Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DIM (WisdomTree International MidCap Dividend Fund) | 9.17% | 12.75% | 6.02% | 10.96% | 4.22% | 5.28% | NA | 5.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIM (WisdomTree International MidCap Dividend Fund) | 06/16/2006 | 04/15/2025 |
The return data shown below all have the same latest date: 04/15/2025.
AR inception is since 06/16/2006.
AR inception is since 06/16/2006.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.42 | 12.75 | 6.02 | 10.96 | 4.22 | 5.28 | NA | 5.18 | 9.17 | 3.51 | 15.00 | -14.08 | 9.54 | -0.40 | 19.85 | -15.32 | 28.01 | 2.77 | 2.52 | -2.89 | 21.79 | 20.73 | -13.64 | 11.28 | 34.07 | -41.00 | 7.81 | 27.14 |
| Sharpe Ratio | NA | 12.49 | 5.88 | 44.59 | 14.00 | NA | NA | 17.16 | 109.94 | -24.11 | 80.45 | -74.72 | 77.84 | -1.95 | 158.48 | -120.11 | 355.03 | 13.76 | 16.67 | -25.68 | 159.65 | 115.91 | -49.34 | 44.54 | 107.85 | -95.47 | 24.65 | 442.71 |
| Standard Deviation(%) | NA | 16.64 | 16.62 | 16.44 | 17.37 | NA | NA | 21.24 | 23.11 | 12.78 | 13.47 | 20.77 | 12.23 | 32.22 | 11.64 | 13.90 | 7.75 | 18.64 | 14.94 | 11.33 | 13.63 | 18.00 | 27.70 | 25.14 | 31.50 | 43.78 | 19.63 | 11.89 |
| Draw Down(%) | NA | 12.37 | 24.39 | 30.70 | 40.89 | NA | NA | 61.36 | 12.37 | 9.49 | 11.33 | 29.68 | 8.39 | 38.31 | 10.02 | 23.35 | 2.06 | 12.55 | 15.59 | 13.92 | 9.29 | 15.80 | 26.35 | 20.14 | 28.96 | 53.60 | 14.20 | 5.35 |
| Yield(%) | 0.00 | 3.40 | 3.76 | 4.68 | 3.28 | 3.77 | 3.44 | 3.82 | 0.00 | 3.62 | 5.06 | 3.25 | 3.86 | 2.43 | 3.78 | 2.68 | 3.18 | 3.00 | 2.81 | 3.32 | 3.58 | 3.36 | 3.70 | 2.96 | 3.34 | 3.28 | 3.21 | 0.75 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIM (WisdomTree International MidCap Dividend Fund) |
-12.95%
May 2007 - May 2010 |
-6.83%
May 2007 - May 2012 |
2.12%
Dec 2006 - Dec 2016 |
0.79%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIM (WisdomTree International MidCap Dividend Fund) |
22.07%
Feb 2009 - Feb 2012 |
19.65%
Feb 2009 - Feb 2014 |
11.30%
Feb 2009 - Feb 2019 |
8.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart