Last Update: 31 Aug 2021

Category: Stocks
ETF: WisdomTree International SmallCp Div (DLS)

In the last 10 years, the WisdomTree International SmallCp Div (DLS) ETF obtained a 8.36% compound annual return, with a 15.41% standard deviation.

In the last 20 years, a 10.18% compound annual return, with a 17.63% standard deviation.

In 2020, the portfolio granted a 2.43% dividend yield. If you are interested in getting periodic income, please refer to the WisdomTree International SmallCp Div (DLS): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Small Cap
  • Style: Value
  • Region: Developed Markets
  • Country: Broad Developed Markets

The WisdomTree International SmallCp Div (DLS) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Ultimate Buy&Hold FundAdvice 12.0%
Robust Alpha Architect 7.5%
Larry Portfolio Larry Swedroe 7.5%
Ultimate Buy and Hold Strategy Paul Merriman 10.0%
Big Rocks Portfolio Larry Swedroe 3.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the WisdomTree International SmallCp Div (DLS): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+2.40%
0.00%
1 - 0
3M
+2.71%
-1.06%
Jun 2021 - Jun 2021
2 - 1
6M
+12.94%
-1.06%
Jun 2021 - Jun 2021
5 - 1
YTD
+15.83%
-1.06%
Jun 2021 - Jun 2021
6 - 2
1Y
+32.14%
11.71%
-2.86%
Sep 2020 - Oct 2020
8 - 4
3Y
+6.15%
annualized
20.17%
-32.00%
Jan 2020 - Mar 2020
23 - 13
5Y
+8.74%
annualized
16.45%
-35.42%
Feb 2018 - Mar 2020
39 - 21
10Y
+8.36%
annualized
15.41%
-35.42%
Feb 2018 - Mar 2020
75 - 45
MAX
01 Jan 1995
+7.58%
annualized
16.78%
-60.75%
Nov 2007 - Feb 2009
188 - 132

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

WisdomTree International SmallCp Div (DLS) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+9.64% +89.97%
Apr 2003 - Mar 2004
-53.09%
Mar 2008 - Feb 2009
35.92%
2 Years
+8.32% +54.81%
Mar 2003 - Feb 2005
-33.04%
Mar 2007 - Feb 2009
30.64%
3 Years
+8.17% +46.13%
Apr 2003 - Mar 2006
-17.92%
Mar 2006 - Feb 2009
29.12%
5 Years
+8.81% +34.09%
Nov 2002 - Oct 2007
-6.22%
Jun 2007 - May 2012
18.39%
7 Years
+9.08% +23.64%
Nov 2000 - Oct 2007
-1.31%
Feb 1995 - Jan 2002
5.91%
10 Years
+9.41% +16.36%
Dec 1997 - Nov 2007
+3.16%
May 2007 - Apr 2017
0.00%
15 Years
+9.07% +13.47%
Feb 2003 - Jan 2018
+4.00%
Apr 2005 - Mar 2020
0.00%
20 Years
+8.84% +10.85%
Jan 1998 - Dec 2017
+7.07%
Jul 1996 - Jun 2016
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the WisdomTree International SmallCp Div (DLS) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the WisdomTree International SmallCp Div (DLS) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.77
56%
0.87
74%
1.58
67%
2.82
70%
0.40
56%
-0.02
44%
0.56
44%
-0.16
56%
-0.29
54%
-0.12
50%
0.32
65%
2.00
69%
Best
Year
8.0
2012
10.0
1998
9.9
2009
11.5
2009
13.5
2009
8.7
2000
8.8
2010
6.9
2009
11.1
2010
6.3
2007
10.0
2020
10.8
2008
Worst
Year
-10.9
2009
-10.7
2009
-20.9
2020
-6.3
2000
-12.8
2010
-11.3
2008
-5.3
2002
-11.0
1998
-13.8
2008
-23.7
2008
-8.4
1997
-6.7
2018

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in WisdomTree International SmallCp Div (DLS) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+15.83% -0.9 3.5 3.7 3.4 2.5 -1.1 1.4 2.4
2020
-1.32% -4.6 -9.9 -20.9 8.4 6.1 1.8 2.0 6.5 -0.4 -2.5 10.0 6.7
2019
+22.21% 7.5 1.9 -0.1 2.7 -5.3 3.5 -2.7 -3.0 4.2 4.6 2.6 5.3
2018
-18.92% 4.3 -4.1 -0.4 -0.1 -1.2 -3.0 1.1 -1.9 0.2 -8.7 0.3 -6.7
2017
+31.83% 4.5 2.3 2.2 3.6 2.7 1.3 3.8 0.3 2.9 1.4 0.4 2.9
2016
+6.78% -5.6 -1.1 8.7 1.0 1.5 -5.4 6.3 0.2 3.3 -2.1 -1.4 2.1
2015
+7.46% 0.3 7.3 -0.7 5.3 0.7 -2.7 0.0 -5.2 -3.0 5.4 0.4 0.2
2014
-8.99% -2.3 5.4 0.5 -0.8 1.4 0.5 -1.7 0.1 -6.6 -0.4 -3.0 -2.1
2013
+26.37% 4.2 0.6 1.8 4.2 -3.8 -3.4 5.7 0.5 8.9 3.5 -0.4 2.6
2012
+24.05% 8.0 3.9 1.5 -1.9 -10.0 3.6 -0.8 4.3 3.6 1.6 2.2 7.0
2011
-12.32% 0.7 2.2 -0.2 4.9 -2.8 -1.5 -1.8 -5.3 -9.7 5.8 -1.8 -2.8
2010
+19.40% -1.7 0.5 6.9 1.2 -12.8 -0.5 8.8 -3.2 11.1 4.3 -4.8 10.7
2009
+37.16% -10.9 -10.7 9.9 11.5 13.5 0.7 8.5 6.9 5.4 -1.9 2.1 0.6
2008
-44.35% -5.6 0.0 1.1 2.3 1.5 -11.3 -3.7 -2.3 -13.8 -23.7 -7.7 10.8
2007
+4.52% 2.1 1.2 4.8 4.7 2.2 -1.9 -0.9 -3.3 2.0 6.3 -6.3 -5.5
2006
+28.39% 7.3 0.2 4.8 4.2 -4.8 -1.9 -0.4 2.6 1.0 4.4 4.8 3.8
2005
+23.23% 2.8 4.7 -0.9 -2.0 -1.5 2.4 3.8 3.9 2.3 -2.3 1.9 6.4
2004
+34.80% 6.1 3.1 4.2 -3.5 -1.0 4.6 -3.5 1.2 2.7 3.3 8.8 5.2
2003
+66.48% 0.3 0.5 -0.9 9.5 10.1 5.6 4.1 5.5 5.6 5.7 0.4 6.3
2002
+5.79% -1.0 4.0 4.8 3.9 6.3 -1.8 -5.3 -0.3 -6.6 -1.0 2.2 1.2
2001
-4.59% 2.8 1.0 -5.2 7.5 0.5 -0.9 -2.2 2.2 -11.0 2.8 0.5 -1.5
2000
-3.08% -1.6 -2.4 3.9 -6.3 1.5 8.7 -3.7 1.8 -3.2 -5.3 1.3 3.1
1999
+19.04% -2.1 -1.3 5.9 10.3 -0.9 6.6 3.3 0.5 -0.6 -1.8 -2.2 0.7
1998
+5.27% 7.2 10.0 2.0 -1.8 -1.0 -2.9 -3.1 -11.0 -2.6 6.2 4.4 -0.6
1997
-22.72% -2.5 0.8 -0.8 -2.3 6.7 1.5 -3.9 -4.6 -1.9 -4.0 -8.4 -5.4
1996
+0.95% 2.0 1.1 1.4 5.2 0.5 -1.4 -4.1 -0.5 0.0 -1.2 1.1 -2.8
1995
+1.16% -0.7 -1.5 4.8 1.1 -1.8 -1.9 3.9 -2.5 -1.5 -3.2 0.9 4.0

ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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