Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DWM (WisdomTree International Equity Fund) | 20.60% | 15.95% | 17.21% | 10.74% | 5.61% | 6.54% | NA | 4.91% |
Data as of 07/14/2025, AR inception is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DWM (WisdomTree International Equity Fund) | 06/16/2006 | 07/14/2025 |
| 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 (%) | 0.67 | 15.95 | 17.21 | 10.74 | 5.61 | 6.54 | NA | 4.91 | 20.60 | 4.15 | 16.65 | -9.06 | 10.75 | -2.33 | 18.98 | -13.53 | 24.08 | 3.13 | -2.90 | -4.93 | 21.61 | 17.98 | -9.95 | 5.15 | 27.19 | -41.77 | 13.90 | 23.89 |
| Sharpe Ratio | NA | 0.77 | 0.86 | 0.58 | 0.25 | NA | NA | 0.18 | 2.13 | -0.20 | 0.96 | -0.52 | 0.91 | -0.08 | 1.63 | -1.10 | 3.08 | 0.16 | -0.18 | -0.41 | 1.62 | 1.04 | -0.33 | 0.20 | 0.80 | -0.95 | 0.57 | 3.17 |
| Standard Deviation(%) | NA | 16.55 | 15.37 | 15.25 | 16.97 | NA | NA | 21.48 | 18.85 | 12.32 | 13.03 | 20.05 | 11.80 | 31.68 | 10.78 | 13.54 | 7.65 | 18.38 | 15.94 | 12.12 | 13.34 | 17.41 | 29.90 | 24.88 | 33.69 | 45.01 | 19.17 | 14.29 |
| Draw Down(%) | NA | 13.03 | 15.61 | 25.66 | 37.82 | NA | NA | 62.09 | 13.03 | 9.57 | 9.61 | 25.66 | 7.59 | 35.85 | 9.04 | 21.92 | 2.15 | 10.93 | 16.97 | 13.52 | 11.08 | 15.99 | 25.00 | 21.57 | 31.60 | 53.65 | 13.52 | 6.37 |
| Yield(%) | 0.00 | 1.24 | 3.75 | 3.93 | 3.30 | 4.20 | 3.23 | 3.40 | 0.00 | 3.91 | 4.60 | 3.78 | 3.87 | 2.58 | 3.97 | 3.20 | 3.58 | 3.46 | 3.34 | 4.38 | 3.80 | 3.88 | 3.93 | 3.19 | 5.31 | 2.54 | 1.47 | 0.46 |
Data as of 07/14/2025, 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 |
|---|---|---|---|---|
| DWM (WisdomTree International Equity Fund) |
-14.23%
Jun 2007 - Jun 2010 |
-7.39%
May 2007 - May 2012 |
0.83%
Oct 2007 - Oct 2017 |
-0.01%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DWM (WisdomTree International Equity Fund) |
19.31%
Feb 2009 - Feb 2012 |
17.54%
Feb 2009 - Feb 2014 |
9.40%
Feb 2009 - Feb 2019 |
7.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart