Performance analysis of IQDG (WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND)
Annual Return
Over the past 3 years, IQDG has had an average annual return of +9.64%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, IQDG has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, IQDG has had an average annual return of +8.02%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Apr 7, 2016, IQDG has had an average annual return of +8%, underperforming the benchmark SPY, which returned +15.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.12% | +24.19% | -3.37% | +20.76% | -20.02% | +12.29% | +16.53% | +30.03% | -16.79% | +30.63% | -1.95% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4% | +2.48% | -9.11% | +4.81% | +2.99% | +0.84% | -0.30% | +5.12% | |||||
| 2025 | +6.02% | +1.39% | -2.79% | +4.06% | +4.42% | +3.55% | -4.69% | +2.91% | +2.94% | -0.22% | +1.53% | +3.27% | +24.19% |
| 2024 | -0.63% | +3.47% | +2.63% | -5.18% | +4.69% | -0.99% | +1.81% | +4.08% | -0.14% | -6.92% | -1.24% | -4.22% | -3.37% |
| 2023 | +8.89% | -3.96% | +6.40% | +3.63% | -5.37% | +4.43% | +1.85% | -3.36% | -5.26% | -2.72% | +9.54% | +6.64% | +20.76% |
| 2022 | -6.70% | -2.71% | +1.70% | -8.65% | +1.67% | -10.86% | +7.29% | -8.08% | -9.06% | +4.94% | +14.01% | -2.47% | -20.02% |
| 2021 | +0.06% | +1.12% | +1.26% | +4.48% | +3.25% | -0.03% | +2.98% | +0.19% | -6.20% | +3.57% | -3.22% | +4.77% | +12.29% |
| 2020 | -2.00% | -8.24% | -10.42% | +7.74% | +7.18% | +2.48% | +3.22% | +4.24% | +0.94% | -4.20% | +10.51% | +6.32% | +16.53% |
| 2019 | +8.92% | +3.22% | +2.09% | +2.95% | -5.98% | +5.84% | -1.40% | -1.06% | +1.64% | +3.93% | +2.97% | +4.20% | +30.03% |
| 2018 | +5.64% | -5.34% | +0.48% | -0.68% | +0.13% | -1.80% | +2.51% | -1.63% | -1.55% | -8.32% | -0.40% | -6.45% | -16.79% |
| 2017 | +3.89% | +2.49% | +3.73% | +4.68% | +4.47% | -0.93% | +2.19% | +1.38% | +2.22% | +1.37% | +0.37% | +1.31% | +30.63% |
Drawdown analysis of IQDG (WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND)
The maximum drawdown for the IQDG was -35.00%, occurring on Sep 26, 2022. Recovery took 450 trading sessions.
The current IQDG drawdown is -2.28%.
Since Apr 7, 2016 IQDG has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.00% | Aug 13, 2021 | 281 | Sep 26, 2022 | 450 | Jul 12, 2024 | 731 |
| -31.35% | Jan 17, 2020 | 44 | Mar 23, 2020 | 102 | Aug 17, 2020 | 146 |
| -24.70% | Jan 26, 2018 | 229 | Dec 24, 2018 | 245 | Dec 13, 2019 | 474 |
| -18.12% | Sep 26, 2024 | 132 | Apr 8, 2025 | 37 | Jun 2, 2025 | 169 |
| -12.36% | Feb 25, 2026 | 17 | Mar 20, 2026 | 72 | Jul 6, 2026 | 89 |
| -10.79% | Apr 20, 2016 | 47 | Jun 27, 2016 | 180 | Mar 15, 2017 | 227 |
| -7.70% | Jul 12, 2024 | 16 | Aug 5, 2024 | 12 | Aug 21, 2024 | 28 |
| -7.58% | Oct 12, 2020 | 14 | Oct 30, 2020 | 6 | Nov 9, 2020 | 20 |
| -6.62% | Jul 23, 2025 | 7 | Aug 1, 2025 | 33 | Sep 18, 2025 | 40 |
| -5.56% | Oct 6, 2025 | 33 | Nov 20, 2025 | 13 | Dec 10, 2025 | 46 |
| -5.52% | Feb 16, 2021 | 14 | Mar 8, 2021 | 23 | Apr 9, 2021 | 37 |
| -5.31% | Aug 23, 2024 | 9 | Sep 6, 2024 | 14 | Sep 26, 2024 | 23 |
| -4.50% | Jan 26, 2021 | 3 | Jan 29, 2021 | 11 | Feb 16, 2021 | 14 |
| -3.63% | Sep 2, 2020 | 3 | Sep 8, 2020 | 6 | Sep 16, 2020 | 9 |
| -3.42% | Jun 14, 2021 | 4 | Jun 18, 2021 | 15 | Jul 12, 2021 | 19 |
| -3.38% | Jun 2, 2017 | 23 | Jul 6, 2017 | 10 | Jul 20, 2017 | 33 |
| -3.28% | Jul 6, 2026 | 10 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.18% | May 7, 2021 | 3 | May 12, 2021 | 13 | Jun 1, 2021 | 16 |
| -3.11% | Sep 17, 2020 | 5 | Sep 24, 2020 | 7 | Oct 5, 2020 | 12 |
| -2.92% | Jun 12, 2025 | 5 | Jun 20, 2025 | 5 | Jun 27, 2025 | 10 |
| -2.79% | Jul 12, 2021 | 5 | Jul 19, 2021 | 7 | Jul 28, 2021 | 12 |
| -2.48% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -2.36% | Jan 8, 2021 | 5 | Jan 15, 2021 | 3 | Jan 21, 2021 | 8 |
| -2.33% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.30% | Jul 10, 2025 | 6 | Jul 18, 2025 | 3 | Jul 23, 2025 | 9 |