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ISIN
US97717X8671
CUSIP
97717X867
Inception Date
Aug 9, 2010
Region
Emerging Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$138M

Share Price Chart


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Performance

ELD Performance Chart

WisdomTree Emerging Markets Local Debt Fund (ELD) is up 0.8% since the beginning of the year. ELD is currently trading at $29 per share. Investors who bought $1,000 worth of ELD shares 5 years ago would now be looking at an investment worth $1,146.


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S&P 500 Index

Returns By Period

WisdomTree Emerging Markets Local Debt Fund (ELD) has returned 0.81% so far this year and 10.18% over the past 12 months. Over the last ten years, ELD has returned 2.85% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


WisdomTree Emerging Markets Local Debt Fund

1D
-0.97%
1M
0.80%
YTD
0.81%
6M
1.76%
1Y
10.18%
3Y*
6.94%
5Y*
2.77%
10Y*
2.85%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ELD Monthly Returns History

Based on dividend-adjusted daily data since Aug 9, 2010, ELD's average daily return is +0.01%, while the average monthly return is +0.16%. At this rate, an investment would double in approximately 36.1 years.

Historically, 54% of months were positive and 46% were negative. The best month was Mar 2016 with a return of +9.0%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ELD closed higher 51% of trading days. The best single day was Apr 7, 2020 with a return of +5.1%, while the worst single day was Mar 18, 2020 at -7.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.11%1.33%-6.54%4.11%-0.19%0.31%0.81%
20252.38%0.97%3.49%0.95%1.65%3.22%-1.21%3.22%2.19%-0.32%1.57%1.86%21.77%
2024-1.10%-0.69%0.61%-3.03%1.87%-1.22%1.38%2.60%3.28%-4.91%-0.60%-2.52%-4.56%
20235.75%-3.89%4.41%0.23%-0.67%3.61%3.44%-2.96%-3.98%-0.87%5.33%3.76%14.29%
2022-0.07%-4.94%-0.58%-5.69%2.70%-4.09%1.51%0.56%-6.04%-0.33%6.63%1.46%-9.25%
2021-2.10%-2.40%-2.55%1.77%2.31%-1.03%-0.40%0.42%-3.07%-1.13%-2.91%1.07%-9.75%

Benchmark Metrics

WisdomTree Emerging Markets Local Debt Fund has an annualized alpha of -1.49%, beta of 0.25, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since August 09, 2010.

  • This ETF participated in 61.27% of S&P 500 Index downside but only 30.97% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.25 may look defensive, but with R2 of 0.16 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.16 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.49%
Beta
0.25
0.16
Upside Capture
30.97%
Downside Capture
61.27%

Expense Ratio

ELD has an expense ratio of 0.55%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ELD ranks 33 for risk / return — below 33% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


ELD Risk / Return Rank: 3333
Overall Rank
ELD Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
ELD Sortino Ratio Rank: 3535
Sortino Ratio Rank
ELD Omega Ratio Rank: 3333
Omega Ratio Rank
ELD Calmar Ratio Rank: 3030
Calmar Ratio Rank
ELD Martin Ratio Rank: 3333
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for WisdomTree Emerging Markets Local Debt Fund (ELD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ELDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.83

Sortino ratioReturn per unit of downside risk

-0.96

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.15

Calmar ratioReturn relative to maximum drawdown

1.43

2.78

-1.35

Martin ratioReturn relative to average drawdown

4.85

12.44

-7.59

Dividends

Dividend History

WisdomTree Emerging Markets Local Debt Fund provided a 5.82% dividend yield over the last twelve months, with an annual payout of $1.67 per share. The fund has been increasing its distributions for 2 consecutive years.


5.00%5.50%6.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.67$1.57$1.46$1.36$1.37$1.49$1.64$1.77$2.11$1.80$1.74$1.91

Dividend yield

5.82%5.38%5.75%4.85%5.29%4.98%4.70%4.92%6.30%4.68%4.86%5.57%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree Emerging Markets Local Debt Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.15$0.15$0.15$0.15$0.15$0.00$0.73
2025$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.14$0.15$0.15$0.15$1.57
2024$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.13$0.13$0.13$0.13$1.46
2023$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.11$0.12$0.12$0.12$0.12$1.36
2022$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.11$0.11$0.11$0.11$1.37
2021$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.12$0.12$0.12$0.12$0.12$1.49

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Emerging Markets Local Debt 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 Emerging Markets Local Debt Fund was 31.92%, occurring on Jan 20, 2016. Recovery took 2489 trading sessions.

The current WisdomTree Emerging Markets Local Debt Fund drawdown is 2.68%.


Related event

Drawdown

Fall

Recovery

Underwater

2016 bear market2016
-31.92%Jan 2016
2y 8mo9y 10mo
12y 7moMay 2013 - Dec 2025
2011 correction2011
-12.91%Sep 2011
1mo 21d11mo 27d
1y 1moAug 2011 - Sep 2012
2026 pullback2026
-7.15%Mar 2026
1mo 8d
4mo 6dFeb 2026 - now
2011 pullback2011
-5.51%Jan 2011
2mo 24d2mo 10d
5mo 4dNov 2010 - Apr 2011
2011 pullback2011
-2.42%May 2011
14d1mo 16d
2moMay 2011 - Jul 2011

Drawdown Indicators


ELDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-31.92%

-56.78%

+24.86%

Max Drawdown (1Y)

Largest decline over 1 year

-7.15%

-9.10%

+1.95%

Max Drawdown (3Y)

Largest decline over 3 years

-10.89%

-18.90%

+8.01%

Max Drawdown (5Y)

Largest decline over 5 years

-22.06%

-25.43%

+3.37%

Max Drawdown (10Y)

Largest decline over 10 years

-25.15%

-33.92%

+8.77%

Current Drawdown

Current decline from peak

-2.68%

-1.80%

-0.88%

Average Drawdown

Average peak-to-trough decline

-13.28%

-10.71%

-2.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.10%

2.03%

+0.07%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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