PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
WisdomTree Emerging Markets ESG Fund (RESE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

Issuer

WisdomTree

Inception Date

Apr 7, 2016

Region

Emerging Markets (Broad)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Share Price Chart


Loading data...

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
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.


RESE (WisdomTree Emerging Markets ESG Fund)
Benchmark (^GSPC)

Returns By Period


RESE

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

23.56%

1M

0.49%

6M

11.03%

1Y

30.56%

5Y (annualized)

13.70%

10Y (annualized)

11.10%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20238.18%-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%
20213.16%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%
201910.02%-1.01%1.44%1.25%-5.77%6.27%-2.28%-3.67%2.81%3.93%-0.43%6.71%19.71%
20188.28%-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%
20175.00%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%
20154.20%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%

Expense Ratio

RESE features an expense ratio of 0.32%, falling within the medium range.


Expense ratio chart for RESE: current value at 0.32% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.32%

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.


Sharpe ratio
No data
RESE
^GSPC

There is not enough data available to calculate the Sharpe ratio for WisdomTree Emerging Markets ESG Fund. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.

Rolling 12-month Sharpe Ratio
RESE (WisdomTree Emerging Markets ESG Fund)
Benchmark (^GSPC)

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.


0.00%1.00%2.00%3.00%4.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
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.


RESE (WisdomTree Emerging Markets ESG Fund)
Benchmark (^GSPC)

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, 2021535Jul 4, 2023
-99.8%Feb 18, 202173May 31, 20211Jun 1, 202174
-99.79%Jan 29, 2018569Apr 10, 2020169Dec 4, 2020738
-99.75%Jan 15, 20212Jan 18, 20211Jan 19, 20213
-99.75%Feb 15, 20211Feb 15, 20211Feb 16, 20212

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.


RESE (WisdomTree Emerging Markets ESG Fund)
Benchmark (^GSPC)