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WisdomTree International Hedged Dividend Growth Fu...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS97717X5941
CUSIP97717X594
IssuerWisdomTree
Inception DateMay 7, 2014
RegionBroad Asia (Broad)
CategoryForeign Large Cap Equities, Dividend
Index TrackedWisdomTree International Hedged Dividend Growth Index
Home Pagewww.wisdomtree.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The WisdomTree International Hedged Dividend Growth Fund has a high expense ratio of 0.58%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.58%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WisdomTree International Hedged Dividend Growth Fund

Popular comparisons: IHDG vs. IDV, IHDG vs. IGRO, IHDG vs. HAWX, IHDG vs. IQDG, IHDG vs. DEM, IHDG vs. VIGRX, IHDG vs. VXUS, IHDG vs. SCHY, IHDG vs. SCHD, IHDG vs. SWPPX

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.


-5.00%0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
16.14%
15.73%
IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree International Hedged Dividend Growth Fund had a return of 6.76% year-to-date (YTD) and 13.54% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date6.76%6.12%
1 month-0.95%-1.08%
6 months16.14%15.73%
1 year13.54%22.34%
5 years (annualized)11.07%11.82%
10 years (annualized)N/A10.53%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.83%4.51%3.28%
2023-2.66%-2.01%6.66%4.00%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IHDG is 71, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of IHDG is 7171
WisdomTree International Hedged Dividend Growth Fund(IHDG)
The Sharpe Ratio Rank of IHDG is 6868Sharpe Ratio Rank
The Sortino Ratio Rank of IHDG is 6767Sortino Ratio Rank
The Omega Ratio Rank of IHDG is 6666Omega Ratio Rank
The Calmar Ratio Rank of IHDG is 8383Calmar Ratio Rank
The Martin Ratio Rank of IHDG is 7171Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


IHDG
Sharpe ratio
The chart of Sharpe ratio for IHDG, currently valued at 1.36, compared to the broader market-1.000.001.002.003.004.005.001.36
Sortino ratio
The chart of Sortino ratio for IHDG, currently valued at 1.98, compared to the broader market-2.000.002.004.006.008.0010.001.98
Omega ratio
The chart of Omega ratio for IHDG, currently valued at 1.24, compared to the broader market1.001.502.002.501.24
Calmar ratio
The chart of Calmar ratio for IHDG, currently valued at 1.74, compared to the broader market0.002.004.006.008.0010.0012.001.74
Martin ratio
The chart of Martin ratio for IHDG, currently valued at 6.04, compared to the broader market0.0020.0040.0060.0080.006.04
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.005.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.65, compared to the broader market0.0020.0040.0060.0080.007.65

Sharpe Ratio

The current WisdomTree International Hedged Dividend Growth Fund Sharpe ratio is 1.36. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.36
1.89
IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree International Hedged Dividend Growth Fund granted a 1.71% dividend yield in the last twelve months. The annual payout for that period amounted to $0.77 per share.


PeriodTTM2023202220212020201920182017201620152014
Dividend$0.77$0.72$4.91$1.27$0.76$0.72$0.06$0.41$0.50$0.80$0.94

Dividend yield

1.71%1.70%13.79%2.77%1.94%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.22
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
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
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
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
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
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
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
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
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
2014$0.06$0.00$0.00$0.08$0.00$0.00$0.80

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-2.98%
-3.66%
IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (^GSPC)

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 2.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.24%Feb 20, 202018Mar 16, 2020144Oct 8, 2020162
-19.52%Jan 4, 2022183Sep 26, 2022147Apr 27, 2023330
-18.5%Aug 28, 201882Dec 24, 201879Apr 18, 2019161
-14.84%Apr 28, 2015201Feb 11, 2016251Feb 9, 2017452
-9.98%Jun 10, 201484Oct 15, 201424Nov 21, 2014108

Volatility

Volatility Chart

The current WisdomTree International Hedged Dividend Growth Fund volatility is 2.86%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
2.86%
3.44%
IHDG (WisdomTree International Hedged Dividend Growth Fund)
Benchmark (^GSPC)