Performance analysis of DON (WISDOMTREE U.S. MIDCAP DIVIDEND FUND)
Annual Return
Over the past 3 years, DON has had an average annual return of +12.19%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, DON has had an average annual return of +9.60%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, DON has had an average annual return of +9.16%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Jun 16, 2006, DON has had an average annual return of +9.30%, underperforming the benchmark SPY, which returned +11.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.06% | +3.87% | +14.20% | +14.03% | -4.74% | +30.27% | -5.45% | +23.32% | -8.24% | +14.86% | +20.35% | -1.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +15.30% | +33.27% | +14.40% | +5.29% | +21.62% | +31.93% | -32.27% | -5.86% | +14.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.88% | +3.76% | -5.14% | +5.76% | -0.47% | +2.82% | +1.26% | +12.06% | |||||
| 2025 | +2.80% | -1.65% | -3.41% | -4.58% | +4.06% | +2.63% | +1.08% | +4.45% | -0.59% | -3.19% | +3.05% | -0.30% | +3.87% |
| 2024 | -2.15% | +3.40% | +6.05% | -5.10% | +4.19% | -2.41% | +7.26% | +0.62% | +1.88% | -0.36% | +9.06% | -7.69% | +14.20% |
| 2023 | +8.08% | -3.08% | -4.39% | +0.16% | -4.82% | +8.39% | +5.28% | -2.74% | -4.23% | -3.87% | +8.37% | +7.88% | +14.03% |
| 2022 | -2.37% | +1.10% | +1.72% | -5.22% | +3.47% | -9.87% | +8.58% | -1.29% | -9.16% | +11.07% | +4.96% | -5.43% | -4.74% |
| 2021 | +1.24% | +7.14% | +7.30% | +4.20% | +2.22% | -1.98% | -0.13% | +2.54% | -2.91% | +4.51% | -2.21% | +5.52% | +30.27% |
| 2020 | -2.76% | -10.64% | -26.29% | +12.56% | +3.69% | +1.32% | +3.96% | +2.51% | -3.67% | +2.04% | +14.08% | +4.48% | -5.45% |
| 2019 | +10.75% | +2.16% | +0.32% | +2.71% | -7.40% | +7.13% | +0.77% | -4.40% | +4.83% | +1.43% | +1.63% | +2.42% | +23.32% |
| 2018 | +1.66% | -5.05% | +0.59% | +0.80% | +2.86% | +1.66% | +2.56% | +2.09% | -0.89% | -6.86% | +2.63% | -9.62% | -8.24% |
| 2017 | +1.51% | +2.57% | -0.18% | +0.29% | -1.27% | +1.73% | +0.80% | -1.15% | +3.31% | +1.09% | +4.31% | +1.06% | +14.86% |
Drawdown analysis of DON (WISDOMTREE U.S. MIDCAP DIVIDEND FUND)
The maximum drawdown for the DON was -61.90%, occurring on Mar 9, 2009. Recovery took 520 trading sessions.
The current DON drawdown is -0.83%.
Since Jun 16, 2006 DON has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.90% | Jun 4, 2007 | 444 | Mar 9, 2009 | 520 | Mar 30, 2011 | 964 |
| -46.80% | Jan 16, 2020 | 45 | Mar 23, 2020 | 222 | Feb 8, 2021 | 267 |
| -21.46% | Nov 25, 2024 | 90 | Apr 8, 2025 | 194 | Jan 15, 2026 | 284 |
| -21.10% | Jul 7, 2011 | 22 | Aug 8, 2011 | 124 | Feb 3, 2012 | 146 |
| -19.20% | Aug 29, 2018 | 80 | Dec 24, 2018 | 145 | Jul 24, 2019 | 225 |
| -15.72% | Apr 20, 2022 | 113 | Sep 30, 2022 | 83 | Jan 31, 2023 | 196 |
| -13.97% | Feb 2, 2023 | 34 | Mar 23, 2023 | 183 | Dec 13, 2023 | 217 |
| -13.58% | Apr 6, 2015 | 200 | Jan 20, 2016 | 40 | Mar 17, 2016 | 240 |
| -9.16% | Jan 26, 2018 | 9 | Feb 8, 2018 | 85 | Jun 12, 2018 | 94 |
| -9.09% | May 1, 2012 | 23 | Jun 4, 2012 | 52 | Aug 16, 2012 | 75 |
| -9.05% | Feb 11, 2026 | 26 | Mar 20, 2026 | 57 | Jun 11, 2026 | 83 |
| -8.56% | Sep 5, 2014 | 26 | Oct 13, 2014 | 15 | Nov 3, 2014 | 41 |
| -8.10% | May 21, 2013 | 23 | Jun 24, 2013 | 17 | Jul 18, 2013 | 40 |
| -7.98% | Jun 8, 2021 | 28 | Jul 19, 2021 | 63 | Oct 15, 2021 | 91 |
| -7.90% | Jul 30, 2019 | 20 | Aug 27, 2019 | 39 | Oct 22, 2019 | 59 |
| -7.30% | Nov 15, 2021 | 11 | Dec 1, 2021 | 23 | Jan 4, 2022 | 34 |
| -7.04% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -6.94% | Jan 14, 2022 | 8 | Jan 27, 2022 | 42 | Mar 29, 2022 | 50 |
| -6.54% | Sep 14, 2012 | 42 | Nov 15, 2012 | 22 | Dec 18, 2012 | 64 |
| -6.52% | Feb 20, 2007 | 9 | Mar 5, 2007 | 34 | Apr 23, 2007 | 43 |
| -6.50% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -6.43% | May 10, 2011 | 22 | Jun 10, 2011 | 18 | Jul 7, 2011 | 40 |
| -6.38% | Sep 7, 2016 | 41 | Nov 3, 2016 | 12 | Nov 21, 2016 | 53 |
| -5.37% | Aug 2, 2013 | 21 | Sep 3, 2013 | 11 | Sep 18, 2013 | 32 |
| -5.36% | Jan 22, 2014 | 8 | Feb 3, 2014 | 10 | Feb 18, 2014 | 18 |