Performance analysis of DTD (WISDOMTREE U.S. TOTAL DIVIDEND FUND)
Annual Return
Over the past 3 years, DTD has had an average annual return of +16.42%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DTD has had an average annual return of +12.10%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, DTD has had an average annual return of +11.83%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Jun 16, 2006, DTD has had an average annual return of +9.69%, underperforming the benchmark SPY, which returned +11.30% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +12.07% | +14.26% | +18.55% | +10.63% | -3.84% | +26.24% | +2.43% | +28.19% | -6.45% | +17.35% | +16.64% | -1.46% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |||
| +14.25% | +28.07% | +13.11% | +8.39% | +16.30% | +19.56% | -34.79% | +1.18% | +15.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.64% | +2.63% | -3.94% | +5.88% | +1.72% | +0.76% | +1.07% | +12.07% | |||||
| 2025 | +3.35% | +1.59% | -2.96% | -3.08% | +3.76% | +3.36% | +1.23% | +3.20% | +1.63% | -0.39% | +2.08% | -0.06% | +14.26% |
| 2024 | +0.74% | +3.37% | +4.36% | -3.99% | +3.72% | +1.17% | +4.25% | +2.90% | +1.45% | -0.29% | +5.66% | -5.56% | +18.55% |
| 2023 | +3.45% | -2.97% | +0.14% | +1.06% | -3.72% | +5.96% | +3.49% | -1.91% | -3.93% | -2.54% | +6.79% | +5.18% | +10.63% |
| 2022 | -1.40% | -1.56% | +3.13% | -4.48% | +2.47% | -7.66% | +5.86% | -2.76% | -8.31% | +11.14% | +5.84% | -4.26% | -3.84% |
| 2021 | -0.84% | +2.04% | +6.98% | +3.49% | +1.80% | +0.06% | +1.88% | +2.45% | -4.50% | +5.69% | -1.39% | +6.50% | +26.24% |
| 2020 | -1.85% | -9.45% | -15.92% | +11.64% | +3.25% | +0.62% | +3.46% | +4.70% | -3.11% | -2.54% | +11.64% | +3.48% | +2.43% |
| 2019 | +7.70% | +3.32% | +1.09% | +3.36% | -6.33% | +6.81% | +1.42% | -2.22% | +3.55% | +1.55% | +2.90% | +2.69% | +28.19% |
| 2018 | +3.13% | -4.49% | -2.06% | +0.42% | +1.69% | +0.70% | +3.43% | +2.30% | +0.38% | -4.83% | +2.08% | -8.60% | -6.45% |
| 2017 | +0.54% | +3.79% | -0.34% | +0.29% | +0.81% | +0.74% | +1.61% | -0.14% | +2.38% | +1.64% | +3.63% | +1.25% | +17.35% |
Drawdown analysis of DTD (WISDOMTREE U.S. TOTAL DIVIDEND FUND)
The maximum drawdown for the DTD was -58.17%, occurring on Mar 9, 2009. Recovery took 855 trading sessions.
The current DTD drawdown is -0.96%.
Since Jun 16, 2006 DTD 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 |
|---|---|---|---|---|---|---|
| -58.17% | Oct 9, 2007 | 355 | Mar 9, 2009 | 855 | Jul 27, 2012 | 1210 |
| -37.28% | Feb 12, 2020 | 27 | Mar 23, 2020 | 188 | Dec 17, 2020 | 215 |
| -17.57% | Sep 21, 2018 | 64 | Dec 24, 2018 | 69 | Apr 4, 2019 | 133 |
| -16.15% | Apr 20, 2022 | 113 | Sep 30, 2022 | 199 | Jul 19, 2023 | 312 |
| -14.41% | Nov 29, 2024 | 87 | Apr 8, 2025 | 56 | Jun 30, 2025 | 143 |
| -12.64% | May 18, 2015 | 69 | Aug 25, 2015 | 148 | Mar 29, 2016 | 217 |
| -10.39% | Jan 26, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -9.84% | Jul 24, 2023 | 68 | Oct 27, 2023 | 32 | Dec 13, 2023 | 100 |
| -9.32% | Jul 13, 2007 | 23 | Aug 15, 2007 | 36 | Oct 5, 2007 | 59 |
| -7.09% | Oct 18, 2012 | 18 | Nov 15, 2012 | 31 | Jan 2, 2013 | 49 |
| -6.35% | May 3, 2019 | 19 | May 31, 2019 | 14 | Jun 20, 2019 | 33 |
| -6.31% | Jan 4, 2022 | 35 | Feb 24, 2022 | 23 | Mar 29, 2022 | 58 |
| -6.30% | Feb 11, 2026 | 31 | Mar 27, 2026 | 14 | Apr 17, 2026 | 45 |
| -6.30% | Sep 19, 2014 | 18 | Oct 15, 2014 | 12 | Oct 31, 2014 | 30 |
| -5.97% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.96% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -5.87% | Feb 20, 2007 | 9 | Mar 5, 2007 | 29 | Apr 16, 2007 | 38 |
| -5.71% | Jul 26, 2019 | 13 | Aug 14, 2019 | 19 | Sep 11, 2019 | 32 |
| -5.16% | Mar 28, 2024 | 13 | Apr 17, 2024 | 20 | May 15, 2024 | 33 |
| -5.14% | Jul 16, 2024 | 14 | Aug 5, 2024 | 9 | Aug 16, 2024 | 23 |
| -5.00% | Sep 2, 2021 | 19 | Sep 30, 2021 | 16 | Oct 22, 2021 | 35 |
| -4.99% | Sep 7, 2016 | 42 | Nov 4, 2016 | 11 | Nov 21, 2016 | 53 |
| -4.76% | Aug 2, 2013 | 20 | Aug 30, 2013 | 12 | Sep 18, 2013 | 32 |
| -4.60% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.53% | Dec 29, 2014 | 22 | Jan 30, 2015 | 10 | Feb 13, 2015 | 32 |