Performance analysis of DFE (WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DFE has had an average annual return of +14.48%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DFE has had an average annual return of +4.05%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, DFE has had an average annual return of +6.77%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 16, 2006, DFE has had an average annual return of +6.36%, underperforming the benchmark SPY, which returned +11.45% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.19% | +32.87% | -0.58% | +14.94% | -22.18% | +18.44% | +2.07% | +27.15% | -21.20% | +32.72% | +1.51% | +11.75% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -8.69% | +45.37% | +31.25% | -19.29% | +19.90% | +51.23% | -52.75% | -2.80% | +29.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.07% | +3.90% | -7.61% | +5.82% | +1.79% | -2.24% | +5.19% | ||||||
| 2025 | +2.73% | +1.49% | +3.75% | +6.61% | +6.15% | +3.94% | -1.43% | +1.94% | +0.62% | -1.92% | +1.54% | +3.71% | +32.87% |
| 2024 | -3.00% | +0.30% | +3.37% | -1.12% | +8.26% | -4.81% | +4.94% | +1.81% | +0.47% | -6.89% | -1.90% | -1.05% | -0.58% |
| 2023 | +8.31% | +0.59% | -1.27% | +3.60% | -6.88% | +2.04% | +3.48% | -4.28% | -4.15% | -4.53% | +9.57% | +9.31% | +14.94% |
| 2022 | -4.85% | -6.23% | +1.39% | -6.26% | +2.60% | -11.56% | +5.06% | -8.93% | -13.24% | +7.85% | +13.20% | -0.20% | -22.18% |
| 2021 | -0.64% | +5.52% | +3.10% | +5.44% | +4.04% | -2.48% | +4.08% | +2.46% | -7.69% | +4.16% | -6.09% | +6.37% | +18.44% |
| 2020 | -4.26% | -9.01% | -27.74% | +11.14% | +7.01% | +3.52% | +4.56% | +6.80% | -3.39% | -4.89% | +16.31% | +10.34% | +2.07% |
| 2019 | +8.25% | +2.13% | -0.69% | +4.34% | -5.97% | +4.21% | -4.49% | -2.26% | +3.24% | +5.35% | +3.01% | +8.31% | +27.15% |
| 2018 | +4.62% | -4.63% | -0.56% | +1.27% | -2.41% | -2.97% | +1.38% | -2.60% | -1.13% | -8.59% | -1.85% | -5.44% | -21.20% |
| 2017 | +3.97% | +0.51% | +3.47% | +7% | +4.18% | -0.32% | +4.40% | -0.21% | +3.95% | -0.23% | -0.70% | +2.97% | +32.72% |
Drawdown analysis of DFE (WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND)
The maximum drawdown for the DFE was -69.55%, occurring on Mar 9, 2009. Recovery took 1163 trading sessions.
The current DFE drawdown is -3.11%.
Since Jun 16, 2006 DFE has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -69.55% | Jun 4, 2007 | 444 | Mar 9, 2009 | 1163 | Oct 18, 2013 | 1607 |
| -49.65% | Jan 26, 2018 | 541 | Mar 23, 2020 | 223 | Feb 9, 2021 | 764 |
| -40.36% | Sep 2, 2021 | 268 | Sep 27, 2022 | 658 | May 13, 2025 | 926 |
| -22.93% | Jun 6, 2014 | 92 | Oct 16, 2014 | 607 | Mar 16, 2017 | 699 |
| -11.41% | Feb 26, 2026 | 21 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -10.06% | Feb 26, 2007 | 5 | Mar 5, 2007 | 12 | Mar 21, 2007 | 17 |
| -7.73% | Aug 22, 2025 | 63 | Nov 20, 2025 | 21 | Dec 22, 2025 | 84 |
| -6.32% | Jun 7, 2021 | 29 | Jul 19, 2021 | 11 | Aug 3, 2021 | 40 |
| -5.92% | Jan 23, 2014 | 7 | Feb 3, 2014 | 8 | Feb 13, 2014 | 15 |
| -5.47% | Apr 1, 2014 | 10 | Apr 15, 2014 | 36 | Jun 6, 2014 | 46 |
| -4.92% | Oct 13, 2017 | 23 | Nov 15, 2017 | 28 | Dec 27, 2017 | 51 |
| -4.09% | Jul 3, 2006 | 11 | Jul 19, 2006 | 8 | Jul 31, 2006 | 19 |
| -3.83% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -3.82% | Mar 6, 2014 | 12 | Mar 24, 2014 | 6 | Apr 1, 2014 | 18 |
| -3.42% | May 7, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -3.32% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -3.22% | Jun 2, 2017 | 9 | Jun 15, 2017 | 21 | Jul 17, 2017 | 30 |
| -3.20% | Aug 21, 2006 | 14 | Sep 11, 2006 | 9 | Sep 22, 2006 | 23 |
| -3.17% | Feb 28, 2014 | 1 | Mar 3, 2014 | 3 | Mar 6, 2014 | 4 |
| -2.88% | Jan 29, 2026 | 5 | Feb 5, 2026 | 2 | Feb 9, 2026 | 7 |
| -2.83% | Aug 2, 2017 | 7 | Aug 11, 2017 | 18 | Sep 7, 2017 | 25 |
| -2.53% | Feb 24, 2021 | 8 | Mar 8, 2021 | 3 | Mar 11, 2021 | 11 |
| -2.44% | Oct 24, 2013 | 19 | Nov 20, 2013 | 4 | Nov 26, 2013 | 23 |
| -2.35% | May 7, 2007 | 3 | May 10, 2007 | 6 | May 18, 2007 | 9 |
| -2.28% | Mar 17, 2021 | 5 | Mar 24, 2021 | 6 | Apr 1, 2021 | 11 |