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WisdomTree Emerging Markets SmallCap Divdend Fund

DGS
ETF · Currency in USD
ISIN
US97717W2816
CUSIP
97717W281
Issuer
WisdomTree
Inception Date
Oct 30, 2007
Region
Emerging Markets (Broad)
Category
Asia Pacific Equities
Expense Ratio
0.63%
Index Tracked
WisdomTree Emerging Markets SmallCap Dividend Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

DGSPrice Chart


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S&P 500

DGSPerformance

The chart shows the growth of $10,000 invested in WisdomTree Emerging Markets SmallCap Divdend Fund on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $18,002 for a total return of roughly 80.02%. All prices are adjusted for splits and dividends.


DGS (WisdomTree Emerging Markets SmallCap Divdend Fund)
Benchmark (S&P 500)

DGSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.63%
6M14.39%
YTD14.92%
1Y35.53%
5Y9.49%
10Y3.79%

DGSMonthly Returns Heatmap


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DGSSharpe 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 Emerging Markets SmallCap Divdend Fund Sharpe ratio is 2.68. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


DGS (WisdomTree Emerging Markets SmallCap Divdend Fund)
Benchmark (S&P 500)

DGSDividends

WisdomTree Emerging Markets SmallCap Divdend Fund granted a 3.67% dividend yield in the last twelve months, as of Jul 31, 2021. The annual payout for that period amounted to $1.98 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.98$1.76$1.89$1.78$1.46$1.34$1.15$1.38$1.59$1.46$1.69$1.29

Dividend yield

3.67%3.69%3.95%4.24%2.81%3.42%3.28%3.20%3.45%2.95%4.10%2.37%

DGSDrawdowns Chart

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


DGS (WisdomTree Emerging Markets SmallCap Divdend Fund)
Benchmark (S&P 500)

DGSWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree Emerging Markets SmallCap Divdend 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 Emerging Markets SmallCap Divdend Fund is 44.08%, recorded on Mar 23, 2020. It took 230 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.08%Jan 29, 2018541Mar 23, 2020230Feb 19, 2021771
-35.8%May 9, 2013681Jan 21, 2016371Jul 12, 20171052
-30.83%May 2, 2011108Oct 3, 2011398May 6, 2013506
-15.66%Apr 16, 201029May 26, 201046Aug 2, 201075
-12.49%Jan 20, 201014Feb 8, 201037Apr 1, 201051
-11.36%Jan 6, 201148Mar 16, 201115Apr 6, 201163
-6.37%Nov 5, 201015Nov 26, 201024Dec 31, 201039
-5.26%May 10, 20216May 17, 202110Jun 1, 202116
-4.13%Oct 16, 201738Dec 7, 201710Dec 21, 201748
-3.87%Aug 10, 20102Aug 11, 201015Sep 1, 201017

DGSVolatility Chart

Current WisdomTree Emerging Markets SmallCap Divdend Fund volatility is 12.31%. 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.


DGS (WisdomTree Emerging Markets SmallCap Divdend Fund)
Benchmark (S&P 500)

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