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DOO: WisdomTree International Dividend ex-Financials Fund (ETF)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 09/29/2022 |
| 12-Mo. Yield | 4.24% |
| Expenses | 0.58% |
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Performance Analytics (As of 11/14/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 7.3 | -10.4 | -0.6 | 0.9 | 3.5 | 0.1 | 2.4 | -11.6 | 9.3 | -1.3 | 17.6 | -9.3 | 20.6 | 2.2 | -8.1 | -5.5 | 18.4 | 11.1 | -6.4 | 5.6 | 33.1 | -45.1 | 12.4 | 27.3 |
| Sharpe Ratio | NA | -0.55 | -0.05 | 0.0 | 0.18 | NA | 0.07 | -0.66 | 0.79 | -0.05 | 1.54 | -0.78 | 2.4 | 0.1 | -0.48 | -0.43 | 1.32 | 0.61 | -0.21 | 0.21 | 0.93 | -0.97 | 0.43 | 4.15 |
| Draw Down(%) | NA | 27.8 | 35.4 | 35.4 | 35.4 | NA | 66.0 | 27.8 | 8.5 | 35.4 | 7.7 | 17.2 | 3.1 | 10.8 | 18.6 | 16.5 | 10.2 | 15.8 | 24.1 | 20.2 | 33.4 | 57.6 | 13.9 | 5.1 |
| Standard Deviation(%) | NA | 20.7 | 22.5 | 19.0 | 17.0 | NA | 23.3 | 21.7 | 11.8 | 30.9 | 10.4 | 13.6 | 8.4 | 19.1 | 17.0 | 12.6 | 13.9 | 18.3 | 30.4 | 25.8 | 35.7 | 47.6 | 21.5 | 12.7 |
| Treynor Ratio | NA | -0.13 | -0.01 | 0.0 | 0.03 | NA | 0.02 | -0.16 | 0.12 | -0.02 | 0.18 | -0.11 | 0.2 | 0.02 | -0.08 | -0.05 | 0.19 | 0.11 | -0.06 | 0.05 | 0.28 | -0.43 | 0.08 | 0.64 |
| Alpha | NA | 0.01 | -0.01 | 0.0 | -0.01 | NA | 0.0 | 0.0 | 0.01 | -0.04 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.04 | -0.01 | -0.02 | 0.0 | 0.0 | 0.06 |
| Beta | NA | 0.9 | 0.93 | 0.93 | 0.95 | NA | 1.04 | 0.91 | 0.8 | 0.96 | 0.88 | 0.95 | 1.0 | 1.01 | 1.02 | 1.02 | 0.99 | 1.03 | 1.08 | 1.13 | 1.17 | 1.07 | 1.1 | 0.83 |
| RSquared | NA | 0.89 | 0.89 | 0.88 | 0.88 | NA | 0.89 | 0.89 | 0.83 | 0.9 | 0.86 | 0.84 | 0.75 | 0.9 | 0.9 | 0.84 | 0.86 | 0.89 | 0.91 | 0.89 | 0.92 | 0.89 | 0.91 | 0.61 |
| Yield(%) | N/A | 4.2 | 4.4 | 4.2 | 4.6 | 2.7 | N/A | 3.4 | 5.7 | 3.3 | 4.9 | 3.6 | 4.2 | 4.0 | 3.8 | 4.7 | 4.1 | 4.7 | 4.2 | 3.7 | 4.5 | 5.5 | 2.8 | 0.5 |
| Dividend Growth(%) | N/A | -24.0 | 12.3 | 4.6 | N/A | N/A | N/A | -38.2 | 62.8 | -22.9 | 15.3 | 0.6 | 6.4 | -7.5 | -26.8 | 26.1 | -8.5 | 1.7 | 12.9 | 5.5 | -59.5 | 117.0 | 689.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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