Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DTD (WisdomTree U.S. Total Dividend Fund) | 5.90% | 15.15% | 14.00% | 14.87% | 10.77% | 12.77% | NA | 9.11% |
Data as of 06/30/2025, AR inception is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTD (WisdomTree U.S. Total Dividend Fund) | 06/16/2006 | 06/30/2025 |
| 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 (%) | 1.84 | 15.15 | 14.00 | 14.87 | 10.77 | 12.77 | NA | 9.11 | 5.90 | 18.95 | 10.64 | -3.83 | 26.25 | 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 | 0.73 | 0.68 | 0.93 | 0.54 | NA | NA | 0.43 | 0.42 | 1.47 | 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 | 15.54 | 14.19 | 14.34 | 16.74 | NA | NA | 18.67 | 18.88 | 10.43 | 12.03 | 18.69 | 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 | 14.41 | 14.41 | 16.15 | 37.29 | NA | NA | 58.17 | 14.11 | 6.32 | 9.84 | 16.15 | 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(%) | 0.27 | 2.65 | 2.93 | 2.16 | 2.89 | 5.04 | 3.45 | 3.63 | 1.04 | 2.78 | 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 06/30/2025, 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 |
|---|---|---|---|---|
| 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