Performance analysis of DGRS (WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND)
Annual Return
Over the past 3 years, DGRS has had an average annual return of +13.19%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DGRS has had an average annual return of +8.78%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, DGRS has had an average annual return of +9.59%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jul 25, 2013, DGRS has had an average annual return of +9.41%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +20.89% | -0.42% | +10.39% | +21.14% | -13.12% | +23.09% | +7.84% | +24.20% | -10.73% | +7.24% | +30.79% | -7.15% |
| 2014 | 2013 | ||||||||||
| +4.49% | +14.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.78% | +3.47% | -3.95% | +7.81% | -1.73% | +6.40% | +0.12% | +20.89% | |||||
| 2025 | +0.66% | -3.90% | -5.67% | -6.38% | +4.74% | +2.99% | +2.11% | +7.05% | -1.05% | -2.07% | +0.93% | +1.07% | -0.42% |
| 2024 | -2.81% | +3.44% | +4.47% | -5.66% | +4.74% | -3.32% | +11.26% | -2.21% | +1.07% | -1.96% | +11.44% | -8.41% | +10.39% |
| 2023 | +11.93% | -1.37% | -5.86% | -2.32% | -3.87% | +9.53% | +6.03% | -3.50% | -4.49% | -5.30% | +9.28% | +12.07% | +21.14% |
| 2022 | -5.11% | -0.74% | -0.00461% | -6.11% | +3.50% | -7.85% | +8.48% | -5.71% | -10.76% | +13.79% | +5.45% | -5.94% | -13.12% |
| 2021 | +2.60% | +7.88% | +5.46% | +1.03% | +2.77% | -2.31% | -2.36% | +1.88% | -3.39% | +3.56% | -1.50% | +6.05% | +23.09% |
| 2020 | -4.95% | -9.36% | -22.33% | +12.18% | +3.90% | +3.30% | +2.48% | +5.11% | -4.50% | +3.66% | +16.22% | +8.03% | +7.84% |
| 2019 | +11.10% | +5.12% | -4.02% | +5.43% | -9.89% | +8.54% | +1.24% | -6.20% | +6.06% | +1.84% | +3.84% | +0.90% | +24.20% |
| 2018 | +0.81% | -5.09% | +1.05% | +0.62% | +4.42% | +2.02% | +2.43% | +2.02% | -1.12% | -8.07% | +1.88% | -11.01% | -10.73% |
| 2017 | -0.99% | -0.78% | -0.64% | +1.39% | -2.58% | +2.25% | +1.11% | -4.32% | +7.86% | +0.66% | +4.11% | -0.53% | +7.24% |
Drawdown analysis of DGRS (WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND)
The maximum drawdown for the DGRS was -44.82%, occurring on Mar 16, 2020. Recovery took 177 trading sessions.
The current DGRS drawdown is -1.65%.
Since Jul 25, 2013 DGRS has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.82% | Jan 16, 2020 | 40 | Mar 16, 2020 | 177 | Nov 24, 2020 | 217 |
| -27.57% | Nov 25, 2024 | 90 | Apr 8, 2025 | 207 | Feb 4, 2026 | 297 |
| -24.12% | Jan 4, 2022 | 186 | Sep 30, 2022 | 303 | Dec 14, 2023 | 489 |
| -22.95% | Aug 21, 2018 | 86 | Dec 24, 2018 | 218 | Nov 5, 2019 | 304 |
| -21.01% | Jun 23, 2015 | 144 | Jan 19, 2016 | 120 | Jul 11, 2016 | 264 |
| -10.75% | Jul 1, 2014 | 72 | Oct 13, 2014 | 22 | Nov 12, 2014 | 94 |
| -9.80% | Jun 8, 2021 | 28 | Jul 19, 2021 | 78 | Nov 5, 2021 | 106 |
| -9.28% | Jul 31, 2024 | 5 | Aug 7, 2024 | 49 | Oct 16, 2024 | 54 |
| -8.90% | Feb 6, 2026 | 29 | Mar 20, 2026 | 19 | Apr 17, 2026 | 48 |
| -8.70% | Dec 26, 2013 | 27 | Feb 5, 2014 | 38 | Apr 1, 2014 | 65 |
| -8.44% | Dec 9, 2016 | 174 | Aug 21, 2017 | 26 | Sep 27, 2017 | 200 |
| -8.37% | Jan 23, 2018 | 12 | Feb 8, 2018 | 76 | May 30, 2018 | 88 |
| -7.35% | Nov 16, 2021 | 10 | Dec 1, 2021 | 23 | Jan 4, 2022 | 33 |
| -7.07% | Mar 12, 2021 | 8 | Mar 24, 2021 | 30 | May 6, 2021 | 38 |
| -6.80% | Mar 28, 2024 | 13 | Apr 17, 2024 | 60 | Jul 15, 2024 | 73 |
| -6.69% | Dec 26, 2023 | 14 | Jan 17, 2024 | 36 | Mar 8, 2024 | 50 |
| -6.19% | Sep 7, 2016 | 40 | Nov 2, 2016 | 6 | Nov 10, 2016 | 46 |
| -5.93% | Apr 2, 2014 | 34 | May 21, 2014 | 27 | Jun 30, 2014 | 61 |
| -5.77% | Dec 29, 2014 | 12 | Jan 15, 2015 | 23 | Feb 19, 2015 | 35 |
| -5.47% | Aug 1, 2013 | 21 | Aug 30, 2013 | 12 | Sep 18, 2013 | 33 |
| -4.62% | Apr 28, 2026 | 15 | May 19, 2026 | 14 | Jun 9, 2026 | 29 |
| -4.60% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -4.31% | Nov 12, 2014 | 22 | Dec 15, 2014 | 6 | Dec 23, 2014 | 28 |
| -4.14% | Oct 17, 2024 | 10 | Oct 31, 2024 | 4 | Nov 6, 2024 | 14 |
| -4.11% | Jan 14, 2021 | 10 | Jan 29, 2021 | 5 | Feb 5, 2021 | 15 |