Last Update: 28 Feb 2021

Category: Stocks
ETF: WisdomTree US SmallCap Dividend ETF (DES)

In the last 10 years, the WisdomTree US SmallCap Dividend ETF (DES) ETF obtained a 9.58% compound annual return, with a 18.15% 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.

Capital Growth:
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Period Returns
Feb 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+8.64%
0.00%
1 - 0
3M
+19.11%
0.00%
3 - 0
6M
+33.42%
-5.52%
Sep 2020 - Sep 2020
5 - 1
YTD
+10.64%
0.00%
2 - 0
1Y
+26.12%
34.24%
-24.95%
Mar 2020 - Mar 2020
10 - 2
3Y
+5.79%
annualized
25.50%
-38.06%
Sep 2018 - Mar 2020
26 - 10
5Y
+10.22%
annualized
21.48%
-38.06%
Sep 2018 - Mar 2020
41 - 19
10Y
+9.58%
annualized
18.15%
-38.06%
Sep 2018 - Mar 2020
79 - 41
MAX
01 Jul 2006
+7.28%
annualized
20.75%
-58.38%
Jun 2007 - Feb 2009
117 - 59

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

WisdomTree US SmallCap Dividend ETF (DES) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.03% +84.84%
Apr 2009 - Mar 2010
-48.20%
Mar 2008 - Feb 2009
32.12%
2 Years
+7.30% +52.31%
Mar 2009 - Feb 2011
-34.39%
Mar 2007 - Feb 2009
24.18%
3 Years
+8.72% +33.68%
Mar 2009 - Feb 2012
-12.89%
Jul 2006 - Jun 2009
19.86%
5 Years
+10.00% +29.15%
Mar 2009 - Feb 2014
-2.74%
Apr 2015 - Mar 2020
5.13%
7 Years
+10.51% +20.18%
Apr 2009 - Mar 2016
+2.16%
Apr 2013 - Mar 2020
0.00%
10 Years
+9.81% +18.05%
Mar 2009 - Feb 2019
+5.68%
Apr 2010 - 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

WisdomTree US SmallCap Dividend ETF (DES) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average -0.9 -0.4 0.7 3.7 -0.9 0.4 1.5 0.0 1.1 0.5 2.0 1.6
Best 11.1
2019
8.6
2021
9.2
2016
24.5
2009
4.4
2018
6.4
2019
11.7
2009
5.8
2009
9.0
2010
12.9
2011
15.3
2020
7.7
2020
Worst -16.6
2009
-18.2
2009
-25.0
2020
-2.2
2015
-9.0
2019
-12.3
2008
-8.4
2007
-6.4
2010
-8.6
2011
-20.8
2008
-9.7
2008
-11.5
2018
Gain
Frequency
40 67 79 79 57 71 67 60 60 67 80 73

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+10.64% 1.8 8.6
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
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