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Performance analysis of DLS (WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND)

Annual Return

Over the past 3 years, DLS has had an average annual return of +17.30%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, DLS has had an average annual return of +6.56%, underperforming the benchmark SPY, which returned +13.88% annual.

Over the past 10 years, DLS has had an average annual return of +7.45%, underperforming the benchmark SPY, which returned +15.44% annual.

Since Jun 16, 2006, DLS has had an average annual return of +6.40%, underperforming the benchmark SPY, which returned +11.45% annual.

202620252024202320222021202020192018201720162015
+6.64%+34.12%+3.07%+15.32%-17.34%+11.69%-1.32%+22.21%-18.92%+31.83%+6.78%+7.46%
201420132012201120102009200820072006
-8.99%+26.37%+24.05%-12.32%+19.39%+37.17%-44.35%+4.43%+25.04%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.95%+4.96%-8.49%+6.10%+1.90%-2.16%+6.64%
2025+1.87%+1.52%+1.81%+4.59%+5.31%+5.34%+0.37%+4.81%+1.38%-1.90%+2.32%+2.55%+34.12%
2024-1.69%+1.17%+3.41%-2.18%+4.42%-3.08%+5.36%+1.70%+2.34%-6.28%+0.57%-2.07%+3.07%
2023+8.44%-2.18%+0.15%+2.05%-5.51%+3.30%+3.97%-2.99%-3.41%-3.74%+7.79%+7.82%+15.32%
2022-3.90%-1.96%-0.75%-5.70%+0.46%-7.83%+5.19%-5.08%-10.79%+2.29%+11.62%-0.45%-17.34%
2021-0.93%+3.52%+3.74%+3.38%+2.53%-1.06%+1.38%+2.41%-3.63%+1.33%-6.30%+5.39%+11.69%
2020-4.63%-9.91%-20.86%+8.41%+6.10%+1.80%+2.03%+6.47%-0.35%-2.52%+10.03%+6.74%-1.32%
2019+7.51%+1.90%-0.11%+2.66%-5.31%+3.50%-2.72%-3.03%+4.19%+4.55%+2.64%+5.26%+22.21%
2018+4.34%-4.07%-0.37%-0.13%-1.25%-3.00%+1.13%-1.85%+0.21%-8.73%+0.34%-6.70%-18.92%
2017+4.48%+2.30%+2.19%+3.60%+2.68%+1.24%+3.83%+0.28%+2.88%+1.35%+0.35%+2.86%+31.83%

Drawdown analysis of DLS (WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND)

The maximum drawdown for the DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1134 trading sessions.

The current DLS drawdown is -3.20%.

Since Jun 16, 2006 DLS has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 3 times
  • 10% or more: 7 times
DepthStartTo BottomBottomTo RecoverEndTotal
-63.10%Oct 31, 2007339Mar 9, 20091134Sep 9, 20131473
-44.74%Jan 26, 2018541Mar 23, 2020260Apr 5, 2021801
-32.24%Sep 3, 2021278Oct 12, 2022491Sep 26, 2024769
-18.00%Jul 3, 2014405Feb 11, 2016145Sep 8, 2016550
-14.13%Jul 19, 200720Aug 16, 200753Oct 31, 200773
-12.70%Sep 26, 2024131Apr 7, 202513Apr 25, 2025144
-11.04%Feb 27, 202621Mar 30, 2026OngoingOngoingOngoing
-9.06%Feb 26, 20075Mar 5, 200712Mar 21, 200717
-6.05%Jan 22, 20148Feb 3, 201410Feb 18, 201418
-5.65%Sep 16, 202547Nov 20, 202514Dec 11, 202561
-5.49%Jul 3, 200610Jul 18, 20069Jul 31, 200619
-4.93%Jun 7, 202129Jul 19, 202118Aug 12, 202147
-4.69%Sep 28, 201635Nov 16, 201632Jan 4, 201767
-4.45%Jun 4, 20073Jun 7, 200724Jul 12, 200727
-4.44%Oct 22, 201336Dec 12, 201311Dec 30, 201347
-3.54%Apr 2, 201433May 20, 20148Jun 2, 201441
-3.47%Sep 8, 20164Sep 14, 201610Sep 28, 201614
-3.46%Mar 6, 201411Mar 21, 20147Apr 1, 201418
-3.17%Jul 23, 20256Jul 31, 20256Aug 8, 202512
-3.15%May 7, 20213May 12, 202113Jun 1, 202116
-3.14%Oct 16, 201722Nov 15, 201722Dec 18, 201744
-3.02%Sep 5, 20064Sep 11, 200613Sep 28, 200617
-3.02%Sep 18, 201314Oct 8, 20134Oct 14, 201318
-2.96%Aug 21, 20065Aug 28, 20065Sep 5, 200610
-2.38%Aug 22, 20256Sep 2, 20257Sep 11, 202513