Last Update: 31 Aug 2021
In the last 10 years, the WisdomTree US SmallCap Dividend ETF (DES) ETF obtained a 11.57% compound annual return, with a 18.08% standard deviation.
In the last 20 years, a 8.73% compound annual return, with a 19.79% standard deviation.
In 2020, the portfolio granted a 2.59% dividend yield. If you are interested in getting periodic income, please refer to the WisdomTree US SmallCap Dividend ETF (DES): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Micro Cap
- Style: Blend
- Region: North America
- Country: U.S.
The WisdomTree US SmallCap Dividend ETF (DES) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Aggressive Global Income | 20.0% |
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 US SmallCap Dividend ETF (DES): Dividend Yield page.
ETF Returns, up to June 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.72%
|
0.00%
|
1 - 0 | |
|
3M
|
-2.07%
|
-3.72%
Jun 2021 - Jul 2021
|
1 - 2 | |
|
6M
|
+9.47%
|
-3.72%
Jun 2021 - Jul 2021
|
4 - 2 | |
|
YTD
|
+21.12%
|
-3.72%
Jun 2021 - Jul 2021
|
6 - 2 | |
|
1Y
|
+46.05%
|
18.32%
|
-5.52%
Sep 2020 - Sep 2020
|
9 - 3 |
|
3Y
|
+4.44%
annualized
|
25.70%
|
-38.06%
Sep 2018 - Mar 2020
|
24 - 12 |
|
5Y
|
+8.11%
annualized
|
21.29%
|
-38.06%
Sep 2018 - Mar 2020
|
40 - 20 |
|
10Y
|
+11.57%
annualized
|
18.08%
|
-38.06%
Sep 2018 - Mar 2020
|
81 - 39 |
|
MAX
01 Jan 1972
|
+11.44%
annualized
|
19.77%
|
-58.38%
Jun 2007 - Feb 2009
|
370 - 226 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
WisdomTree US SmallCap Dividend ETF (DES) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+13.32% |
+97.53% Jul 1982 - Jun 1983 |
-48.20% Mar 2008 - Feb 2009 |
25.13% |
| 2 Years |
+12.32% |
+52.31% Mar 2009 - Feb 2011 |
-34.39% Mar 2007 - Feb 2009 |
14.14% |
| 3 Years |
+12.52% |
+37.65% Jan 1975 - Dec 1977 |
-21.43% Mar 2006 - Feb 2009 |
10.87% |
| 5 Years |
+12.80% |
+34.06% Jan 1975 - Dec 1979 |
-8.09% Mar 2004 - Feb 2009 |
3.54% |
| 7 Years |
+12.76% |
+29.58% Jan 1975 - Dec 1981 |
-2.85% Apr 2002 - Mar 2009 |
0.78% |
| 10 Years |
+12.52% |
+26.24% Oct 1974 - Sep 1984 |
+1.13% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+12.06% |
+22.73% Oct 1974 - Sep 1989 |
+4.19% Mar 1994 - Feb 2009 |
0.00% |
| 20 Years |
+12.02% |
+19.44% Oct 1974 - Sep 1994 |
+5.14% Apr 2000 - Mar 2020 |
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 US SmallCap Dividend ETF (DES) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the WisdomTree US SmallCap Dividend ETF (DES) 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.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
2.19 60% |
0.94 62% |
1.13 72% |
1.94 68% |
0.79 60% |
1.08 64% |
0.32 52% |
0.38 56% |
0.01 53% |
-0.27 53% |
2.20 73% |
2.17 71% |
| Best Year |
24.8 1975 |
16.5 2000 |
9.8 1979 |
24.5 2009 |
11.1 1997 |
9.3 2000 |
11.7 2009 |
11.9 1984 |
10.5 1973 |
14.1 1982 |
15.3 2020 |
11.5 1999 |
| Worst Year |
-16.6 2009 |
-18.2 2009 |
-25.0 2020 |
-7.4 1973 |
-9.0 2019 |
-12.3 2008 |
-14.0 2002 |
-19.3 1998 |
-14.1 2001 |
-29.0 1987 |
-18.2 1973 |
-11.5 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in WisdomTree US SmallCap Dividend ETF (DES) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+21.12% | 1.8 | 8.6 | 5.9 | 2.3 | 3.2 | -2.5 | -1.3 | 1.7 | ||||
| 2020 |
-4.26% | -6.6 | -10.1 | -25.0 | 13.5 | 1.2 | 3.3 | 1.9 | 4.3 | -5.5 | 2.8 | 15.3 | 7.7 |
| 2019 |
+20.26% | 11.1 | 4.1 | -2.8 | 2.6 | -9.0 | 6.4 | 0.7 | -4.6 | 6.2 | 1.5 | 2.0 | 2.2 |
| 2018 |
-12.83% | -0.2 | -6.0 | 1.1 | 2.0 | 4.4 | 2.1 | 1.5 | 1.9 | -2.1 | -7.6 | 2.0 | -11.5 |
| 2017 |
+8.63% | -1.4 | 0.4 | -0.8 | 1.5 | -3.3 | 2.3 | 1.2 | -2.5 | 6.7 | 0.7 | 4.0 | -0.2 |
| 2016 |
+31.39% | -5.5 | 3.1 | 9.2 | 2.3 | -0.1 | 3.0 | 4.8 | 0.2 | 0.8 | -3.8 | 11.1 | 3.7 |
| 2015 |
-5.71% | -3.4 | 4.7 | 1.1 | -2.2 | 0.2 | 0.4 | -2.2 | -4.9 | -3.1 | 6.7 | 1.9 | -4.3 |
| 2014 |
+7.57% | -3.9 | 3.9 | 1.5 | -1.2 | 0.8 | 3.6 | -5.0 | 4.6 | -6.0 | 8.1 | 0.0 | 2.0 |
| 2013 |
+36.73% | 5.8 | 2.2 | 4.2 | 0.4 | 2.1 | 0.4 | 7.6 | -5.0 | 5.6 | 4.5 | 3.1 | 1.4 |
| 2012 |
+18.31% | 6.4 | 0.9 | 2.7 | -1.2 | -4.9 | 5.6 | -0.9 | 3.0 | 3.5 | -1.0 | 0.1 | 3.2 |
| 2011 |
-2.03% | -1.2 | 3.3 | 1.1 | 1.8 | -1.4 | -1.6 | -2.8 | -5.9 | -8.6 | 12.9 | -0.2 | 1.9 |
| 2010 |
+27.00% | -2.2 | 4.4 | 8.6 | 6.0 | -7.0 | -6.0 | 7.0 | -6.4 | 9.0 | 4.0 | 1.8 | 6.8 |
| 2009 |
+22.17% | -16.6 | -18.2 | 7.3 | 24.5 | 1.3 | 0.9 | 11.7 | 5.8 | 6.9 | -6.3 | 3.3 | 7.2 |
| 2008 |
-28.18% | 0.2 | -5.5 | 1.8 | 1.8 | 0.7 | -12.3 | 5.3 | 3.7 | 1.3 | -20.8 | -9.7 | 4.7 |
| 2007 |
-12.43% | 1.5 | -1.7 | 0.4 | 0.2 | 2.8 | -2.1 | -8.4 | 4.3 | -0.3 | 0.1 | -6.8 | -2.4 |
| 2006 |
+21.60% | 8.2 | -0.5 | 5.0 | 0.1 | -4.6 | -0.2 | 0.0 | 2.1 | 1.7 | 5.1 | 2.3 | 1.0 |
| 2005 |
+7.53% | -2.2 | 2.8 | -2.5 | -5.6 | 6.5 | 3.6 | 6.1 | -1.6 | 0.7 | -3.6 | 5.2 | -1.1 |
| 2004 |
+22.41% | 3.0 | 1.8 | 1.5 | -3.9 | 2.2 | 5.5 | -5.5 | -1.0 | 5.0 | 2.1 | 8.8 | 1.9 |
| 2003 |
+38.50% | -3.1 | -3.5 | 0.5 | 8.6 | 7.7 | 2.7 | 5.0 | 5.0 | -2.7 | 8.6 | 3.9 | 1.4 |
| 2002 |
-14.31% | 1.5 | -2.1 | 7.8 | 3.2 | -4.3 | -5.3 | -14.0 | 0.6 | -5.8 | 2.9 | 5.4 | -3.3 |
| 2001 |
+6.43% | 4.8 | -5.9 | -4.6 | 7.9 | 2.0 | 2.2 | -0.7 | -1.8 | -14.1 | 5.7 | 6.6 | 6.7 |
| 2000 |
-2.67% | -1.7 | 16.5 | -6.7 | -6.0 | -5.8 | 9.3 | -3.4 | 7.6 | -3.0 | -4.3 | -10.3 | 8.6 |
| 1999 |
+23.13% | 1.2 | -8.1 | 1.5 | 8.9 | 1.7 | 5.8 | -2.2 | -3.8 | -0.1 | 0.4 | 6.0 | 11.5 |
| 1998 |
-2.61% | -1.6 | 7.5 | 4.2 | 0.5 | -5.4 | -0.2 | -8.0 | -19.3 | 7.5 | 4.2 | 5.3 | 6.2 |
| 1997 |
+24.59% | 2.3 | -2.5 | -4.7 | 0.4 | 11.1 | 5.2 | 5.4 | 2.2 | 7.3 | -4.4 | -0.5 | 1.7 |
| 1996 |
+18.12% | 0.2 | 3.4 | 1.9 | 5.6 | 3.9 | -3.8 | -8.4 | 5.9 | 3.8 | -1.5 | 4.4 | 2.4 |
| 1995 |
+28.74% | -1.0 | 3.6 | 2.2 | 2.2 | 1.9 | 5.0 | 5.8 | 2.2 | 1.7 | -4.3 | 3.9 | 2.8 |
| 1994 |
-0.51% | 3.6 | -0.4 | -5.1 | 0.7 | -0.8 | -3.3 | 1.8 | 5.5 | -0.3 | -0.4 | -3.9 | 2.6 |
| 1993 |
+18.70% | 3.8 | -1.9 | 3.1 | -2.8 | 4.3 | 0.3 | 0.9 | 4.2 | 2.8 | 2.7 | -2.9 | 3.3 |
| 1992 |
+18.20% | 8.0 | 3.5 | -3.4 | -3.0 | 1.2 | -4.8 | 3.6 | -2.4 | 1.7 | 3.2 | 7.0 | 3.4 |
| 1991 |
+45.26% | 8.6 | 11.4 | 6.9 | -0.4 | 4.4 | -5.5 | 3.8 | 4.1 | 0.4 | 2.7 | -4.9 | 8.1 |
| 1990 |
-18.13% | -8.3 | 2.0 | 4.8 | -3.4 | 7.1 | 0.3 | -4.3 | -12.9 | -8.9 | -6.0 | 7.8 | 4.5 |
| 1989 |
+19.41% | 4.6 | 0.7 | 2.6 | 4.5 | 4.4 | -1.7 | 4.4 | 3.0 | 0.3 | -5.5 | 1.0 | 0.2 |
| 1988 |
+23.78% | 3.8 | 8.3 | 3.1 | 1.7 | -1.4 | 7.2 | -1.4 | -2.5 | 2.9 | -0.3 | -2.8 | 3.8 |
| 1987 |
-6.42% | 11.6 | 7.2 | 2.0 | -2.9 | 0.1 | 2.8 | 3.5 | 3.5 | -2.1 | -29.0 | -4.8 | 8.5 |
| 1986 |
+9.77% | 1.7 | 7.5 | 5.2 | 1.6 | 4.4 | 0.9 | -9.0 | 3.9 | -6.4 | 3.6 | 0.0 | -2.6 |
| 1985 |
+33.70% | 11.8 | 2.3 | -1.6 | -0.5 | 4.2 | 2.3 | 2.3 | -0.9 | -5.4 | 3.8 | 7.5 | 4.5 |
| 1984 |
-4.26% | -1.8 | -5.7 | 1.0 | -0.5 | -5.4 | 3.1 | -4.2 | 11.9 | -0.4 | -1.1 | -2.1 | 2.1 |
| 1983 |
+31.64% | 6.8 | 5.7 | 4.5 | 7.8 | 6.1 | 4.4 | -2.4 | -3.0 | 2.0 | -6.1 | 4.7 | -1.5 |
| 1982 |
+29.27% | -3.5 | -4.3 | -0.7 | 5.8 | -2.6 | -2.4 | -1.5 | 9.2 | 4.0 | 14.1 | 8.9 | 1.0 |
| 1981 |
+4.36% | -0.8 | 1.2 | 7.6 | 3.1 | 3.3 | -1.8 | -2.3 | -7.2 | -7.4 | 8.1 | 3.4 | -1.6 |
| 1980 |
+35.78% | 7.0 | -2.4 | -16.6 | 6.6 | 8.3 | 4.7 | 10.3 | 5.3 | 3.2 | 3.2 | 7.2 | -2.7 |
| 1979 |
+41.02% | 8.3 | -2.7 | 9.8 | 2.2 | -1.4 | 5.9 | 3.3 | 7.9 | -0.4 | -10.1 | 8.4 | 5.7 |
| 1978 |
+17.74% | -3.6 | 1.8 | 6.3 | 8.0 | 5.7 | 0.1 | 5.9 | 8.0 | -1.2 | -19.4 | 6.1 | 2.3 |
| 1977 |
+15.67% | 1.0 | -1.5 | 0.4 | 1.7 | 0.0 | 6.8 | -0.3 | -0.5 | 1.0 | -2.6 | 7.7 | 1.6 |
| 1976 |
+45.33% | 17.8 | 6.9 | 1.4 | -1.1 | -1.9 | 4.7 | 0.0 | -1.7 | 2.9 | -1.9 | 4.0 | 8.7 |
| 1975 |
+55.13% | 24.8 | 4.4 | 6.5 | 4.5 | 7.2 | 6.3 | -3.9 | -4.4 | -3.8 | 3.5 | 3.1 | -0.4 |
| 1974 |
-27.59% | 7.1 | 0.1 | -1.5 | -5.8 | -7.7 | -3.0 | -4.2 | -8.8 | -8.7 | 12.2 | -4.0 | -5.6 |
| 1973 |
-32.85% | -6.4 | -7.8 | -2.9 | -7.4 | -7.2 | -3.5 | 11.0 | -3.2 | 10.5 | -0.4 | -18.2 | -0.1 |
| 1972 |
+8.66% | 6.1 | 3.6 | 0.9 | 0.7 | -0.5 | -2.6 | -2.8 | 2.0 | -2.6 | -0.6 | 5.8 | -1.0 |
ETF Returns, up to June 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.