Performance analysis of DFJ (WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DFJ has had an average annual return of +19.21%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DFJ has had an average annual return of +9.62%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, DFJ has had an average annual return of +8.75%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 16, 2006, DFJ has had an average annual return of +5.87%, underperforming the benchmark SPY, which returned +11.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.57% | +31.91% | +2.78% | +21.80% | -9.03% | +0.38% | +1.30% | +16.98% | -18.51% | +32.14% | +11.49% | +18.01% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| -3.40% | +19.53% | +7.36% | -3.71% | +17.38% | +0.98% | -12.54% | -10.60% | +1.74% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.28% | +10.24% | -9.58% | +2.40% | +2.46% | -1.42% | +9.57% | ||||||
| 2025 | +1.05% | +1.37% | +3.01% | +4.28% | +2.37% | +2.60% | +1.51% | +7.25% | +1.74% | -3.50% | +4.62% | +2.07% | +31.91% |
| 2024 | -0.19% | +1.57% | +2.61% | -3.77% | +1.63% | -0.30% | +5.89% | -0.20% | +1.64% | -6.19% | +2.92% | -2.26% | +2.78% |
| 2023 | +5.81% | -2.66% | +3.98% | +0.24% | -3.71% | +3.98% | +5.18% | -0.12% | -1.45% | -0.95% | +4.50% | +5.76% | +21.80% |
| 2022 | -2.58% | +2.14% | -7.16% | -6.32% | +1.13% | -3.37% | +5.32% | -3.54% | -5.58% | -0.64% | +10.93% | +1.74% | -9.03% |
| 2021 | -0.45% | +1.12% | +4.47% | -2.31% | -0.08% | +0.10% | +1.31% | +1.48% | +1.26% | -3.09% | -6.91% | +4.01% | +0.38% |
| 2020 | -5.59% | -11.15% | -5.80% | +4.86% | +7.91% | -1.40% | -3.19% | +7.47% | +5.20% | -2.79% | +2.85% | +4.99% | +1.30% |
| 2019 | +5.64% | +1.04% | -0.77% | +0.31% | -5.61% | +3.62% | -0.06% | -1.60% | +5.87% | +5.21% | +1.54% | +1.23% | +16.98% |
| 2018 | +4.17% | -2.23% | -0.71% | +0.10% | -1.60% | -3.09% | +0.40% | -1.91% | +2.03% | -9.24% | +2.04% | -9.26% | -18.51% |
| 2017 | +4.07% | +3.68% | -0.18% | +1.59% | +2.52% | +1.85% | +3.01% | +1.52% | +2.32% | +3.56% | +2.28% | +2.04% | +32.14% |
Drawdown analysis of DFJ (WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND)
The maximum drawdown for the DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1120 trading sessions.
The current DFJ drawdown is -6.48%.
Since Jun 16, 2006 DFJ has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.97% | Feb 26, 2007 | 411 | Oct 10, 2008 | 1120 | Mar 26, 2013 | 1531 |
| -40.00% | Jan 26, 2018 | 536 | Mar 16, 2020 | 255 | Mar 19, 2021 | 791 |
| -29.72% | Sep 16, 2021 | 272 | Oct 14, 2022 | 348 | Mar 6, 2024 | 620 |
| -15.24% | May 8, 2013 | 20 | Jun 6, 2013 | 156 | Jan 17, 2014 | 176 |
| -13.82% | Aug 10, 2015 | 129 | Feb 12, 2016 | 78 | Jun 6, 2016 | 207 |
| -13.03% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -12.59% | Mar 19, 2025 | 13 | Apr 7, 2025 | 9 | Apr 21, 2025 | 22 |
| -12.11% | Jul 28, 2014 | 98 | Dec 15, 2014 | 61 | Mar 16, 2015 | 159 |
| -10.77% | Jul 31, 2024 | 3 | Aug 5, 2024 | 16 | Aug 27, 2024 | 19 |
| -10.61% | Aug 18, 2006 | 66 | Nov 21, 2006 | 41 | Jan 24, 2007 | 107 |
| -9.83% | Jun 30, 2006 | 11 | Jul 18, 2006 | 23 | Aug 18, 2006 | 34 |
| -9.62% | Sep 26, 2024 | 74 | Jan 14, 2025 | 42 | Mar 17, 2025 | 116 |
| -8.90% | Jan 21, 2014 | 57 | Apr 11, 2014 | 46 | Jun 18, 2014 | 103 |
| -8.52% | Mar 22, 2021 | 36 | May 12, 2021 | 81 | Sep 7, 2021 | 117 |
| -6.77% | Sep 16, 2025 | 18 | Oct 10, 2025 | 45 | Dec 15, 2025 | 63 |
| -6.07% | Mar 27, 2024 | 43 | May 29, 2024 | 43 | Jul 31, 2024 | 86 |
| -5.78% | Jun 8, 2016 | 12 | Jun 24, 2016 | 22 | Jul 27, 2016 | 34 |
| -5.11% | Mar 28, 2013 | 1 | Apr 1, 2013 | 14 | Apr 19, 2013 | 15 |
| -5.01% | Jun 23, 2015 | 10 | Jul 8, 2015 | 23 | Aug 10, 2015 | 33 |
| -4.92% | Mar 28, 2017 | 12 | Apr 13, 2017 | 13 | May 3, 2017 | 25 |
| -3.38% | Apr 27, 2015 | 7 | May 6, 2015 | 6 | May 14, 2015 | 13 |
| -3.36% | Nov 8, 2017 | 5 | Nov 15, 2017 | 5 | Nov 22, 2017 | 10 |
| -3.33% | Aug 27, 2024 | 7 | Sep 6, 2024 | 9 | Sep 19, 2024 | 16 |
| -3.23% | May 22, 2015 | 11 | Jun 9, 2015 | 10 | Jun 23, 2015 | 21 |
| -3.01% | Sep 7, 2016 | 5 | Sep 14, 2016 | 5 | Sep 21, 2016 | 10 |