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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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DGSPerformance

The chart shows the growth of $10,000 invested in DGS on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,048 for a total return of roughly 70.48%. All prices are adjusted for splits and dividends.


0.00%50.00%100.00%150.00%200.00%250.00%20122014201620182020
70.48%
259.57%
S&P 500

DGSReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M4.81%
YTD8.83%
6M23.11%
1Y56.27%
5Y10.87%
10Y2.97%

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 3.78. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-2.00-1.000.001.002.003.004.0020122014201620182020
3.78

DGSDividends

WisdomTree Emerging Markets SmallCap Divdend Fund granted a 3.49% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $1.81 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.81$1.76$1.89$1.78$1.46$1.34$1.15$1.38$1.59$1.46$1.69$1.29
Dividend yield
3.49%3.69%3.95%4.24%2.81%3.42%3.28%3.20%3.45%2.95%4.10%2.37%

DGSDrawdowns Chart


-40.00%-30.00%-20.00%-10.00%0.00%20122014201620182020
0.00%

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 {{portfolioName}} 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
-4.13%Oct 16, 201738Dec 7, 201710Dec 21, 201748
-3.87%Aug 10, 20102Aug 11, 201015Sep 1, 201017
-3.72%Sep 20, 20177Sep 28, 201711Oct 13, 201718

DGSVolatility Chart

Current WisdomTree Emerging Markets SmallCap Divdend Fund volatility is 10.25%. 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%20122014201620182020
10.25%

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