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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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S&P 500

DGRWPerformance

The chart shows the growth of $10,000 invested in WisdomTree U.S. Dividend Growth Fund on May 23, 2013 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $29,003 for a total return of roughly 190.03%. All prices are adjusted for splits and dividends.


DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (S&P 500)

DGRWReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.80%
6M12.93%
YTD14.73%
1Y31.00%
5Y15.84%
10Y13.93%

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 2.39. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (S&P 500)

DGRWDividends

WisdomTree U.S. Dividend Growth Fund granted a 1.73% dividend yield in the last twelve months, as of Jul 25, 2021. The annual payout for that period amounted to $1.06 per share.


PeriodTTM20202019201820172016201520142013
Dividend$1.06$1.03$1.07$0.93$0.72$0.71$0.41$0.56$0.29

Dividend yield

1.73%1.91%2.20%2.42%1.73%2.13%1.33%1.79%1.06%

DGRWDrawdowns Chart

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


DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (S&P 500)

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 WisdomTree U.S. Dividend Growth Fund 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 11.45%. 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.


DGRW (WisdomTree U.S. Dividend Growth Fund)
Benchmark (S&P 500)

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