Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DOL (WisdomTree International LargeCap Dividend Fund) | 16.67% | 13.66% | 13.64% | 12.72% | 5.00% | 6.06% | NA | 4.73% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOL (WisdomTree International LargeCap Dividend Fund) | 06/16/2006 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 06/16/2006.
AR inception is since 06/16/2006.
| 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 (%) | -0.43 | 13.66 | 13.64 | 12.72 | 5.00 | 6.06 | NA | 4.73 | 16.67 | 4.08 | 16.80 | -6.74 | 11.52 | -3.23 | 19.47 | -12.93 | 22.25 | 2.89 | -4.50 | -5.90 | 19.87 | 16.60 | -8.20 | 1.82 | 24.97 | -39.80 | 14.04 | 22.10 |
| Sharpe Ratio | NA | 0.45 | 0.59 | 0.64 | 0.19 | NA | NA | 0.15 | 2.52 | -0.21 | 0.97 | -0.40 | 0.97 | -0.11 | 1.70 | -1.04 | 2.75 | 0.14 | -0.27 | -0.47 | 1.44 | 0.94 | -0.27 | 0.07 | 0.79 | -0.92 | 0.57 | 2.87 |
| Standard Deviation(%) | NA | 16.10 | 15.75 | 15.80 | 17.20 | NA | NA | 21.40 | 20.55 | 12.12 | 13.05 | 20.31 | 11.81 | 31.63 | 10.64 | 13.76 | 7.88 | 19.27 | 17.03 | 12.66 | 13.80 | 17.74 | 30.21 | 24.44 | 31.62 | 43.92 | 19.58 | 14.43 |
| Draw Down(%) | NA | 12.79 | 19.65 | 24.59 | 35.99 | NA | NA | 60.78 | 12.79 | 9.62 | 8.80 | 24.59 | 6.87 | 34.78 | 8.80 | 20.56 | 2.47 | 11.42 | 17.74 | 14.36 | 10.67 | 16.58 | 25.29 | 22.11 | 32.04 | 53.05 | 12.48 | 4.93 |
| Yield(%) | 0.00 | 2.98 | 4.11 | 4.55 | 3.29 | 4.11 | 3.15 | 3.50 | 0.00 | 3.83 | 4.47 | 3.96 | 3.83 | 2.62 | 4.03 | 3.36 | 3.73 | 3.61 | 3.39 | 4.61 | 3.65 | 3.75 | 4.11 | 3.31 | 3.83 | 3.45 | 2.25 | 0.60 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOL (WisdomTree International LargeCap Dividend Fund) |
-13.89%
Jun 2007 - Jun 2010 |
-7.23%
May 2007 - May 2012 |
0.24%
Oct 2007 - Oct 2017 |
-0.17%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOL (WisdomTree International LargeCap Dividend Fund) |
18.02%
Feb 2009 - Feb 2012 |
16.37%
Feb 2009 - Feb 2014 |
8.53%
Feb 2009 - Feb 2019 |
7.55%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart