Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DON (WisdomTree U.S. MidCap Dividend Fund) | 7.78% | 15.71% | 13.96% | 7.67% | 9.15% | 10.78% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DON (WisdomTree U.S. MidCap Dividend Fund) | 06/16/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 15.71 | 13.96 | 7.67 | 9.15 | 10.78 | NA | … | … | 7.78 | 3.86 | 14.20 | 14.04 | -4.72 | 30.29 | -5.39 | 23.31 | -8.24 | 14.86 | 20.35 | -0.81 | 15.30 | 33.25 | 14.41 | 5.29 | 21.61 | 31.93 | -32.27 | -5.85 | 14.77 |
| Sharpe Ratio | NA | 1.01 | 0.67 | 0.29 | 0.37 | NA | NA | … | … | 1.28 | 0.05 | 0.73 | 0.61 | -0.28 | 1.75 | -0.13 | 1.68 | -0.67 | 1.76 | 1.42 | -0.06 | 1.43 | 2.72 | 1.14 | 0.22 | 1.13 | 0.81 | -0.80 | -0.54 | 2.55 |
| Standard Deviation(%) | NA | 12.98 | 15.96 | 17.76 | 20.38 | NA | NA | … | … | 12.93 | 18.58 | 14.58 | 17.32 | 22.12 | 17.27 | 43.62 | 13.00 | 14.41 | 8.12 | 14.21 | 14.11 | 10.66 | 12.20 | 12.68 | 24.41 | 19.10 | 39.09 | 41.46 | 16.74 | 10.00 |
| Draw Down(%) | NA | 9.04 | 21.46 | 21.46 | 46.79 | NA | NA | … | … | 9.04 | 17.95 | 9.04 | 13.97 | 15.72 | 7.98 | 46.79 | 7.90 | 19.20 | 3.92 | 8.89 | 11.15 | 8.57 | 8.10 | 9.09 | 21.10 | 15.26 | 37.37 | 49.08 | 16.06 | 3.57 |
| Yield(%) | 0.00 | 2.65 | 2.98 | 2.69 | 3.38 | 5.03 | 4.72 | … | … | 0.78 | 2.58 | 2.53 | 2.69 | 2.51 | 2.73 | 2.55 | 2.86 | 2.27 | 2.50 | 2.93 | 3.05 | 2.90 | 2.89 | 3.96 | 2.47 | 3.32 | 3.42 | 3.68 | 2.77 | 1.47 |
Data as of 06/05/2026, Common starting date is 06/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DON (WisdomTree U.S. MidCap Dividend Fund) |
-8.48%
Jul 2006 – Jul 2009 |
-0.73%
Mar 2015 – Mar 2020 |
7.51%
Mar 2010 – Mar 2020 |
7.81%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DON (WisdomTree U.S. MidCap Dividend Fund) |
34.30%
Feb 2009 – Feb 2012 |
28.89%
Feb 2009 – Feb 2014 |
18.99%
Feb 2009 – Feb 2019 |
15.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart