WisdomTree U.S. Total Dividend Fund (DTD)

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The chart shows the growth of an initial investment of $10,000 in WisdomTree U.S. Total 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.

WisdomTree U.S. Total Dividend Fund (DTD) has returned 2.18% so far this year and 14.58% over the past 12 months. Over the last ten years, DTD has returned 11.56% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jun 16, 2006, DTD's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, your investment would double in approximately 6.9 years.

Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +11.6%, while the worst month was Oct 2008 at -16.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, DTD closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.2%.

WisdomTree U.S. Total Dividend Fund has an annualized alpha of 1.47%, beta of 0.89, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since June 19, 2006.

• This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (93.91%) than losses (91.01%) — typical of diversified or defensive assets.
• With beta of 0.89 and R² of 0.91, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DTD has an expense ratio of 0.28%, placing it in the medium range.

DTD ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree U.S. Total Dividend Fund provided a 1.98% dividend yield over the last twelve months, with an annual payout of $1.71 per share.

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

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.

The table below displays the maximum drawdowns of the WisdomTree U.S. Total 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 U.S. Total Dividend Fund was 58.19%, occurring on Mar 9, 2009. Recovery took 855 trading sessions.

The current WisdomTree U.S. Total Dividend Fund drawdown is 4.39%.

The chart below shows the rolling one-month volatility.