PortfoliosLab logo

WisdomTree International Hedged Dividend Growth Fund

IHDG
ETF · Currency in USD
ISIN
US97717X5941
CUSIP
97717X594
Issuer
WisdomTree
Inception Date
May 7, 2014
Region
Broad Asia (Broad)
Category
Foreign Large Cap Equities
Expense Ratio
0.58%
Index Tracked
WisdomTree International Hedged Dividend Growth Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

IHDGPrice Chart


Click Calculate to get results
S&P 500

IHDGPerformance

The chart shows the growth of $10,000 invested in WisdomTree International Hedged Dividend Growth Fund on May 8, 2014 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $20,028 for a total return of roughly 100.28%. All prices are adjusted for splits and dividends.


IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (S&P 500)

IHDGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M3.55%
YTD10.33%
6M24.29%
1Y38.07%
5Y12.72%
10Y10.50%

IHDGMonthly Returns Heatmap


Click Calculate to get results

IHDGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree International Hedged Dividend Growth Fund Sharpe ratio is 2.64. A Sharpe ratio higher than 2.0 is considered very good.

The chart below displays rolling 12-month Sharpe Ratio.


IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (S&P 500)

IHDGDividends

WisdomTree International Hedged Dividend Growth Fund granted a 2.17% dividend yield in the last twelve months, as of Apr 24, 2021. The annual payout for that period amounted to $0.94 per share.


PeriodTTM2020201920182017201620152014
Dividend$0.94$0.77$0.72$0.06$0.41$0.50$0.80$0.94
Dividend yield
2.17%1.95%1.99%0.22%1.28%1.91%3.04%3.86%

IHDGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (S&P 500)

IHDGWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree International Hedged Dividend Growth Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree International Hedged Dividend Growth Fund is 29.24%, recorded on Mar 16, 2020. It took 144 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-29.24%Feb 20, 202018Mar 16, 2020144Oct 8, 2020162
-18.5%Aug 28, 201882Dec 24, 201879Apr 18, 2019161
-14.84%Apr 28, 2015201Feb 11, 2016251Feb 9, 2017452
-9.98%Jun 10, 201490Oct 15, 201427Nov 21, 2014117
-9.07%Jan 24, 201812Feb 8, 201887Jun 14, 201899
-7.12%Oct 13, 202012Oct 28, 20208Nov 9, 202020
-6.54%Dec 8, 20146Dec 15, 201425Jan 22, 201531
-5.68%Jul 30, 201912Aug 14, 201916Sep 6, 201928
-5.27%Apr 30, 201923May 31, 201921Jul 1, 201944
-4.27%Jan 21, 20209Jan 31, 20208Feb 12, 202017

IHDGVolatility Chart

Current WisdomTree International Hedged Dividend Growth Fund volatility is 13.00%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (S&P 500)

Portfolios with WisdomTree International Hedged Dividend Growth Fund


Loading data...

More Tools for WisdomTree International Hedged Dividend Growth Fund