WisdomTree Europe SmallCap Dividend Fund (DFE)

Basic Info 60.53 0.48(0.80%)
May 06

WisdomTree Europe SmallCap Dividend Fund started on 06/16/2006
WisdomTree Europe SmallCap Dividend Fund is classified as asset class EUROPE STOCK
WisdomTree Europe SmallCap Dividend Fund expense ratio is 0.58%
WisdomTree Europe SmallCap Dividend Fund rating is
(85%)

WisdomTree Europe SmallCap Dividend Fund (DFE) Dividend Info

WisdomTree Europe SmallCap Dividend Fund (DFE) dividend growth in the last 12 months is -24.65%

The trailing 12-month yield of WisdomTree Europe SmallCap Dividend Fund is 4.39%. its dividend history:

DateDividend
03/22/2024 0.215
12/28/2023 0.086
12/22/2023 0.285
09/25/2023 0.54
06/26/2023 1.53
03/27/2023 0.525
12/23/2022 0.41
09/26/2022 0.57
06/24/2022 2.02
03/25/2022 0.19
12/27/2021 0.22
09/24/2021 0.43
06/24/2021 1.1
03/25/2021 0.147
12/21/2020 0.329
09/22/2020 0.25
06/23/2020 0.555
03/24/2020 0.435
12/23/2019 0.352
09/24/2019 0.315
06/24/2019 1.395
03/26/2019 0.155
12/24/2018 0.329
09/25/2018 0.424
06/25/2018 1.805
03/20/2018 0.095
12/26/2017 0.301
09/26/2017 0.405
06/26/2017 1.08
12/23/2016 0.447
09/26/2016 0.26
06/20/2016 1.505
12/21/2015 0.229
09/21/2015 0.25
06/22/2015 1.078
12/19/2014 0.175
09/22/2014 0.261
06/23/2014 1.078
03/24/2014 0.022
12/24/2013 0.068
09/23/2013 0.12
06/24/2013 1.175
03/22/2013 0.017
12/24/2012 0.264
09/24/2012 0.135
06/25/2012 0.959
03/26/2012 0.113
12/21/2011 0.15
09/26/2011 0.192
06/22/2011 1.465
03/21/2011 0.256
09/20/2010 0.169
06/28/2010 0.697
03/29/2010 0.094
12/21/2009 0.16
09/21/2009 0.214
06/22/2009 0.713
03/23/2009 0.211
12/22/2008 2.793
12/17/2007 4.217
12/21/2006 0.469

Dividend Growth History for WisdomTree Europe SmallCap Dividend Fund (DFE)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $2.966 5.36% -7.02% -
2022 $3.19 4.25% 68.16% -7.02%
2021 $1.897 2.92% 20.91% 25.04%
2020 $1.569 2.38% -29.23% 23.65%
2019 $2.217 4.17% -16.43% 7.55%
2018 $2.653 3.72% 48.54% 2.26%
2017 $1.786 3.26% -19.26% 8.82%
2016 $2.212 3.97% 42.07% 4.28%
2015 $1.557 3.01% 1.37% 8.39%
2014 $1.536 2.70% 11.30% 7.59%
2013 $1.38 3.35% -6.19% 7.95%
2012 $1.471 4.36% -28.70% 6.58%
2011 $2.063 4.84% 114.90% 3.07%
2010 $0.96 2.57% -26.04% 9.06%
2009 $1.298 5.03% -53.53% 6.08%
2008 $2.793 4.66% -33.77% 0.40%
2007 $4.217 6.42% 799.15% -2.18%
2006 $0.469 0.92% - 11.46%

Dividend Growth Chart for WisdomTree Europe SmallCap Dividend Fund (DFE)


WisdomTree Europe SmallCap Dividend Fund (DFE) Historical Returns And Risk Info

From 06/16/2006 to 05/06/2024, the compound annualized total return (dividend reinvested) of WisdomTree Europe SmallCap Dividend Fund (DFE) is 5.325%. Its cumulative total return (dividend reinvested) is 152.593%.

From 06/16/2006 to 05/06/2024, the Maximum Drawdown of WisdomTree Europe SmallCap Dividend Fund (DFE) is 69.4%.

From 06/16/2006 to 05/06/2024, the Sharpe Ratio of WisdomTree Europe SmallCap Dividend Fund (DFE) is 0.19.

From 06/16/2006 to 05/06/2024, the Annualized Standard Deviation of WisdomTree Europe SmallCap Dividend Fund (DFE) is 22.7%.

From 06/16/2006 to 05/06/2024, the Beta of WisdomTree Europe SmallCap Dividend Fund (DFE) is 0.87.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
06/16/2006
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return(%) 1.8 1.1 5.4 -2.5 4.0 3.4 9.0 5.3 14.9 -22.2 18.4 2.2 27.1 -21.2 32.7 1.6 11.8 -8.7 45.3 31.1 -19.3 19.9 51.1 -52.4 -3.0 29.2
Sharpe Ratio NA -0.04 0.1 -0.24 0.1 0.12 NA 0.19 0.62 -0.86 1.23 0.05 2.02 -1.47 3.43 0.06 0.77 -0.6 3.15 1.56 -0.65 0.79 1.5 -1.4 -0.28 5.18
Draw Down(%) NA 5.7 16.6 40.4 46.7 49.7 NA 69.4 16.6 37.8 11.1 46.7 12.1 29.2 4.9 17.0 11.9 22.9 7.2 17.2 32.8 20.7 25.8 61.1 18.5 4.1
Standard Deviation(%) NA 14.1 15.9 20.4 23.3 19.7 NA 22.7 17.3 27.4 15.0 35.4 12.8 15.4 9.4 21.4 15.3 14.5 14.4 20.1 29.9 24.9 33.9 37.9 21.2 11.1
Treynor Ratio NA 0.0 0.01 -0.05 0.02 0.02 NA 0.05 0.1 -0.23 0.18 0.02 0.27 -0.22 0.35 0.01 0.16 -0.09 0.5 0.34 -0.22 0.23 0.59 -0.81 -0.06 1.15
Alpha NA -0.04 -0.02 -0.02 -0.01 0.0 NA 0.01 -0.02 -0.03 0.01 -0.01 0.01 -0.03 0.02 0.01 0.05 -0.01 0.07 0.04 -0.04 0.06 0.07 -0.14 -0.06 0.11
Beta NA 1.11 1.1 1.04 1.02 0.98 NA 0.87 1.08 1.04 1.0 1.01 0.97 1.0 0.93 0.96 0.75 0.94 0.91 0.91 0.87 0.86 0.87 0.66 0.98 0.5
RSquare NA 0.84 0.79 0.86 0.87 0.84 NA 0.76 0.8 0.91 0.79 0.9 0.77 0.85 0.76 0.86 0.7 0.71 0.76 0.78 0.84 0.77 0.72 0.62 0.76 0.29
Yield(%) N/A 0.4 4.4 3.7 4.0 3.5 6.6 N/A 5.4 4.2 2.9 2.4 4.2 3.7 3.2 4.0 3.0 2.7 3.4 4.4 4.8 2.6 5.0 4.7 6.4 0.9
Dividend Growth(%) N/A -92.6 -24.7 25.1 20.5 N/A N/A N/A -7.2 67.9 20.3 -29.1 -15.8 48.9 -19.5 41.7 1.3 10.8 -5.4 -28.6 114.6 -25.6 -53.8 -33.9 797.9 N/A

Return Calculator for WisdomTree Europe SmallCap Dividend Fund (DFE)

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)


Click here for comparison with other funds, portfolios or stocks

WisdomTree Europe SmallCap Dividend Fund (DFE) Historical Return Chart

Click here for interactive chart

WisdomTree Europe SmallCap Dividend Fund (DFE) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/16/2006 to 05/06/2024, the worst annualized return of 3-year rolling returns for WisdomTree Europe SmallCap Dividend Fund (DFE) is -16.52%.
From 06/16/2006 to 05/06/2024, the worst annualized return of 5-year rolling returns for WisdomTree Europe SmallCap Dividend Fund (DFE) is -7.14%.
From 06/16/2006 to 05/06/2024, the worst annualized return of 10-year rolling returns for WisdomTree Europe SmallCap Dividend Fund (DFE) is 3.85%.
From 06/16/2006 to 05/06/2024, the worst annualized return of 20-year rolling returns for WisdomTree Europe SmallCap Dividend Fund (DFE) is NA.

Related Articles for WisdomTree Europe SmallCap Dividend Fund(DFE)