Performance analysis of DES (WISDOMTREE U.S. SMALLCAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DES has had an average annual return of +13.94%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DES has had an average annual return of +8.41%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, DES has had an average annual return of +8.12%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jun 16, 2006, DES has had an average annual return of +7.93%, underperforming the benchmark SPY, which returned +11.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.78% | +0.26% | +9.92% | +16.48% | -10.98% | +26.48% | -4.26% | +20.26% | -12.83% | +8.63% | +31.39% | -5.71% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +7.57% | +36.73% | +18.31% | -2.03% | +27% | +22.17% | -28.19% | -12.43% | +16.40% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.90% | +3.63% | -2.75% | +7.68% | -0.25% | +6.07% | +0.03% | +22.78% | |||||
| 2025 | +0.83% | -2.83% | -4.63% | -5.27% | +3.16% | +2.53% | +0.55% | +7.29% | -0.96% | -2.87% | +3.11% | +0.08% | +0.26% |
| 2024 | -4.03% | +1.73% | +4.49% | -5.48% | +3.83% | -1.98% | +12.25% | -1.47% | +0.86% | -1.44% | +10.34% | -7.67% | +9.92% |
| 2023 | +9.75% | -1.36% | -6.75% | -2.42% | -4.12% | +8.60% | +6.64% | -3.26% | -4.31% | -4.54% | +8.37% | +11.20% | +16.48% |
| 2022 | -3.77% | +0.57% | +0.53% | -6.58% | +3.34% | -7.63% | +7.80% | -4.84% | -10.33% | +13.76% | +4.46% | -6.13% | -10.98% |
| 2021 | +1.88% | +8.64% | +5.88% | +2.28% | +3.22% | -2.50% | -1.25% | +1.72% | -3.07% | +3.66% | -1.85% | +5.86% | +26.48% |
| 2020 | -6.58% | -10.10% | -24.95% | +13.47% | +1.18% | +3.31% | +1.87% | +4.24% | -5.52% | +2.84% | +15.28% | +7.66% | -4.26% |
| 2019 | +11.09% | +4.13% | -2.84% | +2.56% | -9.02% | +6.40% | +0.65% | -4.62% | +6.15% | +1.53% | +1.97% | +2.16% | +20.26% |
| 2018 | -0.24% | -5.98% | +1.06% | +2.03% | +4.44% | +2.12% | +1.48% | +1.94% | -2.10% | -7.57% | +1.96% | -11.45% | -12.83% |
| 2017 | -1.41% | +0.36% | -0.81% | +1.51% | -3.29% | +2.34% | +1.23% | -2.47% | +6.65% | +0.73% | +4.04% | -0.16% | +8.63% |
Drawdown analysis of DES (WISDOMTREE U.S. SMALLCAP DIVIDEND FUND)
The maximum drawdown for the DES was -65.45%, occurring on Mar 9, 2009. Recovery took 734 trading sessions.
The current DES drawdown is -1.48%.
Since Jun 16, 2006 DES has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.45% | Jun 4, 2007 | 444 | Mar 9, 2009 | 734 | Feb 3, 2012 | 1178 |
| -45.63% | Aug 21, 2018 | 398 | Mar 23, 2020 | 206 | Jan 14, 2021 | 604 |
| -25.16% | Nov 25, 2024 | 90 | Apr 8, 2025 | 207 | Feb 4, 2026 | 297 |
| -21.70% | Nov 15, 2021 | 220 | Sep 30, 2022 | 303 | Dec 14, 2023 | 523 |
| -19.34% | Jun 23, 2015 | 145 | Jan 20, 2016 | 67 | Apr 26, 2016 | 212 |
| -9.64% | Jan 23, 2018 | 12 | Feb 8, 2018 | 79 | Jun 4, 2018 | 91 |
| -9.48% | Jul 1, 2014 | 71 | Oct 10, 2014 | 18 | Nov 5, 2014 | 89 |
| -9.36% | Jun 8, 2021 | 28 | Jul 19, 2021 | 76 | Nov 3, 2021 | 104 |
| -9.15% | Apr 2, 2012 | 43 | Jun 4, 2012 | 21 | Jul 3, 2012 | 64 |
| -9.09% | Sep 14, 2012 | 42 | Nov 15, 2012 | 24 | Dec 20, 2012 | 66 |
| -8.96% | Jul 31, 2024 | 3 | Aug 5, 2024 | 51 | Oct 16, 2024 | 54 |
| -7.64% | Feb 20, 2026 | 20 | Mar 20, 2026 | 13 | Apr 9, 2026 | 33 |
| -7.50% | Dec 27, 2023 | 13 | Jan 17, 2024 | 50 | Mar 28, 2024 | 63 |
| -7.44% | Sep 7, 2016 | 40 | Nov 2, 2016 | 7 | Nov 11, 2016 | 47 |
| -7.31% | Mar 12, 2021 | 8 | Mar 24, 2021 | 30 | May 6, 2021 | 38 |
| -7.30% | Jan 4, 2017 | 157 | Aug 18, 2017 | 26 | Sep 26, 2017 | 183 |
| -7.25% | Feb 20, 2007 | 9 | Mar 5, 2007 | 62 | Jun 1, 2007 | 71 |
| -7.16% | Mar 28, 2024 | 13 | Apr 17, 2024 | 59 | Jul 12, 2024 | 72 |
| -6.98% | Dec 27, 2013 | 26 | Feb 5, 2014 | 18 | Mar 4, 2014 | 44 |
| -6.06% | Aug 5, 2013 | 19 | Aug 30, 2013 | 29 | Oct 11, 2013 | 48 |
| -5.77% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -5.47% | Feb 3, 2012 | 21 | Mar 6, 2012 | 14 | Mar 26, 2012 | 35 |
| -5.31% | Apr 27, 2016 | 16 | May 19, 2016 | 11 | Jun 6, 2016 | 27 |
| -5.26% | Dec 29, 2014 | 12 | Jan 15, 2015 | 44 | Mar 20, 2015 | 56 |
| -4.81% | Jan 14, 2021 | 10 | Jan 29, 2021 | 5 | Feb 5, 2021 | 15 |