Performance analysis of DGRW (WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND)
Annual Return
Over the past 3 years, DGRW has had an average annual return of +13.72%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DGRW has had an average annual return of +11.39%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, DGRW has had an average annual return of +13.54%, underperforming the benchmark SPY, which returned +14.91% annual.
Since May 22, 2013, DGRW has had an average annual return of +12.95%, underperforming the benchmark SPY, which returned +13.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.49% | +12.18% | +16.98% | +18.66% | -6.34% | +24.45% | +13.86% | +29.54% | -5.36% | +26.89% | +12.10% | -0.26% |
| 2014 | 2013 | ||||||||||
| +13.73% | +13.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.41% | +1.68% | -5.41% | +7% | +3.47% | -1.37% | -0.05% | +7.49% | |||||
| 2025 | +2.93% | +0.10% | -3.91% | -2.64% | +4.15% | +3.83% | +1.74% | +2.80% | +1.94% | +0.18% | +1.12% | -0.37% | +12.18% |
| 2024 | +1.29% | +4.03% | +3.23% | -4.10% | +4.08% | +3.06% | +2.25% | +2.91% | +1.70% | -1.37% | +4.14% | -4.89% | +16.98% |
| 2023 | +3.42% | -2.21% | +2.55% | +1.91% | -1.25% | +6.73% | +2.58% | -1.72% | -5.07% | -1.46% | +7.89% | +4.69% | +18.66% |
| 2022 | -3.16% | -2.52% | +2.80% | -3.75% | +0.56% | -6.45% | +6.13% | -3.15% | -7.93% | +11.08% | +5.96% | -4.31% | -6.34% |
| 2021 | -1.66% | +1.23% | +6.92% | +2.45% | +1.74% | +0.62% | +2.84% | +1.85% | -5.41% | +5.99% | -0.61% | +6.81% | +24.45% |
| 2020 | -1.47% | -8.55% | -10.43% | +10.98% | +4.09% | +1.85% | +4.59% | +6.67% | -1.93% | -3.51% | +10.36% | +2.90% | +13.86% |
| 2019 | +6.33% | +4.30% | +1.83% | +3.06% | -7.42% | +6.94% | +2.13% | -1.09% | +2.87% | +1.98% | +3.88% | +2.12% | +29.54% |
| 2018 | +5.27% | -4.19% | -2.95% | -0.57% | +2.79% | -0.16% | +4.48% | +2.87% | +1.26% | -6.33% | +2.33% | -9.17% | -5.36% |
| 2017 | +1.77% | +4.63% | +0.58% | +1.42% | +1.73% | +0.92% | +0.92% | +0.84% | +2.49% | +2.63% | +4.65% | +1.57% | +26.89% |
Drawdown analysis of DGRW (WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND)
The maximum drawdown for the DGRW was -32.03%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current DGRW drawdown is -2.29%.
Since May 22, 2013 DGRW has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.03% | Jan 17, 2020 | 44 | Mar 23, 2020 | 97 | Aug 10, 2020 | 141 |
| -18.64% | Sep 21, 2018 | 64 | Dec 24, 2018 | 76 | Apr 15, 2019 | 140 |
| -17.27% | Jan 4, 2022 | 186 | Sep 30, 2022 | 174 | Jun 12, 2023 | 360 |
| -16.22% | Nov 8, 2024 | 101 | Apr 8, 2025 | 59 | Jul 3, 2025 | 160 |
| -13.17% | May 21, 2015 | 66 | Aug 25, 2015 | 159 | Apr 13, 2016 | 225 |
| -11.07% | Jan 26, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -9.92% | Jul 25, 2023 | 67 | Oct 27, 2023 | 30 | Dec 11, 2023 | 97 |
| -8.30% | Feb 11, 2026 | 32 | Mar 30, 2026 | 13 | Apr 17, 2026 | 45 |
| -7.73% | Apr 23, 2019 | 27 | May 31, 2019 | 23 | Jul 3, 2019 | 50 |
| -7.64% | Oct 12, 2020 | 14 | Oct 30, 2020 | 7 | Nov 10, 2020 | 21 |
| -7.19% | Sep 2, 2020 | 14 | Sep 23, 2020 | 13 | Oct 12, 2020 | 27 |
| -7.06% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -6.54% | Sep 19, 2014 | 18 | Oct 15, 2014 | 12 | Oct 31, 2014 | 30 |
| -6.26% | Jul 16, 2024 | 16 | Aug 7, 2024 | 8 | Aug 19, 2024 | 24 |
| -6.19% | Jul 29, 2019 | 12 | Aug 14, 2019 | 19 | Sep 11, 2019 | 31 |
| -5.97% | Sep 2, 2021 | 19 | Sep 30, 2021 | 23 | Nov 2, 2021 | 42 |
| -5.18% | Aug 15, 2016 | 57 | Nov 3, 2016 | 12 | Nov 21, 2016 | 69 |
| -5.09% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -5.08% | Jun 8, 2016 | 13 | Jun 27, 2016 | 8 | Jul 8, 2016 | 21 |
| -4.74% | May 28, 2013 | 19 | Jun 24, 2013 | 12 | Jul 11, 2013 | 31 |
| -4.57% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.56% | Dec 26, 2014 | 23 | Jan 30, 2015 | 9 | Feb 12, 2015 | 32 |
| -4.15% | Oct 27, 2025 | 18 | Nov 20, 2025 | 23 | Dec 24, 2025 | 41 |
| -3.87% | Sep 18, 2013 | 14 | Oct 8, 2013 | 7 | Oct 17, 2013 | 21 |
| -3.84% | Aug 5, 2013 | 19 | Aug 30, 2013 | 10 | Sep 16, 2013 | 29 |