WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L)
DFEP.L is a passive ETF by WisdomTree tracking the investment results of the MSCI Europe Small Cap NR EUR. DFEP.L launched on Nov 3, 2016 and has a 0.38% expense ratio.
ETF Info
ISIN | IE00BDF16114 |
---|---|
WKN | A2ARXA |
Issuer | WisdomTree |
Inception Date | Nov 3, 2016 |
Category | Europe Equities |
Index Tracked | MSCI Europe Small Cap NR EUR |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Value |
Expense Ratio
DFEP.L has a high expense ratio of 0.38%, indicating higher-than-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Europe SmallCap Dividend UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Europe SmallCap Dividend UCITS ETF Acc had a return of 2.99% year-to-date (YTD) and 7.36% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 2.99% | 7.50% |
1 month | 1.06% | -1.61% |
6 months | 14.05% | 17.65% |
1 year | 7.36% | 26.26% |
5 years (annualized) | 5.95% | 11.73% |
10 years (annualized) | N/A | 10.64% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.21% | -0.34% | 4.57% | -0.32% | ||||||||
2023 | -5.28% | 5.86% | 8.21% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DFEP.L is 29, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
WisdomTree Europe SmallCap Dividend UCITS ETF Acc(DFEP.L)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Europe SmallCap Dividend UCITS ETF Acc (DFEP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Europe SmallCap Dividend UCITS ETF Acc. 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 Europe SmallCap Dividend UCITS ETF Acc was 38.39%, occurring on Mar 18, 2020. Recovery took 187 trading sessions.
The current WisdomTree Europe SmallCap Dividend UCITS ETF Acc drawdown is 2.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-38.39% | Jan 3, 2020 | 54 | Mar 18, 2020 | 187 | Dec 29, 2020 | 241 |
-23.38% | Sep 7, 2021 | 267 | Sep 29, 2022 | — | — | — |
-20.91% | Jan 10, 2018 | 244 | Dec 24, 2018 | 251 | Dec 23, 2019 | 495 |
-5.11% | Jan 11, 2021 | 15 | Jan 29, 2021 | 11 | Feb 15, 2021 | 26 |
-4.26% | Oct 19, 2017 | 18 | Nov 15, 2017 | 32 | Jan 3, 2018 | 50 |
Volatility
Volatility Chart
The current WisdomTree Europe SmallCap Dividend UCITS ETF Acc volatility is 3.77%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.