WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS)

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The chart shows the growth of an initial investment of $10,000 in WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) has returned 1.35% so far this year and 27.90% over the past 12 months. Over the last ten years, DDLS has returned 9.66% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 7, 2016, DDLS's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +10.1%, while the worst month was Mar 2020 at -18.8%. The longest winning streak lasted 16 consecutive months, and the longest losing streak was 3 months.

On a daily basis, DDLS closed higher 50% of trading days. The best single day was Mar 13, 2020 with a return of +8.7%, while the worst single day was Mar 16, 2020 at -13.4%.

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund has an annualized alpha of 1.42%, beta of 0.66, and R² of 0.60 versus S&P 500 Index. Calculated based on daily prices since January 08, 2016.

• This ETF participated in 73.23% of S&P 500 Index downside but only 68.34% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.66 indicates this ETF moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

DDLS has an expense ratio of 0.48%, placing it in the medium range.

DDLS ranks 86 for risk / return — in the top 86% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund (DDLS) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund provided a 3.70% dividend yield over the last twelve months, with an annual payout of $1.61 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund was 36.80%, occurring on Mar 23, 2020. Recovery took 222 trading sessions.

The current WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund drawdown is 7.20%.

The chart below shows the rolling one-month volatility.