WisdomTree International Hedged Dividend Growth Fund (IHDG)
IHDG is a passive ETF by WisdomTree tracking the investment results of the WisdomTree International Hedged Dividend Growth Index. IHDG launched on May 7, 2014 and has a 0.58% expense ratio.
ETF Info
US97717X5941
97717X594
May 7, 2014
Broad Asia (Broad)
1x
WisdomTree International Hedged Dividend Growth Index
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree International Hedged Dividend Growth 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 International Hedged Dividend Growth Fund had a return of 5.19% year-to-date (YTD) and 10.57% in the last 12 months. Over the past 10 years, WisdomTree International Hedged Dividend Growth Fund had an annualized return of 8.93%, while the S&P 500 had an annualized return of 11.13%, indicating that WisdomTree International Hedged Dividend Growth Fund did not perform as well as the benchmark.
IHDG
5.19%
-3.80%
-4.60%
10.57%
9.04%
8.93%
^GSPC (Benchmark)
24.05%
1.08%
11.50%
30.38%
13.77%
11.13%
Monthly Returns
The table below presents the monthly returns of IHDG, 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 | 1.83% | 4.51% | 3.28% | -3.13% | 3.01% | 0.16% | -0.00% | 1.75% | -1.26% | -3.57% | 5.19% | ||
2023 | 7.66% | -1.10% | 4.35% | 2.56% | -2.82% | 3.17% | 0.67% | -1.41% | -2.66% | -2.01% | 6.67% | 4.00% | 20.00% |
2022 | -5.68% | -2.85% | 3.30% | -3.80% | 0.56% | -8.28% | 8.42% | -5.23% | -5.83% | 5.02% | 8.12% | -4.13% | -11.53% |
2021 | 0.80% | 0.93% | 3.79% | 3.09% | 1.95% | 2.44% | 2.86% | 0.86% | -4.59% | 3.08% | -1.30% | 4.61% | 19.75% |
2020 | -1.18% | -6.99% | -9.18% | 7.62% | 6.48% | 1.74% | -0.68% | 2.67% | 2.66% | -3.69% | 8.29% | 4.03% | 10.51% |
2019 | 7.98% | 4.13% | 3.10% | 3.26% | -5.17% | 4.80% | 1.56% | -0.63% | 2.29% | 1.78% | 4.00% | 2.63% | 33.42% |
2018 | 1.21% | -3.85% | 0.11% | 1.77% | 2.21% | -0.81% | 2.80% | -0.34% | -1.47% | -6.48% | -0.13% | -7.17% | -12.03% |
2017 | 1.44% | 3.78% | 3.32% | 3.28% | 3.02% | -2.05% | -0.07% | 1.39% | 2.72% | 3.07% | -0.70% | 0.97% | 21.93% |
2016 | -2.00% | -3.51% | 2.75% | -0.23% | 3.56% | -1.96% | 3.39% | -0.68% | 0.70% | -2.69% | 0.12% | 2.57% | 1.68% |
2015 | 3.74% | 6.29% | 0.77% | 1.46% | 1.93% | -5.33% | 4.86% | -7.45% | -1.52% | 7.39% | 2.32% | -2.09% | 11.87% |
2014 | 2.56% | -0.99% | -1.26% | 1.36% | -1.65% | -0.28% | 2.74% | -1.45% | 0.91% |
Expense Ratio
IHDG features an expense ratio of 0.58%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IHDG is 32, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree International Hedged Dividend Growth Fund (IHDG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree International Hedged Dividend Growth Fund provided a 1.76% dividend yield over the last twelve months, with an annual payout of $0.77 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.77 | $0.72 | $4.91 | $1.27 | $0.77 | $0.72 | $0.06 | $0.41 | $0.50 | $0.80 | $0.94 |
Dividend yield | 1.76% | 1.70% | 13.79% | 2.77% | 1.95% | 1.99% | 0.22% | 1.28% | 1.91% | 3.04% | 3.86% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree International Hedged Dividend Growth 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 | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.65 | |
2023 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.72 |
2022 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.68 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $3.55 | $4.91 |
2021 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.52 | $0.00 | $0.00 | $0.19 | $1.27 |
2020 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.35 | $0.77 |
2019 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.32 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.20 | $0.72 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
2017 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.41 |
2016 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.50 |
2015 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.34 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.34 | $0.80 |
2014 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.80 | $0.94 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree International Hedged Dividend Growth 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 International Hedged Dividend Growth Fund was 29.24%, occurring on Mar 16, 2020. Recovery took 144 trading sessions.
The current WisdomTree International Hedged Dividend Growth Fund drawdown is 6.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-29.24% | Feb 20, 2020 | 18 | Mar 16, 2020 | 144 | Oct 8, 2020 | 162 |
-19.52% | Jan 4, 2022 | 183 | Sep 26, 2022 | 147 | Apr 27, 2023 | 330 |
-18.5% | Aug 28, 2018 | 82 | Dec 24, 2018 | 79 | Apr 18, 2019 | 161 |
-14.84% | Apr 28, 2015 | 201 | Feb 11, 2016 | 251 | Feb 9, 2017 | 452 |
-9.98% | Jun 10, 2014 | 84 | Oct 15, 2014 | 24 | Nov 21, 2014 | 108 |
Volatility
Volatility Chart
The current WisdomTree International Hedged Dividend Growth Fund volatility is 3.12%, 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.