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HEDJ: WisdomTree Europe Hedged Equity Fund (ETF)
Basic Info 56.02 0.68(1.20%) June 05
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (9%) |
| Start Date: | 12/31/2009 |
| Last Dividend Date: | 09/25/2025 |
| 12-Mo. Yield | 1.74% |
| Expenses | 0.58% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/31/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 5.6 | 14.8 | 14.4 | 10.8 | 10.6 | 9.4 | 8.8 | 21.4 | 5.3 | 26.9 | -10.1 | 23.5 | -3.4 | 27.5 | -9.3 | 13.5 | 9.7 | 5.8 | 4.7 | 20.5 | 18.7 | -9.2 | 3.4 | 0.0 |
| Sharpe Ratio | NA | 0.58 | 0.78 | 0.71 | 0.49 | 0.48 | NA | 0.42 | 0.98 | 0.12 | 1.74 | -0.53 | 1.86 | -0.1 | 1.91 | -0.74 | 1.26 | 0.46 | 0.26 | 0.31 | 1.45 | 1.13 | -0.39 | 0.16 | NA |
| Draw Down(%) | NA | 11.9 | 11.9 | 15.9 | 22.2 | 38.2 | NA | 38.2 | 15.9 | 12.1 | 10.5 | 22.2 | 7.0 | 38.2 | 8.6 | 17.0 | 7.4 | 13.8 | 21.1 | 12.0 | 11.0 | 12.9 | 21.9 | 13.4 | 0.0 |
| Standard Deviation(%) | NA | 19.1 | 15.5 | 15.7 | 16.7 | 18.5 | NA | 18.8 | 18.4 | 13.3 | 13.5 | 21.7 | 12.6 | 35.4 | 13.6 | 14.4 | 10.2 | 20.4 | 21.9 | 15.0 | 14.0 | 16.6 | 23.8 | 20.2 | 0.0 |
| Treynor Ratio | NA | 0.13 | 0.14 | 0.13 | 0.1 | 0.1 | NA | 0.1 | 0.2 | 0.02 | 0.31 | -0.15 | 0.29 | -0.04 | 0.26 | -0.12 | 0.17 | 0.11 | 0.06 | 0.05 | 0.25 | 0.32 | -0.16 | 0.05 | 1.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.03 | 0.01 | 0.04 | 0.01 | 0.04 | -0.03 | 0.01 | 0.02 | -0.02 | 0.04 | 0.03 | 0.05 | 0.0 | 0.02 | -0.01 | 0.0 | NA |
| Beta | NA | 0.88 | 0.85 | 0.87 | 0.82 | 0.88 | NA | 0.8 | 0.91 | 0.89 | 0.75 | 0.78 | 0.8 | 0.97 | 1.02 | 0.86 | 0.75 | 0.88 | 0.97 | 1.01 | 0.82 | 0.59 | 0.59 | 0.68 | NA |
| RSquared | NA | 0.79 | 0.7 | 0.69 | 0.73 | 0.75 | NA | 0.69 | 0.63 | 0.71 | 0.65 | 0.82 | 0.7 | 0.83 | 0.75 | 0.71 | 0.42 | 0.76 | 0.58 | 0.76 | 0.65 | 0.48 | 0.6 | 0.72 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.7 | 2.0 | 2.2 | 3.0 | 4.0 | N/A | 2.0 | 3.4 | 3.6 | 2.4 | 2.5 | 2.4 | 2.3 | 2.4 | 2.5 | 2.7 | 9.1 | 5.9 | 2.2 | 2.6 | 2.9 | 3.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -39.7 | -7.1 | 12.6 | N/A | N/A | N/A | -39.7 | -45.4 | 32.6 | 18.8 | -5.2 | 37.0 | -16.8 | 6.5 | 0.6 | -71.7 | 56.6 | 211.9 | -3.8 | -22.7 | -15.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/2009
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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