Performance analysis of IHDG (WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND)
Annual Return
Over the past 3 years, IHDG has had an average annual return of +11.12%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, IHDG has had an average annual return of +7.46%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, IHDG has had an average annual return of +10.14%, underperforming the benchmark SPY, which returned +14.95% annual.
Since May 7, 2014, IHDG has had an average annual return of +9.41%, underperforming the benchmark SPY, which returned +13.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7.47% | +14.17% | +5.97% | +20% | -11.53% | +19.74% | +10.50% | +33.41% | -12.02% | +21.92% | +1.67% | +11.83% |
| 2014 | |||||||||||
| +0.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.10% | +3.03% | -6.77% | +3.30% | +3.38% | +3.21% | -1.55% | +7.47% | |||||
| 2025 | +5.86% | +0.41% | -6.08% | -0.23% | +4.46% | +1.11% | -1.04% | +0.74% | +2.94% | +2.15% | +1.53% | +1.97% | +14.17% |
| 2024 | +1.83% | +4.51% | +3.28% | -3.13% | +3.01% | +0.16% | +0% | +1.76% | -1.26% | -3.57% | +0.55% | -0.98% | +5.97% |
| 2023 | +7.66% | -1.10% | +4.35% | +2.56% | -2.82% | +3.18% | +0.67% | -1.41% | -2.66% | -2.01% | +6.66% | +4% | +20% |
| 2022 | -5.69% | -2.85% | +3.31% | -3.80% | +0.56% | -8.32% | +8.42% | -5.23% | -5.82% | +5.02% | +8.12% | -4.08% | -11.53% |
| 2021 | +0.79% | +0.93% | +3.78% | +3.10% | +1.95% | +2.43% | +2.86% | +0.86% | -4.58% | +3.08% | -1.30% | +4.60% | +19.74% |
| 2020 | -1.19% | -6.99% | -9.19% | +7.62% | +6.48% | +1.74% | -0.69% | +2.67% | +2.66% | -3.70% | +8.30% | +4.03% | +10.50% |
| 2019 | +7.98% | +4.12% | +3.10% | +3.27% | -5.17% | +4.79% | +1.56% | -0.63% | +2.29% | +1.79% | +4% | +2.63% | +33.41% |
| 2018 | +1.22% | -3.85% | +0.11% | +1.78% | +2.21% | -0.80% | +2.79% | -0.33% | -1.48% | -6.48% | -0.13% | -7.17% | -12.02% |
| 2017 | +1.44% | +3.78% | +3.32% | +3.28% | +3.03% | -2.06% | -0.06% | +1.39% | +2.72% | +3.07% | -0.70% | +0.97% | +21.92% |
Drawdown analysis of IHDG (WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND)
The maximum drawdown for the IHDG was -29.24%, occurring on Mar 16, 2020. Recovery took 144 trading sessions.
The current IHDG drawdown is -3.48%.
Since May 7, 2014 IHDG has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.24% | Feb 12, 2020 | 22 | Mar 16, 2020 | 144 | Oct 8, 2020 | 166 |
| -19.56% | Jan 3, 2022 | 183 | Sep 26, 2022 | 147 | Apr 27, 2023 | 330 |
| -18.88% | Feb 18, 2025 | 35 | Apr 8, 2025 | 122 | Oct 2, 2025 | 157 |
| -18.50% | Aug 27, 2018 | 82 | Dec 24, 2018 | 79 | Apr 18, 2019 | 161 |
| -14.86% | Apr 27, 2015 | 201 | Feb 11, 2016 | 251 | Feb 9, 2017 | 452 |
| -10.49% | Feb 25, 2026 | 17 | Mar 20, 2026 | 58 | Jun 12, 2026 | 75 |
| -9.99% | Jun 9, 2014 | 90 | Oct 15, 2014 | 27 | Nov 21, 2014 | 117 |
| -9.32% | Jul 12, 2024 | 16 | Aug 5, 2024 | 127 | Feb 6, 2025 | 143 |
| -9.07% | Jan 23, 2018 | 12 | Feb 8, 2018 | 87 | Jun 14, 2018 | 99 |
| -7.89% | Jul 31, 2023 | 63 | Oct 27, 2023 | 19 | Nov 24, 2023 | 82 |
| -7.33% | Sep 7, 2021 | 19 | Oct 4, 2021 | 58 | Dec 27, 2021 | 77 |
| -7.12% | Oct 12, 2020 | 12 | Oct 28, 2020 | 8 | Nov 9, 2020 | 20 |
| -6.54% | Dec 5, 2014 | 6 | Dec 15, 2014 | 25 | Jan 22, 2015 | 31 |
| -5.68% | Jul 29, 2019 | 12 | Aug 14, 2019 | 16 | Sep 6, 2019 | 28 |
| -5.27% | Apr 29, 2019 | 23 | May 31, 2019 | 21 | Jul 1, 2019 | 44 |
| -4.41% | Apr 1, 2024 | 14 | Apr 19, 2024 | 17 | May 14, 2024 | 31 |
| -4.38% | Nov 12, 2025 | 6 | Nov 20, 2025 | 14 | Dec 11, 2025 | 20 |
| -4.27% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -4.16% | Feb 16, 2021 | 12 | Mar 4, 2021 | 17 | Mar 29, 2021 | 29 |
| -4.12% | Jun 2, 2017 | 23 | Jul 6, 2017 | 60 | Sep 29, 2017 | 83 |
| -3.99% | Jun 16, 2023 | 13 | Jul 7, 2023 | 15 | Jul 28, 2023 | 28 |
| -3.80% | Jun 14, 2018 | 13 | Jul 3, 2018 | 16 | Jul 26, 2018 | 29 |
| -3.64% | Jan 25, 2021 | 4 | Jan 29, 2021 | 11 | Feb 16, 2021 | 15 |
| -3.48% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.30% | May 19, 2023 | 7 | May 31, 2023 | 12 | Jun 16, 2023 | 19 |