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AUSE: WisdomTree Australia Dividend Fund (ETF)
Basic Info
| Asset Class: | Miscellaneous Region |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 12/24/2018 |
| 12-Mo. Yield | 2.93% |
| Expenses | 0.58% |
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Performance Analytics (As of 03/27/2019)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/16/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -46.9 | -46.9 | -11.9 | -10.5 | 3.6 | 0.8 | -39.7 | -16.5 | 20.9 | 19.3 | -10.8 | -6.7 | 4.5 | 20.2 | -10.9 | 12.7 | 76.2 | -46.4 | 19.9 | 27.9 |
| Sharpe Ratio | NA | -0.74 | -0.32 | -0.32 | 0.11 | 0.0 | -0.69 | -1.11 | 1.63 | 0.82 | -0.43 | -0.44 | 0.25 | 1.07 | -0.34 | 0.43 | 1.81 | -0.91 | 0.64 | 3.6 |
| Draw Down(%) | NA | 48.9 | 51.7 | 51.7 | 51.7 | 66.2 | 47.0 | 22.8 | 4.7 | 14.4 | 27.5 | 20.5 | 19.7 | 15.6 | 28.4 | 23.6 | 28.9 | 60.3 | 20.4 | 4.5 |
| Standard Deviation(%) | NA | 65.2 | 39.8 | 34.0 | 30.8 | 32.9 | 131.6 | 16.2 | 12.5 | 23.3 | 25.0 | 15.5 | 17.9 | 18.9 | 32.6 | 29.5 | 42.2 | 52.0 | 26.6 | 15.1 |
| Treynor Ratio | NA | -0.64 | -0.16 | -0.13 | 0.03 | 0.0 | -0.67 | -0.28 | 0.22 | 0.17 | -0.11 | -0.09 | 0.04 | 0.17 | -0.09 | 0.09 | 0.67 | -0.5 | 0.13 | 0.62 |
| Alpha | NA | -0.21 | -0.07 | -0.06 | -0.04 | -0.02 | -0.85 | -0.06 | 0.01 | 0.03 | -0.04 | -0.06 | -0.09 | 0.01 | -0.05 | -0.03 | 0.14 | -0.05 | 0.06 | 0.1 |
| Beta | NA | 0.76 | 0.81 | 0.87 | 1.12 | 1.06 | 1.35 | 0.64 | 0.92 | 1.15 | 0.95 | 0.75 | 1.01 | 1.17 | 1.25 | 1.47 | 1.14 | 0.94 | 1.3 | 0.88 |
| RSquared | NA | 0.06 | 0.1 | 0.17 | 0.4 | 0.45 | 0.04 | 0.46 | 0.24 | 0.42 | 0.35 | 0.31 | 0.39 | 0.62 | 0.8 | 0.81 | 0.54 | 0.55 | 0.62 | 0.29 |
| Yield(%) | N/A | 2.9 | 4.3 | 3.3 | 7.6 | N/A | 0.0 | 3.9 | 4.7 | 3.9 | 3.7 | 4.4 | 4.4 | 5.0 | 5.3 | 4.8 | 5.0 | 5.8 | 6.0 | 1.1 |
| Dividend Growth(%) | N/A | -48.6 | -6.3 | -26.2 | N/A | N/A | -100.0 | -6.7 | 45.6 | -10.3 | -24.7 | -2.7 | 0.6 | -20.2 | 15.2 | 68.5 | -58.6 | 7.4 | 622.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Miscellaneous Region Asset Class Trend Rankings |
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