Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DTN (WisdomTree U.S. Dividend ex-Financials Fund) | NA | -3.33% | 4.62% | 5.37% | 9.25% | 6.92% | NA | … | … |
Data as of 11/14/2022, Common starting date is 06/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTN (WisdomTree U.S. Dividend ex-Financials Fund) | 06/16/2006 | 11/14/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.84 | -3.33 | 4.62 | 5.37 | 9.25 | 6.92 | NA | … | … | -6.75 | 26.03 | -5.85 | 24.40 | -9.53 | 12.64 | 18.16 | -5.47 | 15.17 | 27.62 | 11.71 | 11.92 | 21.41 | 25.59 | -36.27 | -0.04 | 17.06 |
| Sharpe Ratio | NA | -0.21 | 0.16 | 0.21 | 0.51 | NA | NA | … | … | -0.42 | 2.12 | -0.16 | 1.83 | -0.73 | 1.71 | 1.34 | -0.37 | 1.57 | 2.66 | 1.11 | 0.64 | 1.35 | 0.80 | -0.87 | -0.18 | 3.76 |
| Standard Deviation(%) | NA | 20.26 | 25.34 | 21.47 | 17.20 | NA | NA | … | … | 21.03 | 12.28 | 37.12 | 12.55 | 14.90 | 7.07 | 13.36 | 14.82 | 9.63 | 10.38 | 10.58 | 18.70 | 15.83 | 31.84 | 42.62 | 17.03 | 8.11 |
| Draw Down(%) | NA | 19.08 | 41.15 | 41.15 | 41.15 | NA | NA | … | … | 19.08 | 5.58 | 41.15 | 8.44 | 19.07 | 4.04 | 8.28 | 14.03 | 5.64 | 5.66 | 8.23 | 15.45 | 10.65 | 36.74 | 46.86 | 11.22 | 2.29 |
| Yield(%) | 0.00 | 2.05 | 2.89 | 3.25 | 4.84 | 4.02 | 3.69 | … | … | 1.26 | 3.36 | 3.22 | 3.88 | 3.61 | 3.43 | 3.67 | 2.94 | 3.46 | 3.46 | 4.63 | 3.40 | 3.88 | 4.43 | 3.85 | 3.24 | 1.14 |
Data as of 11/14/2022, 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 |
|---|---|---|---|---|
| DTN (WisdomTree U.S. Dividend ex-Financials Fund) |
-9.84%
May 2007 – May 2010 |
-0.04%
May 2007 – May 2012 |
6.53%
May 2007 – May 2017 |
5.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTN (WisdomTree U.S. Dividend ex-Financials Fund) |
34.85%
Feb 2009 – Feb 2012 |
27.40%
Feb 2009 – Feb 2014 |
17.01%
Feb 2009 – Feb 2019 |
7.87%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart