Performance analysis of DEM (WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND)
Annual Return
Over the past 3 years, DEM has had an average annual return of +15.98%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DEM has had an average annual return of +9.57%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, DEM has had an average annual return of +8.98%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 13, 2007, DEM has had an average annual return of +4.84%, underperforming the benchmark SPY, which returned +10.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.77% | +21.31% | +4.49% | +20.94% | -10.37% | +11.49% | -5.82% | +19.88% | -7.69% | +26.25% | +22.45% | -21.46% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -13.32% | -6.97% | +15.56% | -10.39% | +24.62% | +58.13% | -34.60% | +2.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.17% | +4.33% | -3.50% | +5.50% | +5.23% | -1.17% | -2.14% | +14.77% | |||||
| 2025 | +1.82% | +0.03% | +3.04% | -0.26% | +4.27% | +4.82% | -0.49% | +2.19% | +1.61% | -0.09% | +1.48% | +1.21% | +21.31% |
| 2024 | -1.28% | +2.86% | +1.83% | +0.05% | +3.99% | +0.95% | -0.44% | +2.02% | +2.46% | -3.96% | -1.87% | -1.91% | +4.49% |
| 2023 | +8.64% | -4.47% | +2.63% | +1.03% | -2.48% | +4.53% | +6.68% | -5.24% | -0.32% | -2.72% | +6.91% | +5.19% | +20.94% |
| 2022 | +4.16% | -1.84% | -0.36% | -6.74% | +2.09% | -9.30% | -0.64% | -0.41% | -7.13% | -1.20% | +15.61% | -2.93% | -10.37% |
| 2021 | -1.29% | +4.51% | +4.95% | +1.72% | +3.32% | -0.65% | -2.45% | +2.15% | -1.98% | -0.87% | -2.98% | +5% | +11.49% |
| 2020 | -8.13% | -5.49% | -18.76% | +7.69% | +3.25% | +2.02% | +2.32% | +1.05% | -3.19% | -1.48% | +13.40% | +5.25% | -5.82% |
| 2019 | +10.46% | -2.06% | +1.16% | +1.51% | -4.11% | +5.91% | -2.48% | -4.66% | +2.24% | +3.95% | +0.21% | +7.31% | +19.88% |
| 2018 | +8.84% | -4.05% | +0.97% | -3.14% | -1.90% | -4.73% | +5.65% | -3.38% | +2.44% | -7.63% | +2.56% | -2.39% | -7.69% |
| 2017 | +4.91% | +1.97% | +2.28% | +0.73% | -0.21% | +0.86% | +4.40% | +3.55% | -0.80% | +1.27% | -0.34% | +5.16% | +26.25% |
Drawdown analysis of DEM (WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND)
The maximum drawdown for the DEM was -51.79%, occurring on Mar 2, 2009. Recovery took 274 trading sessions.
The current DEM drawdown is -5.47%.
Since Jul 13, 2007 DEM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 9 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.79% | May 19, 2008 | 197 | Mar 2, 2009 | 274 | Apr 1, 2010 | 471 |
| -47.00% | Apr 29, 2011 | 1188 | Jan 20, 2016 | 503 | Jan 18, 2018 | 1691 |
| -37.79% | Jan 13, 2020 | 45 | Mar 18, 2020 | 249 | Mar 15, 2021 | 294 |
| -27.12% | Feb 16, 2022 | 177 | Oct 31, 2022 | 326 | Feb 20, 2024 | 503 |
| -19.04% | Jan 26, 2018 | 191 | Oct 29, 2018 | 295 | Jan 2, 2020 | 486 |
| -18.43% | Apr 14, 2010 | 37 | Jun 7, 2010 | 68 | Sep 13, 2010 | 105 |
| -16.36% | Jul 23, 2007 | 18 | Aug 16, 2007 | 29 | Sep 27, 2007 | 47 |
| -15.64% | Oct 7, 2024 | 125 | Apr 8, 2025 | 41 | Jun 6, 2025 | 166 |
| -15.33% | Oct 31, 2007 | 66 | Feb 6, 2008 | 69 | May 15, 2008 | 135 |
| -9.48% | Jul 11, 2024 | 17 | Aug 5, 2024 | 35 | Sep 24, 2024 | 52 |
| -9.16% | Jun 4, 2021 | 122 | Nov 26, 2021 | 32 | Jan 12, 2022 | 154 |
| -7.89% | Feb 25, 2026 | 17 | Mar 20, 2026 | 19 | Apr 17, 2026 | 36 |
| -6.70% | Jan 3, 2011 | 50 | Mar 16, 2011 | 10 | Mar 30, 2011 | 60 |
| -6.36% | Nov 4, 2010 | 17 | Nov 30, 2010 | 22 | Dec 31, 2010 | 39 |
| -5.47% | Jun 2, 2026 | 32 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -5.30% | Sep 17, 2025 | 17 | Oct 10, 2025 | 21 | Nov 10, 2025 | 38 |
| -4.55% | Apr 9, 2024 | 5 | Apr 16, 2024 | 13 | May 3, 2024 | 18 |
| -3.94% | May 17, 2024 | 16 | Jun 11, 2024 | 15 | Jul 3, 2024 | 31 |
| -3.94% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.76% | Oct 18, 2007 | 1 | Oct 19, 2007 | 5 | Oct 26, 2007 | 6 |
| -3.67% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -3.39% | Jul 23, 2025 | 6 | Jul 31, 2025 | 9 | Aug 13, 2025 | 15 |
| -3.15% | Oct 15, 2010 | 2 | Oct 19, 2010 | 10 | Nov 2, 2010 | 12 |
| -3.10% | Nov 12, 2025 | 6 | Nov 20, 2025 | 23 | Dec 24, 2025 | 29 |
| -3.10% | Mar 15, 2021 | 7 | Mar 24, 2021 | 7 | Apr 5, 2021 | 14 |