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DXJ: WisdomTree Japan Hedged Equity Fund (ETF)
Basic Info 169.25 4.24(2.44%) June 05
| Asset Class: | JAPAN STOCK |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 06/16/2006 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.48% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/16/2006 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 17.4 | 53.0 | 32.3 | 25.9 | 17.6 | 14.9 | 9.3 | 32.8 | 29.8 | 42.0 | 6.0 | 18.0 | 4.0 | 18.9 | -19.8 | 22.8 | 1.2 | 7.7 | 8.1 | 41.4 | 19.6 | -16.1 | -1.8 | 1.9 | -20.8 | -7.3 | 10.6 |
| Sharpe Ratio | NA | 2.56 | 2.95 | 1.51 | 1.26 | 0.8 | NA | 0.37 | 1.38 | 1.24 | 2.36 | 0.27 | 1.12 | 0.11 | 1.07 | -1.09 | 1.74 | 0.03 | 0.33 | 0.41 | 1.55 | 1.24 | -0.73 | -0.1 | 0.07 | -0.56 | -0.7 | 0.93 |
| Draw Down(%) | NA | 11.0 | 11.0 | 22.2 | 22.2 | 39.1 | NA | 49.6 | 16.6 | 22.2 | 8.7 | 11.8 | 8.3 | 33.9 | 13.1 | 26.5 | 8.4 | 24.2 | 20.6 | 11.8 | 19.2 | 18.7 | 25.0 | 19.0 | 27.7 | 41.1 | 14.6 | 9.7 |
| Standard Deviation(%) | NA | 19.7 | 17.3 | 20.4 | 19.0 | 20.3 | NA | 22.2 | 21.8 | 21.2 | 16.4 | 17.0 | 16.1 | 33.2 | 16.3 | 19.5 | 12.8 | 27.1 | 23.4 | 19.4 | 26.7 | 15.9 | 22.1 | 19.0 | 25.6 | 38.9 | 15.0 | 18.2 |
| Treynor Ratio | NA | 0.8 | 0.8 | 0.39 | 0.34 | 0.2 | NA | 0.1 | 0.37 | 0.31 | 0.63 | 0.09 | 0.31 | 0.03 | 0.16 | -0.21 | 0.3 | 0.01 | 0.06 | 0.07 | 0.32 | 0.2 | -0.19 | -0.02 | 0.02 | -0.29 | -0.14 | 0.27 |
| Alpha | NA | 0.03 | 0.07 | 0.05 | 0.06 | 0.03 | NA | 0.02 | 0.01 | 0.07 | 0.09 | 0.07 | 0.04 | -0.08 | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | 0.07 | 0.03 | 0.04 | -0.01 | -0.05 | -0.03 | 0.04 | -0.03 | 0.04 |
| Beta | NA | 0.63 | 0.64 | 0.78 | 0.7 | 0.82 | NA | 0.85 | 0.81 | 0.84 | 0.62 | 0.5 | 0.58 | 1.06 | 1.09 | 1.01 | 0.75 | 1.21 | 1.25 | 1.16 | 1.29 | 0.98 | 0.85 | 0.91 | 0.77 | 0.74 | 0.74 | 0.63 |
| RSquared | NA | 0.64 | 0.61 | 0.59 | 0.54 | 0.55 | NA | 0.61 | 0.63 | 0.59 | 0.32 | 0.5 | 0.46 | 0.68 | 0.63 | 0.74 | 0.22 | 0.6 | 0.78 | 0.67 | 0.74 | 0.71 | 0.76 | 0.6 | 0.6 | 0.65 | 0.75 | 0.43 |
| Yield(%) | N/A | 0.0 | 1.7 | 3.4 | 3.9 | 4.4 | 5.8 | N/A | 1.7 | 4.4 | 4.7 | 3.1 | 3.1 | 2.5 | 2.9 | 2.3 | 2.7 | 2.0 | 6.0 | 11.5 | 3.3 | 1.7 | 1.9 | 1.1 | 1.8 | 1.6 | 0.9 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -47.3 | 44.9 | 92.4 | N/A | N/A | N/A | -51.4 | 26.8 | 55.7 | 18.0 | 19.6 | 3.8 | -2.0 | -1.0 | 39.3 | -67.1 | -47.9 | 361.5 | 124.1 | -25.9 | 66.1 | -38.7 | -8.5 | 67.0 | 129.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/2006
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