WisdomTree Germany Hedged Equity Fund (DXGE)
DXGE is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Germany Hedged Equity Index. DXGE launched on Oct 17, 2013 and has a 0.48% expense ratio.
ETF Info
ISIN | US97717W4481 |
---|---|
CUSIP | 97717W448 |
Issuer | WisdomTree |
Inception Date | Oct 17, 2013 |
Region | North America (U.S.) |
Category | Europe Equities |
Index Tracked | WisdomTree Germany Hedged Equity Index |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
The WisdomTree Germany Hedged Equity Fund has a high expense ratio of 0.48%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Popular comparisons: DXGE vs. SPY, DXGE vs. SPLG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Germany Hedged Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Period | Return | Benchmark |
---|---|---|
Year-To-Date | N/A | 10.16% |
1 month | N/A | 3.47% |
6 months | N/A | 22.20% |
1 year | N/A | 30.45% |
5 years (annualized) | N/A | 13.16% |
10 years (annualized) | N/A | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -2.49% | -2.64% | -3.65% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for WisdomTree Germany Hedged Equity Fund (DXGE) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
WisdomTree Germany Hedged Equity Fund | — | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
WisdomTree Germany Hedged Equity Fund granted a 4.00% dividend yield in the last twelve months. The annual payout for that period amounted to $1.35 per share.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.35 | $1.22 | $1.38 | $1.01 | $0.81 | $0.78 | $0.86 | $0.97 | $0.50 | $0.41 |
Dividend yield | 4.00% | 3.87% | 3.84% | 3.27% | 2.54% | 2.96% | 2.66% | 3.39% | 1.86% | 1.55% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Germany Hedged Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 | $0.00 | $0.00 | $0.00 | $0.00 | ||
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.77 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.45 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.76 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
2020 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.25 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.00 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 |
2014 | $0.17 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Germany Hedged Equity 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 Germany Hedged Equity Fund was 41.81%, occurring on Mar 18, 2020. Recovery took 190 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.81% | Dec 17, 2019 | 63 | Mar 18, 2020 | 190 | Dec 28, 2020 | 253 |
-27.32% | Apr 13, 2015 | 212 | Feb 11, 2016 | 258 | Feb 21, 2017 | 470 |
-23% | Jan 6, 2022 | 183 | Sep 30, 2022 | 85 | Feb 2, 2023 | 268 |
-22.32% | Jan 24, 2018 | 232 | Dec 24, 2018 | 218 | Nov 6, 2019 | 450 |
-14.62% | Jun 20, 2014 | 81 | Oct 16, 2014 | 35 | Dec 5, 2014 | 116 |
Volatility
Volatility Chart
The current WisdomTree Germany Hedged Equity Fund volatility is 2.38%, 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.