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WisdomTree International MidCap Dividend Fund (DIM...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717W7781

CUSIP

97717W778

Issuer

WisdomTree

Inception Date

Jun 16, 2006

Region

Developed Markets (Broad)

Leveraged

1x

Index Tracked

WisdomTree International MidCap Dividend Index

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

DIM features an expense ratio of 0.58%, falling within the medium range.


Expense ratio chart for DIM: current value at 0.58% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.58%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
DIM vs. PID DIM vs. SPY DIM vs. DLS
Popular comparisons:
DIM vs. PID DIM vs. SPY DIM vs. DLS

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in WisdomTree International MidCap Dividend Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
1.24%
8.53%
DIM (WisdomTree International MidCap Dividend Fund)
Benchmark (^GSPC)

Returns By Period

WisdomTree International MidCap Dividend Fund had a return of 2.79% year-to-date (YTD) and 3.67% in the last 12 months. Over the past 10 years, WisdomTree International MidCap Dividend Fund had an annualized return of 4.13%, while the S&P 500 had an annualized return of 11.06%, indicating that WisdomTree International MidCap Dividend Fund did not perform as well as the benchmark.


DIM

YTD

2.79%

1M

-1.77%

6M

1.24%

1Y

3.67%

5Y*

2.18%

10Y*

4.13%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of DIM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.85%1.90%3.69%-3.14%4.80%-3.36%4.68%3.25%1.87%-4.91%0.33%2.79%
20238.00%-2.45%0.80%2.73%-4.93%3.40%4.39%-2.94%-3.21%-3.37%7.45%5.32%15.00%
2022-2.04%-2.49%0.17%-5.79%2.74%-8.91%3.24%-5.17%-12.06%5.15%12.65%-0.16%-14.09%
20210.02%2.42%3.14%1.53%2.98%-1.75%1.32%1.32%-2.74%1.73%-5.04%4.65%9.55%
2020-4.09%-8.28%-18.65%6.55%5.79%2.45%1.38%6.17%-2.12%-3.31%13.13%4.58%-0.40%
20197.74%1.98%-0.08%2.24%-5.91%5.45%-2.76%-2.69%3.76%4.58%1.34%3.43%19.85%
20184.91%-4.06%-0.84%1.35%-2.00%-2.93%2.09%-1.97%0.93%-8.23%0.07%-5.14%-15.32%
20174.08%1.27%3.30%3.52%3.21%0.54%3.04%0.08%1.52%1.88%0.92%1.67%28.01%
2016-5.86%-1.27%8.52%0.47%0.22%-5.26%5.43%0.98%1.01%-1.89%-1.15%2.39%2.77%
20151.92%5.38%-1.20%4.29%-0.02%-2.46%0.39%-6.62%-3.55%7.27%-0.84%-1.23%2.52%
2014-3.70%6.32%-0.04%1.44%1.62%1.13%-2.40%0.09%-5.74%0.41%0.25%-1.82%-2.89%
20133.68%-0.17%0.27%5.06%-3.17%-2.66%5.72%-1.91%8.29%3.39%-0.04%2.11%21.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of DIM is 28, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of DIM is 2828
Overall Rank
The Sharpe Ratio Rank of DIM is 2626
Sharpe Ratio Rank
The Sortino Ratio Rank of DIM is 2525
Sortino Ratio Rank
The Omega Ratio Rank of DIM is 2525
Omega Ratio Rank
The Calmar Ratio Rank of DIM is 3737
Calmar Ratio Rank
The Martin Ratio Rank of DIM is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree International MidCap Dividend Fund (DIM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for DIM, currently valued at 0.41, compared to the broader market0.002.004.000.412.10
The chart of Sortino ratio for DIM, currently valued at 0.64, compared to the broader market-2.000.002.004.006.008.0010.000.642.80
The chart of Omega ratio for DIM, currently valued at 1.08, compared to the broader market0.501.001.502.002.503.001.081.39
The chart of Calmar ratio for DIM, currently valued at 0.55, compared to the broader market0.005.0010.0015.000.553.09
The chart of Martin ratio for DIM, currently valued at 1.62, compared to the broader market0.0020.0040.0060.0080.00100.001.6213.49
DIM
^GSPC

The current WisdomTree International MidCap Dividend Fund Sharpe ratio is 0.41. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree International MidCap Dividend Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.41
2.10
DIM (WisdomTree International MidCap Dividend Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree International MidCap Dividend Fund provided a 3.67% dividend yield over the last twelve months, with an annual payout of $2.24 per share.


2.50%3.00%3.50%4.00%4.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.24$2.81$2.19$2.46$1.61$2.14$1.86$1.77$1.63$1.56$1.92$1.83

Dividend yield

3.67%4.62%3.96%3.65%2.53%3.26%3.28%2.57%2.94%2.81%3.46%3.10%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree International MidCap Dividend Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.11$0.00$0.00$1.14$0.00$0.00$0.37$0.00$0.00$0.00$1.61
2023$0.00$0.00$0.44$0.00$0.00$1.42$0.00$0.00$0.33$0.00$0.00$0.63$2.81
2022$0.00$0.00$0.10$0.00$0.00$1.28$0.00$0.00$0.30$0.00$0.00$0.52$2.19
2021$0.00$0.00$0.07$0.00$0.00$1.11$0.00$0.00$0.85$0.00$0.00$0.43$2.46
2020$0.00$0.00$0.15$0.00$0.00$0.58$0.00$0.00$0.49$0.00$0.00$0.40$1.61
2019$0.00$0.00$0.21$0.00$0.00$1.06$0.00$0.00$0.49$0.00$0.00$0.39$2.14
2018$0.00$0.00$0.10$0.00$0.00$1.04$0.00$0.00$0.36$0.00$0.00$0.37$1.86
2017$0.00$0.00$0.11$0.00$0.00$0.90$0.00$0.00$0.41$0.00$0.00$0.36$1.77
2016$0.00$0.00$0.16$0.00$0.00$0.87$0.00$0.00$0.30$0.00$0.00$0.31$1.63
2015$0.00$0.00$0.10$0.00$0.00$0.83$0.00$0.00$0.34$0.00$0.00$0.29$1.56
2014$0.00$0.00$0.28$0.00$0.00$1.05$0.00$0.00$0.33$0.00$0.00$0.27$1.92
2013$0.23$0.00$0.00$1.18$0.00$0.00$0.34$0.00$0.00$0.08$1.83

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.00%
-2.62%
DIM (WisdomTree International MidCap Dividend Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree International MidCap Dividend Fund. 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 International MidCap Dividend Fund was 61.45%, occurring on Mar 9, 2009. Recovery took 1162 trading sessions.

The current WisdomTree International MidCap Dividend Fund drawdown is 9.00%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.45%Nov 1, 2007339Mar 9, 20091162Oct 18, 20131501
-40.89%Jan 29, 2018541Mar 23, 2020245Mar 12, 2021786
-30.71%Sep 7, 2021278Oct 12, 2022399May 15, 2024677
-20.57%May 18, 2015187Feb 11, 2016275Mar 16, 2017462
-14.2%Jul 13, 200725Aug 16, 200751Oct 29, 200776

Volatility

Volatility Chart

The current WisdomTree International MidCap Dividend Fund volatility is 3.44%, 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.


2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.44%
3.79%
DIM (WisdomTree International MidCap Dividend Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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