Performance analysis of DHS (WISDOMTREE U.S. HIGH DIVIDEND FUND)
Annual Return
Over the past 3 years, DHS has had an average annual return of +16.55%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, DHS has had an average annual return of +12.40%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, DHS has had an average annual return of +9.39%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 16, 2006, DHS has had an average annual return of +8.23%, underperforming the benchmark SPY, which returned +11.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.04% | +12.88% | +18.02% | -0.20% | +7.94% | +23.18% | -5.68% | +22.60% | -7.39% | +11.69% | +17.83% | -0.64% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +15.19% | +24.49% | +11.08% | +14.23% | +17.59% | +17.02% | -38.90% | -4.54% | +16.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.29% | +4.50% | -2.77% | +2.86% | +0.23% | +1.91% | +2.27% | +16.04% | |||||
| 2025 | +2.98% | +4.05% | -0.27% | -5.50% | +1.48% | +1.95% | +0.94% | +4.97% | -0.08% | -2.28% | +4.33% | +0.10% | +12.88% |
| 2024 | -1.43% | +1.44% | +6.19% | -3.37% | +3.03% | -0.82% | +8.02% | +2.52% | +1.07% | +1.73% | +6.02% | -6.76% | +18.02% |
| 2023 | +3.17% | -3.79% | -2.70% | +0.21% | -6.85% | +4.71% | +4.58% | -2.52% | -2.76% | -3.83% | +5.48% | +5.14% | -0.20% |
| 2022 | +3.04% | +0.00660% | +3.90% | -2.63% | +5.49% | -8.07% | +3.66% | -2.31% | -8.05% | +12.52% | +5.10% | -3.03% | +7.94% |
| 2021 | -1.16% | +3.28% | +8.53% | +2.84% | +1.87% | -1.38% | +1.10% | +2.70% | -4.34% | +2.17% | -1.49% | +7.66% | +23.18% |
| 2020 | -2.70% | -8.84% | -16.45% | +10.16% | +2.05% | -1.06% | +2.52% | +1.64% | -2.86% | -1.48% | +12.09% | +2.37% | -5.68% |
| 2019 | +8.10% | +2.20% | +1.45% | +1.58% | -5.62% | +5.78% | +0.95% | -2.01% | +4.44% | +0.87% | +1.45% | +2.02% | +22.60% |
| 2018 | +1.34% | -6.02% | -1.01% | +0.44% | +1.53% | +1.42% | +2.71% | +1.21% | +0.29% | -3.45% | +3.34% | -8.69% | -7.39% |
| 2017 | -0.32% | +3.41% | -0.55% | -0.31% | +0.30% | +0.53% | +1.26% | -0.46% | +2.35% | +0.38% | +3.54% | +1.09% | +11.69% |
Drawdown analysis of DHS (WISDOMTREE U.S. HIGH DIVIDEND FUND)
The maximum drawdown for the DHS was -67.22%, occurring on Mar 5, 2009. Recovery took 982 trading sessions.
The current DHS drawdown is -0.60%.
Since Jun 16, 2006 DHS has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -67.22% | Oct 5, 2007 | 355 | Mar 5, 2009 | 982 | Jan 29, 2013 | 1337 |
| -37.34% | Jan 22, 2020 | 42 | Mar 23, 2020 | 243 | Mar 10, 2021 | 285 |
| -15.29% | Jun 7, 2022 | 80 | Sep 30, 2022 | 42 | Nov 30, 2022 | 122 |
| -14.60% | Feb 2, 2023 | 185 | Oct 27, 2023 | 99 | Mar 21, 2024 | 284 |
| -14.59% | Jan 26, 2018 | 229 | Dec 24, 2018 | 56 | Mar 18, 2019 | 285 |
| -12.77% | Apr 28, 2015 | 83 | Aug 25, 2015 | 130 | Mar 2, 2016 | 213 |
| -11.87% | Nov 29, 2024 | 87 | Apr 8, 2025 | 63 | Jul 10, 2025 | 150 |
| -9.69% | May 30, 2007 | 54 | Aug 15, 2007 | 36 | Oct 5, 2007 | 90 |
| -7.10% | Jul 22, 2016 | 74 | Nov 4, 2016 | 25 | Dec 12, 2016 | 99 |
| -6.30% | Feb 13, 2026 | 24 | Mar 20, 2026 | 43 | May 21, 2026 | 67 |
| -6.18% | May 17, 2013 | 25 | Jun 24, 2013 | 81 | Oct 17, 2013 | 106 |
| -6.01% | Apr 20, 2022 | 8 | May 2, 2022 | 19 | May 27, 2022 | 27 |
| -5.77% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.62% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -5.52% | Jul 26, 2019 | 14 | Aug 15, 2019 | 17 | Sep 10, 2019 | 31 |
| -5.45% | Mar 28, 2024 | 12 | Apr 16, 2024 | 20 | May 14, 2024 | 32 |
| -5.23% | Sep 19, 2014 | 19 | Oct 16, 2014 | 10 | Oct 30, 2014 | 29 |
| -5.05% | Dec 2, 2022 | 11 | Dec 19, 2022 | 29 | Feb 1, 2023 | 40 |
| -4.99% | Jul 30, 2024 | 4 | Aug 5, 2024 | 14 | Aug 23, 2024 | 18 |
| -4.70% | Sep 2, 2021 | 19 | Sep 30, 2021 | 32 | Nov 15, 2021 | 51 |
| -4.63% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -4.59% | Dec 3, 2014 | 9 | Dec 16, 2014 | 5 | Dec 23, 2014 | 14 |
| -4.58% | Feb 13, 2015 | 17 | Mar 11, 2015 | 30 | Apr 23, 2015 | 47 |
| -4.51% | May 17, 2024 | 19 | Jun 14, 2024 | 17 | Jul 11, 2024 | 36 |
| -4.48% | May 10, 2021 | 28 | Jun 18, 2021 | 37 | Aug 11, 2021 | 65 |