Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTD (WisdomTree U.S. Total Dividend Fund) | 10.96% | 23.43% | 18.41% | 11.94% | 12.11% | 12.21% | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTD (WisdomTree U.S. Total 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 (%) | 0.72 | 23.43 | 18.41 | 11.94 | 12.11 | 12.21 | NA | … | … | 10.96 | 14.25 | 18.56 | 10.63 | -3.83 | 26.24 | 2.45 | 28.19 | -6.47 | 16.18 | 16.06 | -1.66 | 14.25 | 28.07 | 13.11 | 8.42 | 16.32 | 19.66 | -34.80 | 1.18 | 15.50 |
| Sharpe Ratio | NA | 2.19 | 1.29 | 0.69 | 0.64 | NA | NA | … | … | 2.32 | 0.79 | 1.43 | 0.59 | -0.28 | 2.35 | 0.06 | 2.35 | -0.53 | 2.47 | 1.28 | -0.12 | 1.43 | 2.74 | 1.17 | 0.41 | 1.00 | 0.66 | -0.90 | -0.13 | 3.31 |
| Standard Deviation(%) | NA | 9.27 | 11.94 | 13.57 | 16.28 | NA | NA | … | … | 10.29 | 14.48 | 10.43 | 12.03 | 18.70 | 11.17 | 34.76 | 11.37 | 14.98 | 6.32 | 12.42 | 14.53 | 9.93 | 10.25 | 11.24 | 20.39 | 16.15 | 29.80 | 39.76 | 15.78 | 8.17 |
| Draw Down(%) | NA | 6.30 | 14.41 | 16.14 | 37.29 | NA | NA | … | … | 6.30 | 14.11 | 6.32 | 9.84 | 16.14 | 5.00 | 37.29 | 6.36 | 17.58 | 2.88 | 8.51 | 12.83 | 6.31 | 5.98 | 7.55 | 15.58 | 13.12 | 32.38 | 46.50 | 11.08 | 2.67 |
| Yield(%) | 0.00 | 2.24 | 2.71 | 1.45 | 2.77 | 4.05 | 3.57 | … | … | 0.73 | 2.23 | 2.40 | 2.63 | 2.44 | 2.34 | 2.70 | 3.12 | 2.66 | 2.69 | 2.53 | 2.50 | 2.71 | 2.90 | 3.33 | 2.94 | 3.20 | 3.12 | 2.93 | 2.72 | 1.19 |
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 |
|---|---|---|---|---|
| DTD (WisdomTree U.S. Total Dividend Fund) |
-10.79%
Jun 2007 – Jun 2010 |
-1.19%
Sep 2006 – Sep 2011 |
6.17%
Oct 2006 – Oct 2016 |
6.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTD (WisdomTree U.S. Total Dividend Fund) |
28.19%
Feb 2009 – Feb 2012 |
23.58%
Feb 2009 – Feb 2014 |
16.33%
Feb 2009 – Feb 2019 |
14.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart