 36.23 -14.76 31.11 4.27 -7.09 -0.12 -1.67 17.61 -11.84 14.08 13.47 -12.69 -7.75 16.08
Sharpe Ratio NA 0.87 0.43 0.09 0.40 NA NA 0.96 0.81 -0.30 0.97 -0.95 1.12 0.54 2.78 -1.04 3.68 0.22 -0.42 -0.01 -0.12 0.99 -0.40 0.63 0.48 -0.35 -0.68 1.99
Standard Deviation(%) NA 17.82 16.68 18.17 18.73 NA NA 22.88 17.59 14.28 13.83 25.06 14.38 33.36 12.52 15.63 8.31 18.25 17.01 12.46 13.91 17.88 29.92 22.21 28.10 38.73 16.16 14.23
Draw Down(%) NA 12.41 20.15 34.85 34.85 NA NA 12.41 15.57 11.14 12.83 34.85 8.40 32.18 6.58 22.37 2.71 11.20 20.86 11.76 14.36 18.36 30.09 18.24 27.48 36.41 15.39 6.20
Yield(%) 0.00 1.92 2.09 1.04 2.23 1.95 2.21 0.05 2.36 2.27 2.06 3.57 0.98 2.02 2.58 2.12 2.38 2.64 1.83 2.36 2.18 3.01 2.70 2.81 3.04 1.99 1.70 0.68
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
DNL (WisdomTree Global ex-US Quality Dividend Growth Fund) -6.36%
Jun 2007 – Jun 2010
-2.71%
May 2007 – May 2012
0.28%
Dec 2006 – Dec 2016
2.59%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DNL (WisdomTree Global ex-US Quality Dividend Growth Fund) 23.21%
Dec 2018 – Dec 2021
15.89%
Dec 2016 – Dec 2021
10.03%
Feb 2016 – Feb 2026
7.98%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return