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WisdomTree Global High Dividend Fund (DEW)

ETF · Currency in USD
ISIN
US97717W8771
CUSIP
97717W877
Issuer
WisdomTree
Inception Date
Jun 16, 2006
Region
Developed Markets (Broad)
Category
Large Cap Value Equities
Expense Ratio
0.58%
Index Tracked
WisdomTree Global High Dividend Index
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

DEWPrice Chart


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DEWPerformance

The chart shows the growth of $10,000 invested in WisdomTree Global High Dividend Fund on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $19,825 for a total return of roughly 98.25%. All prices are adjusted for splits and dividends.


DEW (WisdomTree Global High Dividend Fund)
Benchmark (S&P 500)

DEWReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD3.28%-2.17%
1M7.18%0.62%
6M8.90%6.95%
1Y21.53%22.39%
5Y7.40%15.44%
10Y7.09%13.84%

DEWMonthly Returns Heatmap


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DEWSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree Global High Dividend Fund Sharpe ratio is 1.89. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


DEW (WisdomTree Global High Dividend Fund)
Benchmark (S&P 500)

DEWDividends

WisdomTree Global High Dividend Fund granted a 3.43% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $1.77 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.77$1.77$1.76$1.81$1.74$1.54$1.49$1.70$2.20$1.75$1.65$1.86$1.46

Dividend yield

3.43%3.55%4.26%4.07%4.71%3.73%4.15%5.42%6.55%5.01%5.45%7.03%5.37%

DEWDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DEW (WisdomTree Global High Dividend Fund)
Benchmark (S&P 500)

DEWWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree Global High Dividend Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree Global High Dividend Fund is 38.77%, recorded on Mar 23, 2020. It took 245 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.77%Jan 21, 202044Mar 23, 2020245Mar 12, 2021289
-24.48%Jul 7, 2014389Jan 20, 2016290Mar 17, 2017679
-23.47%May 2, 2011101Sep 22, 2011322Jan 4, 2013423
-18.61%Apr 16, 201037Jun 8, 201083Oct 5, 2010120
-18.14%Jan 29, 2018229Dec 24, 2018217Nov 4, 2019446
-12.39%Jan 15, 201015Feb 5, 201046Apr 14, 201061
-10.43%May 9, 201332Jun 24, 201355Sep 11, 201387
-9.4%Nov 5, 201017Nov 30, 201040Jan 27, 201157
-7.71%Oct 23, 201370Feb 3, 201439Mar 31, 2014109
-7.05%Mar 1, 201112Mar 16, 20119Mar 29, 201121

DEWVolatility Chart

Current WisdomTree Global High Dividend Fund volatility is 7.42%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DEW (WisdomTree Global High Dividend Fund)
Benchmark (S&P 500)

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