Data Source: from January 1972 to July 2022
Consolidated Returns as of 31 Jul 2022
Live Update: Aug 15 2022
Category: Stocks
ETF: WisdomTree US SmallCap Dividend ETF (DES)
ETF • LIVE PERFORMANCE (USD currency)
0.42%
1 Day
Aug 15 2022
3.10%
Current Month
August 2022

In the last 30 Years, the WisdomTree US SmallCap Dividend ETF (DES) ETF obtained a 9.66% compound annual return, with a 19.03% standard deviation.

In 2021, the ETF granted a 2.85% dividend yield. If you are interested in getting periodic income, please refer to the WisdomTree US SmallCap Dividend ETF (DES) ETF: 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 part of the following Lazy Portfolios:

Portfolio Name Author DES Weight
Aggressive Global Income 20.0%

Historical Returns as of Jul 31, 2022

Historical returns and stats of WisdomTree US SmallCap Dividend ETF (DES) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

WISDOMTREE US SMALLCAP DIVIDEND ETF (DES) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 1972 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
7.81
7.82
0.00
1 - 0
3M
2.90
0.41
-7.63
Jun 2022 - Jun 2022
2 - 1
6M
-2.81
-7.77
-10.83
Apr 2022 - Jun 2022
4 - 2
YTD
-6.47
-11.99
-13.25
Jan 2022 - Jun 2022
4 - 3
1Y
-0.69
-8.49
15.88
-13.25
Jan 2022 - Jun 2022
7 - 5
58% pos
3Y(*)
6.63
1.63
24.15
-36.97
Jan 2020 - Mar 2020
24 - 12
67% pos
5Y(*)
5.25
1.31
21.73
-38.08
Sep 2018 - Mar 2020
39 - 21
65% pos
10Y(*)
9.86
7.07
17.88
-38.08
Sep 2018 - Mar 2020
81 - 39
68% pos
15Y(*)
7.28
4.79
20.81
-55.49
Sep 2007 - Feb 2009
117 - 63
65% pos
20Y(*)
9.23
6.55
19.28
-58.38
Jun 2007 - Feb 2009
157 - 83
65% pos
25Y(*)
7.87
5.26
20.11
-58.38
Jun 2007 - Feb 2009
189 - 111
63% pos
30Y(*)
9.66
6.96
19.03
-58.38
Jun 2007 - Feb 2009
231 - 129
64% pos
MAX(*)
01 Jan 1972
11.17
6.91
19.72
-58.38
Jun 2007 - Feb 2009
376 - 231
62% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89% , 10Y: 2.60% , 30Y: 2.52%

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

Correlations as of Jul 31, 2022

Monthly correlations of WisdomTree US SmallCap Dividend ETF (DES) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

WISDOMTREE US SMALLCAP DIVIDEND ETF (DES) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs DES
 
Asset Class 1 Year 5 Years 10 Years 30 Years Since
Jan 1992
US Total Stock Market
VTI
0.93
0.88
0.86
0.85
0.85
US Large Cap
SPY
0.93
0.86
0.84
0.79
0.79
US Small Cap
IJR
0.97
0.97
0.97
0.97
0.97
US REITs
VNQ
0.80
0.78
0.66
0.68
0.68
US Technology
QQQ
0.84
0.69
0.64
0.68
0.68
Preferred Stocks
PFF
0.94
0.76
0.64
0.43
0.43
EAFE Stocks
EFA
0.96
0.86
0.76
0.71
0.70
World All Countries
VT
0.95
0.89
0.85
0.78
0.78
Emerging Markets
EEM
0.74
0.73
0.63
0.67
0.66
Europe
VGK
0.92
0.85
0.73
0.71
0.71
Pacific
VPL
0.95
0.84
0.72
0.59
0.59
Latin America
FLLA
0.61
0.61
0.54
0.61
0.61
US Total Bond Market
BND
0.75
0.16
0.08
0.04
0.04
Long Term Treasuries
TLT
0.51
-0.33
-0.30
-0.22
-0.22
US Cash
BIL
-0.11
-0.31
-0.25
-0.03
-0.04
TIPS
TIP
0.79
0.30
0.20
0.07
0.07
Investment Grade Bonds
LQD
0.85
0.44
0.35
0.21
0.21
High Yield Bonds
HYG
0.92
0.78
0.72
0.65
0.64
International Bond Market
BNDX
0.64
0.21
0.17
0.09
0.09
Emerging Market Bonds
EMB
0.90
0.61
0.50
0.52
0.52
Gold
GLD
0.27
0.00
-0.02
0.06
0.06
Commodities
DBC
0.17
0.61
0.49
0.33
0.32

Capital Growth as of Jul 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since August 1992, now would be worth 15881.32$, with a total return of 1488.13% (9.66% annualized).

The Inflation Adjusted Capital now would be 7531.24$, with a net total return of 653.12% (6.96% annualized).
An investment of 1000$, since January 1972, now would be worth 211464.43$, with a total return of 21046.44% (11.17% annualized).

The Inflation Adjusted Capital now would be 29334.77$, with a net total return of 2833.48% (6.91% annualized).

Drawdowns

Worst drawdowns since August 1992.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.38% Jun 2007 Feb 2009 21 Mar 2012 37 58
-38.08% Sep 2018 Mar 2020 19 Feb 2021 11 30
-29.82% May 1998 Aug 1998 4 Dec 1999 16 20
-27.50% May 2002 Feb 2003 10 Oct 2003 8 18
-24.76% Mar 2000 Sep 2001 19 Apr 2002 7 26
-13.25% Jan 2022 Jun 2022 6 in progress 1 7
-12.77% Apr 2015 Jan 2016 10 Apr 2016 3 13
-11.92% Jun 1996 Jul 1996 2 Dec 1996 5 7
-8.62% Feb 1994 Jun 1994 5 Mar 1995 9 14
-7.97% Mar 2005 Apr 2005 2 Jun 2005 2 4
-7.09% Feb 1997 Mar 1997 2 May 1997 2 4
-6.58% Jul 2014 Sep 2014 3 Oct 2014 1 4
-6.45% Jul 2004 Aug 2004 2 Oct 2004 2 4
-6.36% Dec 2017 Feb 2018 3 May 2018 3 6
-6.01% Apr 2012 May 2012 2 Aug 2012 3 5
-5.08% Jun 2021 Sep 2021 4 Dec 2021 3 7
-4.96% Aug 2013 Aug 2013 1 Sep 2013 1 2
-4.93% Oct 1997 Nov 1997 2 Feb 1998 3 5
-4.73% May 2006 Jun 2006 2 Oct 2006 4 6
-4.45% Aug 2005 Oct 2005 3 Nov 2005 1 4

Worst drawdowns since January 1972.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-58.38% Jun 2007 Feb 2009 21 Mar 2012 37 58
-53.43% May 1972 Sep 1974 29 Dec 1976 27 56
-38.08% Sep 2018 Mar 2020 19 Feb 2021 11 30
-33.84% Sep 1987 Nov 1987 3 Apr 1989 17 20
-30.61% Oct 1989 Oct 1990 13 Mar 1991 5 18
-29.82% May 1998 Aug 1998 4 Dec 1999 16 20
-27.50% May 2002 Feb 2003 10 Oct 2003 8 18
-24.76% Mar 2000 Sep 2001 19 Apr 2002 7 26
-20.35% Sep 1978 Oct 1978 2 Apr 1979 6 8
-18.74% Jul 1983 Jul 1984 13 Jan 1985 6 19
-18.57% Feb 1980 Mar 1980 2 Jul 1980 4 6
-17.67% Jun 1981 Jul 1982 14 Oct 1982 3 17
-13.25% Jan 2022 Jun 2022 6 in progress 1 7
-12.77% Apr 2015 Jan 2016 10 Apr 2016 3 13
-11.92% Jun 1996 Jul 1996 2 Dec 1996 5 7
-11.53% Jul 1986 Sep 1986 3 Feb 1987 5 8
-10.49% Sep 1979 Oct 1979 2 Dec 1979 2 4
-9.77% Mar 1992 Jun 1992 4 Nov 1992 5 9
-8.62% Feb 1994 Jun 1994 5 Mar 1995 9 14
-7.97% Mar 2005 Apr 2005 2 Jun 2005 2 4

Rolling Returns ( more details)

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

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
13.36 97.53
Jul 1982 - Jun 1983
-48.20
Mar 2008 - Feb 2009
25.34%
2 Years
12.42 52.31
Mar 2009 - Feb 2011
-34.39
Mar 2007 - Feb 2009
13.87%
3 Years
12.42 37.65
Jan 1975 - Dec 1977
-21.43
Mar 2006 - Feb 2009
10.66%
5 Years
12.67 34.06
Jan 1975 - Dec 1979
-8.09
Mar 2004 - Feb 2009
3.47%
7 Years
12.65 29.58
Jan 1975 - Dec 1981
-2.85
Apr 2002 - Mar 2009
0.76%
10 Years
12.47 26.24
Oct 1974 - Sep 1984
1.13
Mar 1999 - Feb 2009
0.00%
15 Years
11.93 22.73
Oct 1974 - Sep 1989
4.19
Mar 1994 - Feb 2009
0.00%
20 Years
11.92 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

WisdomTree US SmallCap Dividend ETF (DES) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.07
59%
0.94
63%
1.12
73%
1.77
67%
0.84
61%
0.91
63%
0.46
53%
0.38
56%
-0.06
52%
-0.20
54%
2.11
72%
2.25
72%
Best
Year
24.8
1975
16.5
2000
9.8
1979
24.5
2009
11.1
1997
9.3
2000
11.7
2009
11.8
1984
10.5
1973
14.1
1982
15.3
2020
11.5
1999
Worst
Year
-16.5
2009
-18.2
2009
-24.9
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
Statistics calculated for the period Jan 1972 - Jul 2022

Monthly/Yearly Returns

WisdomTree US SmallCap Dividend ETF (DES) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
376 Positive Months (62%) - 231 Negative Months (38%)
Jan 1972 - Jul 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-6.47 -11.99 -3.8 0.6 0.5 -6.6 3.3 -7.6 7.8
2021
+26.44 +18.13 1.8 8.6 5.9 2.3 3.2 -2.5 -1.3 1.7 -3.1 3.7 -1.9 5.9
2020
-4.26 -5.55 -6.6 -10.1 -24.9 13.5 1.2 3.3 1.9 4.2 -5.5 2.8 15.3 7.7
2019
+20.26 +17.57 11.1 4.1 -2.8 2.6 -9.0 6.4 0.6 -4.6 6.1 1.5 2.0 2.2
2018
-12.83 -14.46 -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 +6.39 -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 +28.72 -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 -6.39 -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 +6.76 -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 +34.71 5.8 2.2 4.2 0.4 2.1 0.4 7.6 -5.0 5.6 4.4 3.1 1.4
2012
+18.31 +16.29 6.4 0.9 2.7 -1.2 -4.9 5.6 -0.8 3.0 3.5 -0.9 0.1 3.2
2011
-2.03 -4.84 -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 +25.12 -2.2 4.4 8.6 6.0 -6.9 -6.0 7.0 -6.4 9.0 4.0 1.8 6.8
2009
+22.17 +18.94 -16.5 -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 -28.25 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 -15.86 1.5 -1.7 0.4 0.2 2.8 -2.0 -8.4 4.3 -0.3 0.1 -6.8 -2.4
2006
+21.60 +18.59 8.2 -0.5 5.0 0.1 -4.5 -0.2 0.0 2.1 1.7 5.1 2.3 1.0
2005
+7.53 +3.98 -2.2 2.8 -2.5 -5.6 6.5 3.5 6.1 -1.6 0.7 -3.6 5.2 -1.1
2004
+22.41 +18.55 3.0 1.8 1.5 -3.9 2.2 5.5 -5.5 -1.0 5.0 2.1 8.8 1.8
2003
+38.50 +35.95 -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 -16.30 1.5 -2.1 7.8 3.2 -4.3 -5.2 -14.0 0.6 -5.8 2.9 5.4 -3.3
2001
+6.43 +4.80 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 -5.85 -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 +19.91 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 -4.16 -1.6 7.5 4.1 0.5 -5.4 -0.2 -8.0 -19.3 7.5 4.2 5.3 6.2
1997
+24.59 +22.50 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 +14.32 0.2 3.4 1.9 5.6 3.9 -3.8 -8.4 5.9 3.8 -1.4 4.4 2.4
1995
+28.74 +25.55 -1.0 3.6 2.1 2.2 1.9 5.0 5.8 2.1 1.7 -4.3 3.9 2.8
1994
-0.51 -3.10 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 +15.53 3.8 -1.8 3.1 -2.8 4.3 0.3 0.9 4.2 2.8 2.7 -2.9 3.3
1992
+18.20 +14.87 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 +40.94 8.6 11.4 6.9 -0.4 4.4 -5.5 3.8 4.1 0.4 2.7 -4.9 8.0
1990
-18.13 -22.84 -8.3 2.0 4.8 -3.4 7.1 0.3 -4.3 -12.9 -8.8 -6.0 7.8 4.5
1989
+19.41 +14.11 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 +18.54 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 -10.40 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 +8.58 1.7 7.5 5.1 1.6 4.4 0.9 -9.0 3.9 -6.4 3.6 0.0 -2.6
1985
+33.70 +28.81 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 -7.89 -1.8 -5.7 1.0 -0.5 -5.4 3.0 -4.2 11.8 -0.4 -1.1 -2.1 2.1
1983
+31.64 +26.83 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 +24.50 -3.5 -4.3 -0.7 5.8 -2.6 -2.4 -1.5 9.2 4.0 14.1 8.9 0.9
1981
+4.36 -4.18 -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 +20.67 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 +24.47 8.3 -2.7 9.8 2.2 -1.4 5.8 3.3 7.9 -0.4 -10.1 8.4 5.7
1978
+17.74 +8.00 -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 +8.41 1.0 -1.4 0.4 1.7 0.0 6.8 -0.3 -0.5 1.0 -2.6 7.6 1.5
1976
+45.33 +38.59 17.8 6.9 1.4 -1.1 -1.9 4.7 0.0 -1.7 2.9 -1.9 3.9 8.7
1975
+55.13 +45.07 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 -35.54 7.1 0.1 -1.4 -5.7 -7.6 -3.0 -4.2 -8.8 -8.7 12.2 -4.0 -5.6
1973
-32.85 -38.23 -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 +5.08 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.

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