Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IQDG (WisdomTree International Quality Dividend Growth Fund) | 1.91% | 10.44% | 9.99% | 3.50% | 7.34% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/07/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IQDG (WisdomTree International Quality Dividend Growth Fund) | 04/07/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.54 | 10.44 | 9.99 | 3.50 | 7.34 | NA | NA | … | … | 1.91 | 24.19 | -3.38 | 20.74 | -19.97 | 12.29 | 16.53 | 30.04 | -16.79 | 30.63 | -1.95 |
| Sharpe Ratio | NA | 0.48 | 0.42 | 0.06 | 0.33 | NA | NA | … | … | 0.10 | 1.26 | -0.51 | 1.26 | -0.85 | 0.87 | 0.56 | 2.52 | -1.27 | 3.86 | -0.17 |
| Standard Deviation(%) | NA | 16.37 | 15.90 | 17.80 | 17.59 | NA | NA | … | … | 20.48 | 17.01 | 13.84 | 13.70 | 25.17 | 14.06 | 29.08 | 11.34 | 14.41 | 7.79 | 16.66 |
| Draw Down(%) | NA | 12.35 | 18.12 | 34.96 | 34.96 | NA | NA | … | … | 12.35 | 15.38 | 12.69 | 12.79 | 32.99 | 8.77 | 31.35 | 7.02 | 24.70 | 3.38 | 10.79 |
| Yield(%) | 0.00 | 2.34 | 2.30 | 2.25 | 2.85 | 2.00 | 1.50 | … | … | 0.10 | 2.77 | 2.49 | 2.08 | 3.20 | 2.88 | 1.87 | 2.49 | 1.60 | 2.19 | 1.31 |
Data as of 06/05/2026, Common starting date is 04/07/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQDG (WisdomTree International Quality Dividend Growth Fund) |
-2.27%
Dec 2021 – Dec 2024 |
0.02%
Sep 2017 – Sep 2022 |
7.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IQDG (WisdomTree International Quality Dividend Growth Fund) |
19.38%
Dec 2018 – Dec 2021 |
13.09%
Dec 2016 – Dec 2021 |
7.75%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart