Performance analysis of DGS (WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DGS has had an average annual return of +16.75%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DGS has had an average annual return of +8.35%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, DGS has had an average annual return of +10.09%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Oct 30, 2007, DGS has had an average annual return of +5.11%, underperforming the benchmark SPY, which returned +11.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.13% | +21.19% | +1.15% | +19.07% | -12.34% | +15.32% | +4.08% | +18.93% | -16.51% | +37.46% | +15.36% | -16.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| -3.55% | -3.50% | +23.52% | -21.22% | +30.15% | +83.20% | -45.77% | -8.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.17% | +5.69% | -6.98% | +6.29% | +3.08% | +0.60% | +16.13% | ||||||
| 2025 | -0.96% | +0.19% | -0.32% | +2.53% | +6.80% | +5.43% | -0.60% | +3.66% | +1.73% | -0.67% | +0.75% | +1.17% | +21.19% |
| 2024 | -3.10% | +2.75% | +2.43% | +0.04% | +1.42% | +1.01% | +0.58% | +2.07% | +2.84% | -4.71% | -1.06% | -2.77% | +1.15% |
| 2023 | +7.05% | -4.10% | +1.65% | +0.84% | -1.13% | +3.96% | +7.02% | -3.93% | -1.69% | -4.71% | +8.01% | +5.82% | +19.07% |
| 2022 | -0.36% | -0.51% | +1.87% | -5.66% | -0.46% | -8.72% | +0.79% | -0.42% | -9.30% | -0.95% | +13.87% | -1.35% | -12.34% |
| 2021 | -1.55% | +5.62% | +3.59% | +4.44% | +0.83% | +2.28% | -0.95% | +2.57% | -2.21% | -2.19% | -1.93% | +4.31% | +15.32% |
| 2020 | -7.49% | -5.78% | -20.60% | +10.08% | +3.39% | +5.29% | +5.51% | +2.96% | -0.94% | -0.75% | +11.40% | +5.47% | +4.08% |
| 2019 | +10.51% | +0.17% | +1.81% | +1.49% | -6.04% | +6.22% | -1.43% | -4.03% | +1.20% | +2.68% | -0.17% | +6.16% | +18.93% |
| 2018 | +6.96% | -4.29% | +1.22% | -3.33% | -1.09% | -6.48% | +2.31% | -3.24% | -1.54% | -10.10% | +5.46% | -2.49% | -16.51% |
| 2017 | +6.39% | +4.23% | +3.48% | +0.74% | +1.28% | +1.13% | +4.33% | +3.06% | +1.07% | +0.59% | +0.26% | +5.94% | +37.46% |
Drawdown analysis of DGS (WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND)
The maximum drawdown for the DGS was -61.83%, occurring on Nov 20, 2008. Recovery took 453 trading sessions.
The current DGS drawdown is -0.03%.
Since Oct 30, 2007 DGS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.83% | Oct 31, 2007 | 267 | Nov 20, 2008 | 453 | Sep 10, 2010 | 720 |
| -44.06% | Jan 26, 2018 | 541 | Mar 23, 2020 | 230 | Feb 19, 2021 | 771 |
| -35.77% | May 8, 2013 | 681 | Jan 21, 2016 | 371 | Jul 12, 2017 | 1052 |
| -30.82% | Apr 29, 2011 | 108 | Oct 3, 2011 | 398 | May 6, 2013 | 506 |
| -24.85% | Sep 13, 2021 | 281 | Oct 24, 2022 | 295 | Dec 27, 2023 | 576 |
| -19.31% | Sep 27, 2024 | 131 | Apr 8, 2025 | 40 | Jun 5, 2025 | 171 |
| -11.36% | Jan 5, 2011 | 48 | Mar 16, 2011 | 15 | Apr 6, 2011 | 63 |
| -10.05% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -9.07% | Jul 16, 2024 | 15 | Aug 6, 2024 | 31 | Sep 19, 2024 | 46 |
| -6.37% | Nov 4, 2010 | 15 | Nov 26, 2010 | 24 | Dec 31, 2010 | 39 |
| -5.26% | May 7, 2021 | 6 | May 17, 2021 | 10 | Jun 1, 2021 | 16 |
| -4.95% | Dec 29, 2023 | 11 | Jan 17, 2024 | 25 | Feb 22, 2024 | 36 |
| -4.92% | Sep 17, 2025 | 17 | Oct 10, 2025 | 57 | Jan 2, 2026 | 74 |
| -4.73% | Jul 15, 2021 | 25 | Aug 19, 2021 | 6 | Aug 27, 2021 | 31 |
| -4.50% | Apr 9, 2024 | 5 | Apr 16, 2024 | 12 | May 2, 2024 | 17 |
| -4.21% | May 8, 2026 | 7 | May 19, 2026 | 4 | May 26, 2026 | 11 |
| -4.14% | Oct 13, 2017 | 38 | Dec 7, 2017 | 10 | Dec 21, 2017 | 48 |
| -3.86% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -3.79% | May 20, 2024 | 13 | Jun 7, 2024 | 18 | Jul 5, 2024 | 31 |
| -3.71% | Sep 19, 2017 | 7 | Sep 28, 2017 | 11 | Oct 13, 2017 | 18 |
| -3.43% | Jul 23, 2025 | 7 | Aug 1, 2025 | 8 | Aug 13, 2025 | 15 |
| -3.10% | Feb 19, 2021 | 11 | Mar 8, 2021 | 6 | Mar 16, 2021 | 17 |
| -2.73% | Mar 17, 2021 | 5 | Mar 24, 2021 | 5 | Mar 31, 2021 | 10 |
| -2.71% | Oct 14, 2010 | 3 | Oct 19, 2010 | 4 | Oct 25, 2010 | 7 |
| -2.64% | Aug 7, 2017 | 3 | Aug 10, 2017 | 9 | Aug 23, 2017 | 12 |