WisdomTree Europe Hedged SmallCap Equity Fund (EUSC)
EUSC is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Europe Hedged SmallCap Equity Index. EUSC launched on Mar 4, 2015 and has a 0.58% expense ratio.
ETF Info
| ISIN | US97717X5529 |
|---|---|
| CUSIP | 97717X552 |
| Issuer | WisdomTree |
| Inception Date | Mar 4, 2015 |
| Region | Developed Europe (Broad) |
| Category | Europe Equities |
| Index Tracked | WisdomTree Europe Hedged SmallCap Equity Index |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Value |
Expense Ratio
The WisdomTree Europe Hedged SmallCap Equity Fund has a high expense ratio of 0.58%, 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 Europe Hedged SmallCap 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
WisdomTree Europe Hedged SmallCap Equity Fund had a return of 5.04% year-to-date (YTD) and 13.84% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 5.04% | 6.12% |
| 1 month | 1.73% | -1.08% |
| 6 months | 15.74% | 15.73% |
| 1 year | 13.84% | 22.34% |
| 5 years (annualized) | 7.74% | 11.82% |
| 10 years (annualized) | N/A | 10.53% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.33% | 1.16% | 5.34% | |||||||||
| 2023 | -3.22% | -2.60% | 8.38% | 3.72% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
WisdomTree Europe Hedged SmallCap Equity Fund(EUSC)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Europe Hedged SmallCap Equity Fund (EUSC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Europe Hedged SmallCap Equity Fund granted a 3.28% dividend yield in the last twelve months. The annual payout for that period amounted to $1.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.24 | $1.27 | $1.60 | $0.89 | $1.05 | $1.01 | $0.62 | $0.46 | $0.67 | $1.08 |
Dividend yield | 3.28% | 3.53% | 5.13% | 2.39% | 3.42% | 3.08% | 2.34% | 1.46% | 2.60% | 4.39% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Europe Hedged SmallCap 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.04 | |||||||||
| 2023 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.87 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.99 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.17 |
| 2021 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.14 |
| 2020 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.12 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.00 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.28 |
| 2015 | $0.44 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.54 |
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 Europe Hedged SmallCap 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 Europe Hedged SmallCap Equity Fund was 39.28%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.
The current WisdomTree Europe Hedged SmallCap Equity Fund drawdown is 2.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.28% | Feb 20, 2020 | 20 | Mar 18, 2020 | 229 | Feb 12, 2021 | 249 |
| -24.49% | Jan 5, 2022 | 194 | Oct 12, 2022 | 283 | Nov 29, 2023 | 477 |
| -20.68% | Jan 23, 2018 | 233 | Dec 24, 2018 | 211 | Oct 25, 2019 | 444 |
| -19.62% | Apr 16, 2015 | 209 | Feb 11, 2016 | 214 | Dec 15, 2016 | 423 |
| -5.4% | Nov 17, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
Volatility
Volatility Chart
The current WisdomTree Europe Hedged SmallCap Equity Fund volatility is 2.51%, 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.