Performance analysis of DLN (WISDOMTREE U.S. LARGECAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DLN has had an average annual return of +18.59%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DLN has had an average annual return of +12.47%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, DLN has had an average annual return of +12.75%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 16, 2006, DLN has had an average annual return of +9.80%, underperforming the benchmark SPY, which returned +11.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.49% | +15.53% | +19.66% | +9.95% | -3.79% | +25.59% | +4.57% | +28.91% | -5.79% | +18.22% | +15.51% | -1.39% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +14.24% | +27.34% | +12.75% | +9.43% | +14.95% | +17.33% | -35.07% | +2.44% | +15.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.46% | +2.53% | -3.99% | +5.79% | +2.05% | +0.50% | +10.49% | ||||||
| 2025 | +3.33% | +2.11% | -2.89% | -2.90% | +3.58% | +3.48% | +1.47% | +2.84% | +2.03% | -0.22% | +2.07% | -0.09% | +15.53% |
| 2024 | +1.28% | +3.53% | +4.18% | -3.98% | +3.56% | +1.94% | +3.53% | +3.27% | +1.52% | -0.26% | +5.11% | -5.03% | +19.66% |
| 2023 | +2.74% | -3.18% | +0.97% | +1.60% | -3.52% | +5.55% | +3.21% | -2.05% | -3.77% | -2.44% | +6.68% | +4.49% | +9.95% |
| 2022 | -1.52% | -1.85% | +3.40% | -4.34% | +2.28% | -7.46% | +5.62% | -2.87% | -8.21% | +10.86% | +5.86% | -3.78% | -3.79% |
| 2021 | -1.21% | +1.38% | +7% | +3.37% | +1.68% | +0.37% | +2.26% | +2.40% | -4.80% | +5.79% | -1.31% | +6.72% | +25.59% |
| 2020 | -1.67% | -9.15% | -13.83% | +11.51% | +3.18% | +0.50% | +3.80% | +4.52% | -3.07% | -2.91% | +11.44% | +3.26% | +4.57% |
| 2019 | +7.11% | +3.32% | +1.48% | +3.53% | -6.40% | +6.89% | +1.45% | -1.80% | +3.33% | +1.68% | +3.07% | +2.75% | +28.91% |
| 2018 | +3.75% | -4.59% | -2.35% | +0.14% | +1.40% | +0.45% | +4.08% | +2.22% | +0.67% | -4.56% | +2.35% | -8.68% | -5.79% |
| 2017 | +0.59% | +3.94% | -0.13% | +0.29% | +0.99% | +0.67% | +1.51% | +0.20% | +2.24% | +1.71% | +3.53% | +1.40% | +18.22% |
Drawdown analysis of DLN (WISDOMTREE U.S. LARGECAP DIVIDEND FUND)
The maximum drawdown for the DLN was -57.82%, occurring on Mar 9, 2009. Recovery took 869 trading sessions.
Since Jun 16, 2006 DLN 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 |
|---|---|---|---|---|---|---|
| -57.82% | Oct 9, 2007 | 355 | Mar 9, 2009 | 869 | Aug 16, 2012 | 1224 |
| -35.81% | Feb 12, 2020 | 27 | Mar 23, 2020 | 177 | Dec 2, 2020 | 204 |
| -16.79% | Sep 21, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -16.26% | Apr 20, 2022 | 113 | Sep 30, 2022 | 199 | Jul 19, 2023 | 312 |
| -13.71% | Feb 19, 2025 | 34 | Apr 8, 2025 | 55 | Jun 27, 2025 | 89 |
| -13.12% | May 21, 2015 | 66 | Aug 25, 2015 | 151 | Apr 1, 2016 | 217 |
| -10.81% | Jan 26, 2018 | 39 | Mar 23, 2018 | 123 | Sep 18, 2018 | 162 |
| -9.60% | Jul 24, 2023 | 68 | Oct 27, 2023 | 32 | Dec 13, 2023 | 100 |
| -8.77% | Jul 13, 2007 | 23 | Aug 15, 2007 | 32 | Oct 1, 2007 | 55 |
| -7.07% | Oct 18, 2012 | 18 | Nov 15, 2012 | 33 | Jan 4, 2013 | 51 |
| -6.48% | Jan 4, 2022 | 35 | Feb 24, 2022 | 23 | Mar 29, 2022 | 58 |
| -6.46% | Sep 19, 2014 | 19 | Oct 16, 2014 | 11 | Oct 31, 2014 | 30 |
| -6.40% | Apr 30, 2019 | 22 | May 31, 2019 | 14 | Jun 20, 2019 | 36 |
| -6.28% | Nov 29, 2024 | 27 | Jan 10, 2025 | 26 | Feb 19, 2025 | 53 |
| -6.10% | Feb 11, 2026 | 32 | Mar 30, 2026 | 13 | Apr 17, 2026 | 45 |
| -5.99% | Dec 31, 2013 | 22 | Feb 3, 2014 | 20 | Mar 4, 2014 | 42 |
| -5.76% | Jul 29, 2019 | 13 | Aug 15, 2019 | 18 | Sep 11, 2019 | 31 |
| -5.76% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.43% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.22% | Sep 2, 2021 | 19 | Sep 30, 2021 | 18 | Oct 26, 2021 | 37 |
| -5.03% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.86% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -4.77% | Jul 17, 2024 | 13 | Aug 5, 2024 | 8 | Aug 15, 2024 | 21 |
| -4.73% | Dec 29, 2014 | 22 | Jan 30, 2015 | 10 | Feb 13, 2015 | 32 |
| -4.58% | Sep 7, 2016 | 42 | Nov 4, 2016 | 11 | Nov 21, 2016 | 53 |