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Performance analysis of DGRE (WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND)

Annual Return

Over the past 3 years, DGRE has had an average annual return of +20.56%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, DGRE has had an average annual return of +8.39%, underperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, DGRE has had an average annual return of +8.48%, underperforming the benchmark SPY, which returned +15.04% annual.

Since Aug 1, 2013, DGRE has had an average annual return of +5.90%, underperforming the benchmark SPY, which returned +13.99% annual.

202620252024202320222021202020192018201720162015
+24.98%+27.49%+3.63%+18.45%-21.89%+2.56%+10.84%+21.12%-16.36%+33.61%+12.44%-18.58%
20142013
+0.14%-2.41%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+7.13%+9.49%-9.63%+14.17%+6.28%+2.16%-4.88%+24.98%
2025-0.36%-3.73%+1.68%+3.21%+4.90%+5.43%-0.76%+0.73%+4.63%+5.98%-0.41%+3.74%+27.49%
2024-1.66%+3.97%+2.63%-1.47%+0.35%+4.41%+2.09%+1.94%+1.66%-5.30%-2.09%-2.47%+3.63%
2023+8.90%-5.01%+3.33%-1.64%-0.99%+4.09%+4.44%-4.63%-0.97%-3.91%+8.91%+5.90%+18.45%
2022-2.51%-1.97%-3.61%-7.42%+1.79%-7.41%-0.20%-2.10%-10.26%-1.77%+16.99%-3.54%-21.89%
2021+1.91%+1.67%+1.32%+0.50%+1.97%-0.80%-4.06%+2.67%-4.20%-0.32%-1.33%+3.53%+2.56%
2020-6.66%-4.33%-17.72%+8.82%+4.25%+4.82%+8.58%-0.23%-0.55%+0.54%+8.85%+7.59%+10.84%
2019+9.41%-0.17%+2.13%+2.01%-6.92%+6.23%-2.99%-4.35%+3.15%+3.42%-0.03%+8.78%+21.12%
2018+4.07%-3.17%-1.49%-2.18%-1.59%-3.89%+2.88%-3.04%-2.40%-9.01%+6%-3.03%-16.36%
2017+4.06%+2.87%+4.21%+1.94%+0.93%+1.24%+4.24%+3.51%-0.12%+0.15%+0.70%+5.80%+33.61%

Drawdown analysis of DGRE (WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND)

The maximum drawdown for the DGRE was -36.94%, occurring on Mar 23, 2020. Recovery took 172 trading sessions.

The current DGRE drawdown is -7.61%.

Since Aug 1, 2013 DGRE has experienced the following drawdowns:

  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 8 times
DepthStartTo BottomBottomTo RecoverEndTotal
-36.94%Jan 26, 2018541Mar 23, 2020172Nov 24, 2020713
-36.54%Sep 5, 2014346Jan 21, 2016402Aug 24, 2017748
-35.39%Feb 12, 2021427Oct 24, 2022481Sep 24, 2024908
-20.65%Sep 26, 2024132Apr 8, 202559Jul 3, 2025191
-17.51%Oct 22, 201370Feb 3, 201487Jun 9, 2014157
-13.67%Feb 25, 202623Mar 30, 202613Apr 17, 202636
-10.78%Aug 14, 20139Aug 27, 201315Sep 18, 201324
-10.56%Jun 18, 202620Jul 20, 2026OngoingOngoingOngoing
-7.82%Jun 2, 20263Jun 5, 20266Jun 15, 20269
-7.13%Sep 18, 20138Sep 30, 201316Oct 22, 201324
-6.20%May 8, 20267May 19, 20264May 26, 202611
-5.65%Jan 21, 20216Jan 29, 20217Feb 9, 202113
-4.96%Jul 24, 20149Aug 6, 201414Aug 26, 201423
-3.87%Oct 13, 201723Nov 15, 201724Dec 20, 201747
-3.86%Nov 3, 202514Nov 21, 202512Dec 10, 202526
-3.50%Aug 2, 20133Aug 7, 20135Aug 14, 20138
-3.35%Sep 19, 20176Sep 27, 201712Oct 13, 201718
-2.88%Oct 8, 20252Oct 10, 20253Oct 15, 20255
-2.71%Jul 23, 20257Aug 1, 20257Aug 12, 202514
-2.68%Apr 17, 20262Apr 21, 20263Apr 24, 20265
-2.46%Dec 11, 20254Dec 17, 20253Dec 22, 20257
-2.41%Aug 13, 202513Sep 2, 20255Sep 9, 202518
-2.31%Jan 28, 20262Jan 30, 20265Feb 6, 20267
-2.21%Sep 23, 20253Sep 26, 20255Oct 3, 20258
-2.09%Jul 16, 20141Jul 17, 20143Jul 22, 20144