WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc (EGRA.L)
EGRA.L is a passive ETF by WisdomTree tracking the investment results of the MSCI EMU NR EUR. EGRA.L launched on Jun 29, 2016 and has a 0.29% expense ratio.
ETF Info
| ISIN | IE00BZ56TQ67 |
|---|---|
| Issuer | WisdomTree |
| Inception Date | Jun 29, 2016 |
| Category | Europe Equities |
| Index Tracked | MSCI EMU NR EUR |
| Asset Class | Equity |
Expense Ratio
EGRA.L has a high expense ratio of 0.29%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc, 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
WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc had a return of 6.34% year-to-date (YTD) and 10.17% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 6.34% | 11.18% |
| 1 month | 4.99% | 5.60% |
| 6 months | 11.99% | 17.48% |
| 1 year | 10.17% | 26.33% |
| 5 years (annualized) | 9.03% | 13.16% |
| 10 years (annualized) | N/A | 10.99% |
Monthly Returns
The table below presents the monthly returns of EGRA.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.70% | 2.12% | 0.93% | -2.16% | 6.34% | ||||||||
| 2023 | 8.86% | 1.22% | 3.53% | 1.06% | -2.64% | 4.23% | 0.62% | -2.62% | -4.43% | -2.18% | 7.84% | 3.78% | 19.94% |
| 2022 | -6.66% | -6.29% | -0.51% | -3.12% | 0.45% | -9.04% | 10.46% | -7.37% | -8.14% | 5.24% | 9.37% | -3.38% | -19.49% |
| 2021 | -0.95% | 0.04% | 8.07% | 3.55% | 4.27% | 2.04% | 2.82% | 2.23% | -4.27% | 3.48% | -1.96% | 3.83% | 25.06% |
| 2020 | -0.22% | -8.75% | -12.42% | 7.05% | 6.23% | 2.85% | 0.76% | 4.28% | 1.43% | -4.93% | 11.12% | 1.29% | 6.35% |
| 2019 | 8.33% | 4.44% | 2.00% | 5.49% | -7.05% | 6.03% | 0.70% | -1.88% | 2.93% | 2.91% | 4.13% | 1.25% | 32.39% |
| 2018 | 3.60% | -2.50% | -1.22% | 2.12% | 3.37% | -2.08% | 1.09% | -0.67% | -2.28% | -8.20% | -2.62% | -5.78% | -14.75% |
| 2017 | 0.94% | 4.03% | 4.93% | 3.56% | 1.97% | -3.12% | 1.05% | -0.37% | 4.98% | 3.28% | -1.76% | 0.35% | 21.31% |
| 2016 | 7.37% | 0.06% | 1.66% | -1.43% | -0.04% | 5.04% | 13.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EGRA.L is 35, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
EGRA.L (WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc (EGRA.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 Eurozone Quality Dividend Growth UCITS ETF - EUR Acc. 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 Eurozone Quality Dividend Growth UCITS ETF - EUR Acc was 35.48%, occurring on Mar 18, 2020. Recovery took 157 trading sessions.
The current WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc drawdown is 0.14%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.48% | Feb 13, 2020 | 25 | Mar 18, 2020 | 157 | Nov 11, 2020 | 182 |
| -30.24% | Nov 18, 2021 | 215 | Sep 29, 2022 | 408 | May 14, 2024 | 623 |
| -23.91% | Jun 15, 2018 | 137 | Dec 27, 2018 | 215 | Nov 4, 2019 | 352 |
| -8.38% | Jan 22, 2018 | 15 | Feb 9, 2018 | 65 | May 16, 2018 | 80 |
| -7.78% | Aug 16, 2021 | 37 | Oct 6, 2021 | 21 | Nov 4, 2021 | 58 |
Volatility
Volatility Chart
The current WisdomTree Eurozone Quality Dividend Growth UCITS ETF - EUR Acc volatility is 2.80%, 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.