WisdomTree US SmallCap Dividend ETF (DES): Rolling Returns

Data Source: from January 1972 to January 2024 (~52 years)
Consolidated Returns as of 31 January 2024

Holding the WisdomTree US SmallCap Dividend ETF (DES) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~52 years), the longest period with a negative return lasted 137 months (from October 1997 to February 2009).

This means that every rolling period of 138 months or above has always granted a positive return.

To obtain comprehensive information, please consult the WisdomTree US SmallCap Dividend ETF (DES) ETF: Historical Returns page.

Previous vs subsequent Returns

Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?

In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.

Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area

WISDOMTREE US SMALLCAP DIVIDEND ETF (DES) ETF
Previous vs Next Returns - 10 Years annualized
Updated to January 2024

The annualized return of the last 10 years has been 6.65% (updated at Jan 31, 2024).

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

WISDOMTREE US SMALLCAP DIVIDEND ETF (DES) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 1994 - 31 January 2024 (30 Years)
Data Source: 1 January 1972 - 31 January 2024 (~52 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.20 03/2008
02/2009
0.51$ -10.40 0.89$ 10.73 1.10$ 28.43 1.28$ 84.84 04/2009
03/2010
1.84$ 1.91 28.37%
2Y -34.39 03/2007
02/2009
0.43$ -1.57 0.96$ 10.23 1.21$ 21.60 1.47$ 52.31 03/2009
02/2011
2.31$ 1.72 18.69%
3Y -21.43 03/2006
02/2009
0.48$ 0.60 1.01$ 9.74 1.32$ 17.86 1.63$ 33.68 03/2009
02/2012
2.38$ 7.32 13.85%
4Y -13.53 03/2005
02/2009
0.55$ 1.13 1.04$ 8.37 1.37$ 15.66 1.78$ 29.90 03/2009
02/2013
2.84$ 6.58 13.42%
5Y -8.09 03/2004
02/2009
0.65$ 1.62 1.08$ 8.97 1.53$ 14.73 1.98$ 29.15 03/2009
02/2014
3.59$ 5.46 6.31%
6Y -0.94 04/2014
03/2020
0.94$ 3.32 1.21$ 8.78 1.65$ 13.44 2.13$ 25.55 03/2009
02/2015
3.91$ 4.02 0.35%
7Y -2.85 04/2002
03/2009
0.81$ 5.01 1.40$ 8.01 1.71$ 12.63 2.29$ 20.18 04/2009
03/2016
3.62$ 4.84 1.44%
8Y -1.57 03/2001
02/2009
0.88$ 5.66 1.55$ 8.41 1.90$ 11.56 2.39$ 21.50 03/2009
02/2017
4.74$ 8.41 0.75%
9Y -3.32 03/2000
02/2009
0.73$ 5.80 1.66$ 8.56 2.09$ 11.25 2.60$ 19.28 03/2009
02/2018
4.88$ 6.48 0.79%
10Y 1.13 03/1999
02/2009
1.11$ 6.10 1.80$ 8.90 2.34$ 11.57 2.98$ 18.05 03/2009
02/2019
5.25$ 6.65 0.00%
11Y -0.39 03/1998
02/2009
0.95$ 6.49 1.99$ 8.68 2.49$ 11.49 3.30$ 14.86 03/2009
02/2020
4.58$ 8.14 0.87%
12Y 1.98 03/1997
02/2009
1.26$ 6.12 2.03$ 8.42 2.63$ 11.46 3.67$ 15.76 03/2009
02/2021
5.78$ 8.90 0.00%
13Y 2.84 03/1996
02/2009
1.43$ 6.34 2.22$ 8.67 2.94$ 10.39 3.61$ 15.35 03/2009
02/2022
6.40$ 8.63 0.00%
14Y 3.37 04/2006
03/2020
1.59$ 6.50 2.41$ 8.18 3.00$ 9.93 3.76$ 14.15 03/2009
02/2023
6.37$ 9.93 0.00%
15Y 4.19 03/1994
02/2009
1.85$ 6.69 2.64$ 8.02 3.18$ 9.49 3.89$ 11.89 02/2009
01/2024
5.39$ 11.89 0.00%
16Y 5.13 04/2004
03/2020
2.22$ 6.63 2.79$ 8.20 3.53$ 9.51 4.27$ 11.16 10/2002
09/2018
5.43$ 7.59 0.00%
17Y 5.60 11/2006
10/2023
2.52$ 7.36 3.34$ 8.53 4.02$ 9.32 4.54$ 10.36 10/2001
09/2018
5.34$ 6.21 0.00%
18Y 5.50 04/2002
03/2020
2.62$ 7.34 3.57$ 8.78 4.54$ 9.54 5.15$ 10.67 04/2003
03/2021
6.20$ 6.64 0.00%
19Y 6.28 04/2001
03/2020
3.18$ 7.60 4.02$ 8.76 4.93$ 9.93 6.04$ 10.78 12/1994
11/2013
6.99$ 7.26 0.00%
20Y 5.14 04/2000
03/2020
2.72$ 7.91 4.58$ 8.76 5.35$ 9.83 6.52$ 10.66 07/1994
06/2014
7.58$ 7.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.20 03/2008
02/2009
0.51$ -12.69 0.87$ 8.44 1.08$ 26.06 1.26$ 80.71 04/2009
03/2010
1.80$ -1.16 32.09%
2Y -35.71 03/2007
02/2009
0.41$ -4.66 0.90$ 7.76 1.16$ 18.66 1.40$ 49.12 03/2009
02/2011
2.22$ -2.86 24.04%
3Y -23.10 03/2006
02/2009
0.45$ -2.30 0.93$ 7.65 1.24$ 15.40 1.53$ 30.56 03/2009
02/2012
2.22$ 1.57 20.00%
4Y -15.68 03/2005
02/2009
0.50$ -1.69 0.93$ 6.11 1.26$ 13.57 1.66$ 26.98 03/2009
02/2013
2.60$ 1.91 20.45%
5Y -10.46 03/2004
02/2009
0.57$ -1.14 0.94$ 6.39 1.36$ 12.69 1.81$ 26.54 03/2009
02/2014
3.24$ 1.25 21.59%
6Y -2.41 04/2014
03/2020
0.86$ 0.75 1.04$ 6.12 1.42$ 11.30 1.90$ 23.45 03/2009
02/2015
3.54$ 0.30 8.30%
7Y -5.24 04/2002
03/2009
0.68$ 2.46 1.18$ 5.58 1.46$ 10.34 1.99$ 18.24 04/2009
03/2016
3.23$ 1.31 2.17%
8Y -3.87 03/2001
02/2009
0.72$ 2.83 1.25$ 6.01 1.59$ 9.49 2.06$ 19.43 03/2009
02/2017
4.13$ 4.88 2.26%
9Y -5.70 03/2000
02/2009
0.58$ 3.44 1.35$ 6.03 1.69$ 8.97 2.16$ 17.19 03/2009
02/2018
4.16$ 3.26 2.77%
10Y -1.42 03/1999
02/2009
0.86$ 3.45 1.40$ 6.44 1.86$ 9.08 2.38$ 16.01 03/2009
02/2019
4.41$ 3.76 1.66%
11Y -2.82 03/1998
02/2009
0.72$ 3.83 1.51$ 6.29 1.95$ 9.03 2.58$ 12.81 03/2009
02/2020
3.76$ 5.32 2.18%
12Y -0.42 03/1997
02/2009
0.95$ 3.68 1.54$ 6.14 2.04$ 9.00 2.81$ 13.71 03/2009
02/2021
4.67$ 6.15 0.46%
13Y 0.37 03/1996
02/2009
1.04$ 3.80 1.62$ 6.14 2.16$ 7.93 2.69$ 12.80 03/2009
02/2022
4.78$ 5.86 0.00%
14Y 1.50 04/2006
03/2020
1.23$ 4.01 1.73$ 5.85 2.21$ 7.38 2.71$ 11.34 03/2009
02/2023
4.49$ 7.19 0.00%
15Y 1.64 03/1994
02/2009
1.27$ 4.36 1.89$ 5.70 2.29$ 7.12 2.80$ 9.21 02/2003
01/2018
3.74$ 9.09 0.00%
16Y 2.89 06/2007
05/2023
1.57$ 4.46 2.00$ 5.86 2.48$ 7.04 2.97$ 8.87 10/2002
09/2018
3.89$ 5.08 0.00%
17Y 3.02 11/2006
10/2023
1.65$ 5.17 2.35$ 6.10 2.73$ 6.85 3.08$ 8.12 10/2001
09/2018
3.77$ 3.62 0.00%
18Y 3.36 04/2002
03/2020
1.81$ 4.82 2.33$ 6.42 3.06$ 7.13 3.45$ 8.45 04/2003
03/2021
4.30$ 4.06 0.00%
19Y 4.16 04/2001
03/2020
2.17$ 5.14 2.59$ 6.39 3.24$ 7.46 3.92$ 8.21 12/1994
11/2013
4.47$ 4.58 0.00%
20Y 3.00 04/2000
03/2020
1.80$ 5.42 2.87$ 6.39 3.45$ 7.37 4.14$ 8.08 07/1994
06/2014
4.73$ 4.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.20 03/2008
02/2009
0.51$ -10.98 0.89$ 14.11 1.14$ 32.08 1.32$ 97.53 07/1982
06/1983
1.97$ 1.91 26.22%
2Y -34.39 03/2007
02/2009
0.43$ 0.03 1.00$ 12.98 1.27$ 25.37 1.57$ 52.31 03/2009
02/2011
2.31$ 1.72 14.78%
3Y -21.43 03/2006
02/2009
0.48$ 3.52 1.10$ 12.47 1.42$ 23.02 1.86$ 37.65 01/1975
12/1977
2.60$ 7.32 10.34%
4Y -13.53 03/2005
02/2009
0.55$ 3.45 1.14$ 12.91 1.62$ 20.97 2.14$ 37.46 10/1974
09/1978
3.57$ 6.58 9.00%
5Y -8.09 03/2004
02/2009
0.65$ 3.63 1.19$ 12.01 1.76$ 20.40 2.53$ 34.06 01/1975
12/1979
4.33$ 5.46 3.36%
6Y -0.94 04/2014
03/2020
0.94$ 5.04 1.34$ 11.78 1.95$ 19.59 2.92$ 34.34 01/1975
12/1980
5.87$ 4.02 0.18%
7Y -2.85 04/2002
03/2009
0.81$ 6.33 1.53$ 11.63 2.15$ 19.99 3.58$ 29.58 01/1975
12/1981
6.13$ 4.84 0.74%
8Y -1.57 03/2001
02/2009
0.88$ 6.73 1.68$ 11.33 2.36$ 18.37 3.85$ 29.54 01/1975
12/1982
7.93$ 8.41 0.38%
9Y -3.32 03/2000
02/2009
0.73$ 7.24 1.87$ 11.58 2.68$ 17.55 4.28$ 30.48 10/1974
09/1983
10.96$ 6.48 0.39%
10Y 1.13 03/1999
02/2009
1.11$ 7.23 2.01$ 11.68 3.01$ 17.77 5.13$ 26.24 10/1974
09/1984
10.28$ 6.65 0.00%
11Y -0.39 03/1998
02/2009
0.95$ 7.60 2.23$ 11.83 3.42$ 16.95 5.59$ 26.58 01/1975
12/1985
13.36$ 8.14 0.40%
12Y 1.98 03/1997
02/2009
1.26$ 7.46 2.37$ 11.92 3.86$ 16.10 5.99$ 25.17 10/1974
09/1986
14.78$ 8.90 0.00%
13Y 2.84 03/1996
02/2009
1.43$ 7.28 2.49$ 11.99 4.35$ 16.22 7.06$ 25.44 10/1974
09/1987
19.03$ 8.63 0.00%
14Y 3.37 04/2006
03/2020
1.59$ 7.67 2.81$ 11.94 4.84$ 16.33 8.30$ 22.52 10/1974
09/1988
17.18$ 9.93 0.00%
15Y 4.19 03/1994
02/2009
1.85$ 7.52 2.96$ 11.29 4.97$ 16.51 9.89$ 22.73 10/1974
09/1989
21.59$ 11.89 0.00%
16Y 5.13 04/2004
03/2020
2.22$ 7.75 3.30$ 11.56 5.75$ 16.72 11.87$ 19.26 07/1974
06/1990
16.73$ 7.59 0.00%
17Y 5.28 03/1992
02/2009
2.39$ 8.23 3.83$ 10.90 5.80$ 16.03 12.52$ 20.60 01/1975
12/1991
24.13$ 6.21 0.00%
18Y 5.50 04/2002
03/2020
2.62$ 8.36 4.23$ 10.98 6.52$ 16.46 15.54$ 20.46 01/1975
12/1992
28.52$ 6.64 0.00%
19Y 6.28 04/2001
03/2020
3.18$ 8.37 4.60$ 10.76 6.96$ 16.48 18.15$ 20.37 01/1975
12/1993
33.86$ 7.26 0.00%
20Y 5.14 04/2000
03/2020
2.72$ 8.58 5.19$ 10.78 7.74$ 16.40 20.83$ 19.44 10/1974
09/1994
34.89$ 7.69 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.20 03/2008
02/2009
0.51$ -13.97 0.86$ 9.77 1.09$ 26.83 1.26$ 92.76 07/1982
06/1983
1.92$ -1.16 30.94%
2Y -36.90 01/1973
12/1974
0.39$ -3.09 0.93$ 8.91 1.18$ 19.93 1.43$ 49.12 03/2009
02/2011
2.22$ -2.86 22.26%
3Y -25.21 01/1972
12/1974
0.41$ -0.55 0.98$ 8.84 1.28$ 17.25 1.61$ 30.56 03/2009
02/2012
2.22$ 1.57 15.76%
4Y -15.68 03/2005
02/2009
0.50$ -0.35 0.98$ 9.25 1.42$ 15.49 1.77$ 28.38 10/1974
09/1978
2.71$ 1.91 15.74%
5Y -10.46 03/2004
02/2009
0.57$ 0.16 1.00$ 8.69 1.51$ 14.93 2.00$ 26.54 03/2009
02/2014
3.24$ 1.25 14.13%
6Y -3.48 03/1972
02/1978
0.80$ 1.87 1.11$ 8.33 1.61$ 14.03 2.19$ 23.45 03/2009
02/2015
3.54$ 0.30 6.14%
7Y -5.24 04/2002
03/2009
0.68$ 3.24 1.25$ 8.31 1.74$ 13.74 2.46$ 19.78 11/1990
10/1997
3.53$ 1.31 1.85%
8Y -3.87 03/2001
02/2009
0.72$ 4.18 1.38$ 8.19 1.87$ 12.99 2.65$ 19.70 01/1975
12/1982
4.21$ 4.88 1.51%
9Y -5.70 03/2000
02/2009
0.58$ 4.50 1.48$ 8.31 2.05$ 12.54 2.89$ 20.91 10/1974
09/1983
5.52$ 3.26 1.35%
10Y -1.42 03/1999
02/2009
0.86$ 4.67 1.57$ 8.44 2.24$ 12.03 3.11$ 17.39 10/1974
09/1984
4.96$ 3.76 0.79%
11Y -2.82 03/1998
02/2009
0.72$ 5.48 1.79$ 8.50 2.45$ 11.23 3.22$ 18.27 01/1975
12/1985
6.33$ 5.32 1.01%
12Y -0.42 03/1997
02/2009
0.95$ 5.19 1.83$ 8.69 2.71$ 11.31 3.61$ 17.42 01/1975
12/1986
6.87$ 6.15 0.21%
13Y 0.37 03/1996
02/2009
1.04$ 5.07 1.90$ 8.60 2.92$ 11.06 3.90$ 17.79 10/1974
09/1987
8.39$ 5.86 0.00%
14Y 1.50 04/2006
03/2020
1.23$ 5.34 2.07$ 8.43 3.10$ 10.87 4.24$ 15.26 01/1975
12/1988
7.30$ 7.19 0.00%
15Y 1.64 03/1994
02/2009
1.27$ 5.12 2.11$ 8.07 3.20$ 10.75 4.62$ 15.56 10/1974
09/1989
8.75$ 9.09 0.00%
16Y 2.56 03/1993
02/2009
1.49$ 5.24 2.26$ 7.94 3.39$ 10.87 5.21$ 13.23 04/1982
03/1998
7.30$ 5.08 0.00%
17Y 2.66 03/1992
02/2009
1.56$ 5.76 2.59$ 7.46 3.39$ 10.97 5.87$ 13.84 01/1975
12/1991
9.06$ 3.62 0.00%
18Y 3.36 04/2002
03/2020
1.81$ 5.84 2.77$ 7.47 3.65$ 11.09 6.63$ 13.90 01/1975
12/1992
10.40$ 4.06 0.00%
19Y 3.86 03/1990
02/2009
2.05$ 5.96 3.00$ 7.62 4.03$ 10.90 7.13$ 13.98 01/1975
12/1993
12.01$ 4.58 0.00%
20Y 3.00 04/2000
03/2020
1.80$ 6.17 3.31$ 7.64 4.36$ 10.94 7.98$ 13.15 10/1974
09/1994
11.82$ 4.99 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +14.11% +97.53%
Jul 1982 - Jun 1983
-48.20%
Mar 2008 - Feb 2009
26.22%
161 out of 614
US Inflation Adjusted +9.77% +92.76%
Jul 1982 - Jun 1983
-48.20%
Mar 2008 - Feb 2009
30.94%
190 out of 614
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.98% +52.31%
Mar 2009 - Feb 2011
-34.39%
Mar 2007 - Feb 2009
14.78%
89 out of 602
US Inflation Adjusted +8.91% +49.12%
Mar 2009 - Feb 2011
-36.90%
Jan 1973 - Dec 1974
22.26%
134 out of 602
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.47% +37.65%
Jan 1975 - Dec 1977
-21.43%
Mar 2006 - Feb 2009
10.34%
61 out of 590
US Inflation Adjusted +8.84% +30.56%
Mar 2009 - Feb 2012
-25.21%
Jan 1972 - Dec 1974
15.76%
93 out of 590
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.91% +37.46%
Oct 1974 - Sep 1978
-13.53%
Mar 2005 - Feb 2009
9.00%
52 out of 578
US Inflation Adjusted +9.25% +28.38%
Oct 1974 - Sep 1978
-15.68%
Mar 2005 - Feb 2009
15.74%
91 out of 578
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +12.01% +34.06%
Jan 1975 - Dec 1979
-8.09%
Mar 2004 - Feb 2009
3.36%
19 out of 566
US Inflation Adjusted +8.69% +26.54%
Mar 2009 - Feb 2014
-10.46%
Mar 2004 - Feb 2009
14.13%
80 out of 566
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.78% +34.34%
Jan 1975 - Dec 1980
-0.94%
Apr 2014 - Mar 2020
0.18%
1 out of 554
US Inflation Adjusted +8.33% +23.45%
Mar 2009 - Feb 2015
-3.48%
Mar 1972 - Feb 1978
6.14%
34 out of 554
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.63% +29.58%
Jan 1975 - Dec 1981
-2.85%
Apr 2002 - Mar 2009
0.74%
4 out of 542
US Inflation Adjusted +8.31% +19.78%
Nov 1990 - Oct 1997
-5.24%
Apr 2002 - Mar 2009
1.85%
10 out of 542
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.33% +29.54%
Jan 1975 - Dec 1982
-1.57%
Mar 2001 - Feb 2009
0.38%
2 out of 530
US Inflation Adjusted +8.19% +19.70%
Jan 1975 - Dec 1982
-3.87%
Mar 2001 - Feb 2009
1.51%
8 out of 530
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.58% +30.48%
Oct 1974 - Sep 1983
-3.32%
Mar 2000 - Feb 2009
0.39%
2 out of 518
US Inflation Adjusted +8.31% +20.91%
Oct 1974 - Sep 1983
-5.70%
Mar 2000 - Feb 2009
1.35%
7 out of 518
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 10 Years (120 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.68% +26.24%
Oct 1974 - Sep 1984
+1.13%
Mar 1999 - Feb 2009
0.00%
0 out of 506
US Inflation Adjusted +8.44% +17.39%
Oct 1974 - Sep 1984
-1.42%
Mar 1999 - Feb 2009
0.79%
4 out of 506
10 Years Annualized Rolling Returns
Timeframes ending in every month
10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 11 Years (132 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.83% +26.58%
Jan 1975 - Dec 1985
-0.39%
Mar 1998 - Feb 2009
0.40%
2 out of 494
US Inflation Adjusted +8.50% +18.27%
Jan 1975 - Dec 1985
-2.82%
Mar 1998 - Feb 2009
1.01%
5 out of 494
11 Years Annualized Rolling Returns
Timeframes ending in every month
11 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 12 Years (144 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.92% +25.17%
Oct 1974 - Sep 1986
+1.98%
Mar 1997 - Feb 2009
0.00%
0 out of 482
US Inflation Adjusted +8.69% +17.42%
Jan 1975 - Dec 1986
-0.42%
Mar 1997 - Feb 2009
0.21%
1 out of 482
12 Years Annualized Rolling Returns
Timeframes ending in every month
12 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 13 Years (156 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.99% +25.44%
Oct 1974 - Sep 1987
+2.84%
Mar 1996 - Feb 2009
0.00%
0 out of 470
US Inflation Adjusted +8.60% +17.79%
Oct 1974 - Sep 1987
+0.37%
Mar 1996 - Feb 2009
0.00%
0 out of 470
13 Years Annualized Rolling Returns
Timeframes ending in every month
13 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 14 Years (168 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.94% +22.52%
Oct 1974 - Sep 1988
+3.37%
Apr 2006 - Mar 2020
0.00%
0 out of 458
US Inflation Adjusted +8.43% +15.26%
Jan 1975 - Dec 1988
+1.50%
Apr 2006 - Mar 2020
0.00%
0 out of 458
14 Years Annualized Rolling Returns
Timeframes ending in every month
14 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 15 Years (180 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.29% +22.73%
Oct 1974 - Sep 1989
+4.19%
Mar 1994 - Feb 2009
0.00%
0 out of 446
US Inflation Adjusted +8.07% +15.56%
Oct 1974 - Sep 1989
+1.64%
Mar 1994 - Feb 2009
0.00%
0 out of 446
15 Years Annualized Rolling Returns
Timeframes ending in every month
15 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 16 Years (192 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +11.56% +19.26%
Jul 1974 - Jun 1990
+5.13%
Apr 2004 - Mar 2020
0.00%
0 out of 434
US Inflation Adjusted +7.94% +13.23%
Apr 1982 - Mar 1998
+2.56%
Mar 1993 - Feb 2009
0.00%
0 out of 434
16 Years Annualized Rolling Returns
Timeframes ending in every month
16 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 17 Years (204 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.90% +20.60%
Jan 1975 - Dec 1991
+5.28%
Mar 1992 - Feb 2009
0.00%
0 out of 422
US Inflation Adjusted +7.46% +13.84%
Jan 1975 - Dec 1991
+2.66%
Mar 1992 - Feb 2009
0.00%
0 out of 422
17 Years Annualized Rolling Returns
Timeframes ending in every month
17 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 18 Years (216 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.98% +20.46%
Jan 1975 - Dec 1992
+5.50%
Apr 2002 - Mar 2020
0.00%
0 out of 410
US Inflation Adjusted +7.47% +13.90%
Jan 1975 - Dec 1992
+3.36%
Apr 2002 - Mar 2020
0.00%
0 out of 410
18 Years Annualized Rolling Returns
Timeframes ending in every month
18 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 19 Years (228 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.76% +20.37%
Jan 1975 - Dec 1993
+6.28%
Apr 2001 - Mar 2020
0.00%
0 out of 398
US Inflation Adjusted +7.62% +13.98%
Jan 1975 - Dec 1993
+3.86%
Mar 1990 - Feb 2009
0.00%
0 out of 398
19 Years Annualized Rolling Returns
Timeframes ending in every month
19 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 20 Years (240 months)

Swipe left to see all data
Median Best Worst Negative Periods
Annualized Rolling Return +10.78% +19.44%
Oct 1974 - Sep 1994
+5.14%
Apr 2000 - Mar 2020
0.00%
0 out of 386
US Inflation Adjusted +7.64% +13.15%
Oct 1974 - Sep 1994
+3.00%
Apr 2000 - Mar 2020
0.00%
0 out of 386
20 Years Annualized Rolling Returns
Timeframes ending in every month
20 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the WisdomTree US SmallCap Dividend ETF (DES) ETF: Historical Returns page.