WisdomTree Emerging Markets ESG Fund (RESE)
RESE is an actively managed ETF by WisdomTree. RESE launched on Apr 7, 2016 and has a 0.32% expense ratio.
ETF Info
| Issuer | WisdomTree |
|---|---|
| Inception Date | Apr 7, 2016 |
| Region | Emerging Markets (Broad) |
| Category | Asia Pacific Equities, Actively Managed |
| Leveraged | 1x |
| Index Tracked | No Index (Active) |
| Home Page | www.wisdomtree.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
RESE features an expense ratio of 0.32%, falling within the medium range.
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.
Popular comparisons: RESE vs. ESGD, RESE vs. VOO, RESE vs. IEMG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree Emerging Markets ESG 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
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 19.77% |
| 1 month | N/A | -0.67% |
| 6 months | N/A | 10.27% |
| 1 year | N/A | 31.07% |
| 5 years (annualized) | N/A | 13.22% |
| 10 years (annualized) | N/A | 10.92% |
Monthly Returns
The table below presents the monthly returns of RESE, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 8.18% | -7.04% | 2.54% | -0.78% | -1.40% | 4.24% | 4.91% | -5.83% | -2.81% | -3.17% | 7.95% | 4.31% | 10.08% |
| 2022 | -1.29% | -2.37% | -3.73% | -6.69% | 1.23% | -6.95% | -0.69% | -1.32% | -11.58% | 0.52% | 15.76% | -3.91% | -20.99% |
| 2021 | 3.16% | 2.02% | 0.43% | 2.09% | -99.79% | 49,189.56% | -4.95% | 1.76% | -5.70% | -0.55% | -1.00% | 1.78% | 1.05% |
| 2020 | -7.49% | -4.92% | -18.84% | 8.40% | 2.93% | 6.45% | 9.09% | 1.46% | 0.13% | 1.15% | 7.68% | 7.08% | 9.60% |
| 2019 | 10.02% | -1.01% | 1.44% | 1.25% | -5.77% | 6.27% | -2.28% | -3.67% | 2.81% | 3.93% | -0.43% | 6.71% | 19.71% |
| 2018 | 8.28% | -4.03% | -99.14% | 11,383.33% | -3.36% | -5.15% | 4.68% | -2.57% | -0.61% | -7.74% | 3.52% | -4.33% | -13.35% |
| 2017 | 5.00% | 2.32% | 2.10% | 1.40% | 1.01% | 0.04% | 4.00% | 3.21% | -1.44% | 2.35% | -0.22% | 3.31% | 25.44% |
| 2016 | -0.78% | 3.96% | 3.81% | 3,695.76% | -4.57% | 5.09% | 4.14% | 1.65% | 1.92% | -0.20% | -2.12% | 0.85% | 4,232.31% |
| 2015 | 4.20% | 0.80% | -0.79% | -1.61% | -2.45% | 0.00% | 2.51% | -1.64% | 0.82% | 4.96% | -0.00% | -0.00% | 6.71% |
| 2014 | -5.68% | -3.01% | -1.55% | -7.09% | 0.86% | -15.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Emerging Markets ESG Fund (RESE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree Emerging Markets ESG Fund provided a 0.65% dividend yield over the last twelve months, with an annual payout of $0.18 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.18 | $0.66 | $0.64 | $0.89 | $0.20 | $1.17 | $0.31 | $0.37 | $0.72 |
Dividend yield | 0.65% | 2.25% | 2.36% | 2.51% | 0.56% | 3.55% | 1.08% | 1.11% | 2.69% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Emerging Markets ESG 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 | |||||||||||
| 2023 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.18 | $0.66 |
| 2022 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.13 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.14 | $0.64 |
| 2021 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.36 | $0.00 | $0.00 | $0.27 | $0.89 |
| 2020 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.05 | $0.20 |
| 2019 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.59 | $0.00 | $0.00 | $0.25 | $1.17 |
| 2018 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.05 | $0.31 |
| 2017 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.08 | $0.37 |
| 2016 | $0.13 | $0.00 | $0.00 | $0.48 | $0.00 | $0.00 | $0.12 | $0.72 |
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 Emerging Markets ESG 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 ESG Fund was 99.91%, occurring on Jul 4, 2023. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.91% | Jun 2, 2021 | 535 | Jul 4, 2023 | — | — | — |
| -99.8% | Feb 18, 2021 | 73 | May 31, 2021 | 1 | Jun 1, 2021 | 74 |
| -99.79% | Jan 29, 2018 | 569 | Apr 10, 2020 | 169 | Dec 4, 2020 | 738 |
| -99.75% | Jan 15, 2021 | 2 | Jan 18, 2021 | 1 | Jan 19, 2021 | 3 |
| -99.75% | Feb 15, 2021 | 1 | Feb 15, 2021 | 1 | Feb 16, 2021 | 2 |
Volatility
Volatility Chart
The current WisdomTree Emerging Markets ESG Fund volatility is 967.94%, 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.