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WisdomTree U.S. Dividend Growth Fund

DGRW
ETF · Currency in USD
ISIN
US97717X6691
CUSIP
97717X669
Issuer
WisdomTree
Inception Date
May 22, 2013
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.28%
Index Tracked
WisdomTree U.S. Dividend Growth Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

DGRWPrice Chart


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DGRWPerformance

The chart shows the growth of $10,000 invested in DGRW on May 23, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $27,296 for a total return of roughly 172.96%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%2014201620182020
172.96%
146.11%
S&P 500

DGRWReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.65%
YTD7.98%
6M15.46%
1Y43.15%
5Y15.85%
10Y13.63%

DGRWMonthly Returns Heatmap


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DGRWSharpe 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 U.S. Dividend Growth Fund Sharpe ratio is 3.02. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.005.002015201620172018201920202021
3.02

DGRWDividends

WisdomTree U.S. Dividend Growth Fund granted a 1.79% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.04 per share.


PeriodTTM20202019201820172016201520142013
Dividend$1.04$1.03$1.07$0.93$0.72$0.71$0.41$0.56$0.29
Dividend yield
1.79%1.91%2.20%2.42%1.73%2.13%1.33%1.79%1.06%

DGRWDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%2014201620182020
-0.31%

DGRWWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree U.S. Dividend Growth 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 {{portfolioName}} is 32.04%, recorded on Mar 23, 2020. It took 97 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-32.04%Jan 21, 202044Mar 23, 202097Aug 10, 2020141
-18.65%Sep 24, 201864Dec 24, 201876Apr 15, 2019140
-13.64%May 22, 201566Aug 25, 2015162Apr 18, 2016228
-11.07%Jan 29, 201839Mar 23, 2018110Aug 29, 2018149
-7.74%Apr 24, 201927May 31, 201923Jul 3, 201950
-7.64%Oct 13, 202014Oct 30, 20207Nov 10, 202021
-7.19%Sep 3, 202014Sep 23, 202013Oct 12, 202027
-7.05%Jan 2, 201422Feb 3, 201420Mar 4, 201442
-6.54%Sep 22, 201418Oct 15, 201412Oct 31, 201430
-6.19%Jul 30, 201912Aug 14, 201919Sep 11, 201931

DGRWVolatility Chart

Current WisdomTree U.S. Dividend Growth Fund volatility is 13.49%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%2014201620182020
13.49%

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