Last Update: 31 Aug 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 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.

Capital Growth:

ETF Returns, up to June 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
+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

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
+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.

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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 %
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

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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.

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