Last Update: 28 Feb 2021
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.
| 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
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 |
+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
| 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
| 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 |