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WisdomTree Dreyfus South African Rand Fund SZR
21.94 -0.04 (-0.18%) Dec 03, 2012

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 1.75
Ex-Dividend Date Dec 21, 2011
Annualized Return (3Y) -1.51%
Volume 5,400
Close 21.94
Previous Close 21.98
Worst 3Y Roll AR -1.32%
Inception Date Jul 09, 2008
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Dividends


WisdomTree Dreyfus South African Rand Fund (SZR) Dividend Information

WisdomTree Dreyfus South African Rand Fund (SZR) dividend growth in the last 12 months is -54.54%

The trailing 12-month yield of WisdomTree Dreyfus South African Rand Fund is 6.96%. its dividend history:

Pay Date Cash Amount
Dec 21, 2011 $1.753
Dec 22, 2010 $3.856
Dec 21, 2009 $0.802
Dec 22, 2008 $1.615

Dividend Growth History for WisdomTree Dreyfus South African Rand Fund (SZR)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2011
2011 $1.753 6.00% -54.54% -
2010 $3.856 13.63% 380.80% -54.54%
2009 $0.802 3.75% -50.34% 47.84%
2008 $1.615 6.19% - 2.77%

Dividend Growth Chart for WisdomTree Dreyfus South African Rand Fund (SZR)

WisdomTree Dreyfus South African Rand Fund (SZR) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


WisdomTree Dreyfus South African Rand Fund (SZR) Historical Returns And Risk Info

From 07/09/2008 to 12/03/2012, the compound annualized total return (dividend reinvested) of WisdomTree Dreyfus South African Rand Fund (SZR) is 3.113%. Its cumulative total return (dividend reinvested) is 14.441%.

From 07/09/2008 to 12/03/2012, the Maximum Drawdown of WisdomTree Dreyfus South African Rand Fund (SZR) is 36.3%.

From 07/09/2008 to 12/03/2012, the Sharpe Ratio of WisdomTree Dreyfus South African Rand Fund (SZR) is 0.13.

From 07/09/2008 to 12/03/2012, the Annualized Standard Deviation of WisdomTree Dreyfus South African Rand Fund (SZR) is 23.6%.

From 07/09/2008 to 12/03/2012, the Beta of WisdomTree Dreyfus South African Rand Fund (SZR) is 1.18.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SZR (WisdomTree Dreyfus South African Rand Fund) NA -6.22% -1.51% NA NA NA NA 3.43%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 14.49% 10.77% 1.28% 6.37% 4.26% 8.18% 5.64%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 9.83% 7.79% 1.95% 6.65% 5.69% NA 5.09%
Data as of 12/03/2012, AR inception is 07/09/2008

Return Calculator for WisdomTree Dreyfus South African Rand Fund (SZR)

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WisdomTree Dreyfus South African Rand Fund (SZR) Historical Return Chart


Calculators


Dollar Cost Average Calculator for WisdomTree Dreyfus South African Rand Fund (SZR)

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Retirement Spending Calculator for WisdomTree Dreyfus South African Rand Fund (SZR)

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Rolling Returns


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 07/09/2008 to 12/03/2012, the worst annualized return of 3-year rolling returns for WisdomTree Dreyfus South African Rand Fund (SZR) is -1%.

Drawdowns


WisdomTree Dreyfus South African Rand Fund (SZR) Maximum Drawdown




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