WisdomTree UK Equity Income UCITS ETF (WUKD.L)
WUKD.L is a passive ETF by WisdomTree tracking the investment results of the FTSE AllSh TR GBP. WUKD.L launched on Sep 28, 2015 and has a 0.29% expense ratio.
ETF Info
IE00BYPGTJ26
A14YTZ
Sep 28, 2015
1x
FTSE AllSh TR GBP
Ireland
Distributing
Mid-Cap
Value
Expense Ratio
WUKD.L features an expense ratio of 0.29%, falling within the medium range.
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.
Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree UK Equity Income UCITS ETF, 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
WUKD.L
N/A
N/A
N/A
N/A
N/A
N/A
^GSPC (Benchmark)
2.90%
3.70%
10.94%
22.18%
12.41%
11.21%
Monthly Returns
The table below presents the monthly returns of WUKD.L, 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 | -3.90% | -3.58% | 6.39% | 1.74% | 5.72% | -1.36% | 6.33% | 0.16% | 0.79% | 12.02% | |||
2023 | 8.04% | 0.47% | -3.77% | 2.35% | -5.49% | -1.89% | 2.86% | -3.19% | 0.51% | -3.55% | 7.00% | 7.40% | 9.98% |
2022 | -0.35% | -0.77% | 1.62% | -0.53% | 0.38% | -7.64% | 4.31% | -3.61% | -8.26% | 3.06% | 8.70% | -1.08% | -5.29% |
2021 | 0.29% | 0.32% | 4.14% | 4.16% | 0.80% | 0.28% | 2.97% | 1.02% | -4.68% | 0.92% | 0.27% | 4.27% | 15.43% |
2020 | -2.42% | -9.60% | -21.63% | 3.88% | 2.55% | 2.80% | -4.77% | 1.83% | -2.17% | -3.30% | 9.56% | 3.75% | -21.07% |
2019 | 5.82% | 3.74% | 2.02% | 1.18% | -5.47% | 3.25% | 0.47% | -5.85% | 6.15% | -0.47% | 4.24% | 5.78% | 21.87% |
2018 | -3.45% | -2.98% | -0.76% | 7.17% | 2.09% | -1.28% | 0.75% | -2.72% | 1.54% | -4.06% | -2.93% | -3.49% | -10.18% |
2017 | -0.65% | 2.79% | 1.67% | -0.31% | 3.61% | -2.96% | 1.53% | 0.29% | -0.55% | 0.78% | -2.00% | 4.09% | 8.33% |
2016 | -2.17% | -0.05% | 3.18% | 1.41% | -0.72% | -1.14% | 4.69% | 2.94% | 0.35% | 0.05% | -0.99% | 4.03% | 11.92% |
2015 | -2.04% | -0.43% | -1.17% | -3.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WUKD.L is 57, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree UK Equity Income UCITS ETF (WUKD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
WisdomTree UK Equity Income UCITS ETF provided a 2.21% dividend yield over the last twelve months, with an annual payout of £0.10 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
---|---|---|---|---|---|---|---|---|---|
Dividend | £0.10 | £0.22 | £0.26 | £0.22 | £0.24 | £0.33 | £0.28 | £0.27 | £0.18 |
Dividend yield | 2.21% | 5.13% | 6.31% | 4.78% | 5.69% | 5.80% | 5.65% | 4.71% | 3.21% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree UK Equity Income UCITS ETF. 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 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.10 | £0.00 | £0.00 | £0.00 | £0.22 | ||
2023 | £0.11 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.11 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.22 |
2022 | £0.13 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.13 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.26 |
2021 | £0.10 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.22 |
2020 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.08 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.24 |
2019 | £0.16 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.17 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.33 |
2018 | £0.14 | £0.00 | £0.00 | £0.00 | £0.00 | £0.14 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.28 |
2017 | £0.12 | £0.00 | £0.00 | £0.00 | £0.00 | £0.15 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.27 |
2016 | £0.09 | £0.00 | £0.00 | £0.09 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.18 |
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 UK Equity Income UCITS ETF. 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 UK Equity Income UCITS ETF was 40.01%, occurring on Mar 23, 2020. Recovery took 1022 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-40.01% | Jan 21, 2020 | 44 | Mar 23, 2020 | 1022 | May 15, 2024 | 1066 |
-15.85% | May 23, 2018 | 111 | Dec 27, 2018 | 210 | Nov 28, 2019 | 321 |
-13.68% | Oct 13, 2015 | 74 | Feb 11, 2016 | 91 | Jul 13, 2016 | 165 |
-9.69% | Jan 10, 2018 | 39 | Mar 26, 2018 | 19 | May 4, 2018 | 58 |
-5.34% | Oct 6, 2016 | 17 | Nov 4, 2016 | 26 | Jan 3, 2017 | 43 |
Volatility
Volatility Chart
The current WisdomTree UK Equity Income UCITS ETF volatility is 3.35%, 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.