WisdomTree US SmallCap Dividend ETF (DES): Rolling Returns

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

The annualized return of the last 10 years has been 6.72% (updated at Mar 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 April 1994 - 31 March 2024 (30 Years)
Data Source: 1 January 1972 - 31 March 2024 (~52 years)
Inflation Adjusted:

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 		26.14%
161 out of 616
US Inflation Adjusted +9.77% +92.76%
Jul 1982 - Jun 1983 		-48.20%
Mar 2008 - Feb 2009 		30.84%
190 out of 616
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.92% +52.31%
Mar 2009 - Feb 2011 		-34.39%
Mar 2007 - Feb 2009 		14.74%
89 out of 604
US Inflation Adjusted +8.89% +49.12%
Mar 2009 - Feb 2011 		-36.90%
Jan 1973 - Dec 1974 		22.52%
136 out of 604
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.46% +37.65%
Jan 1975 - Dec 1977 		-21.43%
Mar 2006 - Feb 2009 		10.30%
61 out of 592
US Inflation Adjusted +8.79% +30.56%
Mar 2009 - Feb 2012 		-25.21%
Jan 1972 - Dec 1974 		16.05%
95 out of 592
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +12.91% +37.46%
Oct 1974 - Sep 1978 		-13.53%
Mar 2005 - Feb 2009 		8.97%
52 out of 580
US Inflation Adjusted +9.25% +28.38%
Oct 1974 - Sep 1978 		-15.68%
Mar 2005 - Feb 2009 		15.69%
91 out of 580
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.98% +34.06%
Jan 1975 - Dec 1979 		-8.09%
Mar 2004 - Feb 2009 		3.35%
19 out of 568
US Inflation Adjusted +8.68% +26.54%
Mar 2009 - Feb 2014 		-10.46%
Mar 2004 - Feb 2009 		14.08%
80 out of 568
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.76% +34.34%
Jan 1975 - Dec 1980 		-0.94%
Apr 2014 - Mar 2020 		0.18%
1 out of 556
US Inflation Adjusted +8.31% +23.45%
Mar 2009 - Feb 2015 		-3.48%
Mar 1972 - Feb 1978 		6.12%
34 out of 556
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.61% +29.58%
Jan 1975 - Dec 1981 		-2.85%
Apr 2002 - Mar 2009 		0.74%
4 out of 544
US Inflation Adjusted +8.30% +19.78%
Nov 1990 - Oct 1997 		-5.24%
Apr 2002 - Mar 2009 		1.84%
10 out of 544
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.22% +29.54%
Jan 1975 - Dec 1982 		-1.57%
Mar 2001 - Feb 2009 		0.38%
2 out of 532
US Inflation Adjusted +8.15% +19.70%
Jan 1975 - Dec 1982 		-3.87%
Mar 2001 - Feb 2009 		1.50%
8 out of 532
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.58% +30.48%
Oct 1974 - Sep 1983 		-3.32%
Mar 2000 - Feb 2009 		0.38%
2 out of 520
US Inflation Adjusted +8.28% +20.91%
Oct 1974 - Sep 1983 		-5.70%
Mar 2000 - Feb 2009 		1.35%
7 out of 520
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.63% +26.24%
Oct 1974 - Sep 1984 		+1.13%
Mar 1999 - Feb 2009 		0.00%
0 out of 508
US Inflation Adjusted +8.42% +17.39%
Oct 1974 - Sep 1984 		-1.42%
Mar 1999 - Feb 2009 		0.79%
4 out of 508
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.80% +26.58%
Jan 1975 - Dec 1985 		-0.39%
Mar 1998 - Feb 2009 		0.40%
2 out of 496
US Inflation Adjusted +8.49% +18.27%
Jan 1975 - Dec 1985 		-2.82%
Mar 1998 - Feb 2009 		1.01%
5 out of 496
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.91% +25.17%
Oct 1974 - Sep 1986 		+1.98%
Mar 1997 - Feb 2009 		0.00%
0 out of 484
US Inflation Adjusted +8.68% +17.42%
Jan 1975 - Dec 1986 		-0.42%
Mar 1997 - Feb 2009 		0.21%
1 out of 484
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.98% +25.44%
Oct 1974 - Sep 1987 		+2.84%
Mar 1996 - Feb 2009 		0.00%
0 out of 472
US Inflation Adjusted +8.57% +17.79%
Oct 1974 - Sep 1987 		+0.37%
Mar 1996 - Feb 2009 		0.00%
0 out of 472
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.91% +22.52%
Oct 1974 - Sep 1988 		+3.37%
Apr 2006 - Mar 2020 		0.00%
0 out of 460
US Inflation Adjusted +8.33% +15.26%
Jan 1975 - Dec 1988 		+1.50%
Apr 2006 - Mar 2020 		0.00%
0 out of 460
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.33% +22.73%
Oct 1974 - Sep 1989 		+4.19%
Mar 1994 - Feb 2009 		0.00%
0 out of 448
US Inflation Adjusted +8.07% +15.56%
Oct 1974 - Sep 1989 		+1.64%
Mar 1994 - Feb 2009 		0.00%
0 out of 448
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.44% +19.26%
Jul 1974 - Jun 1990 		+5.13%
Apr 2004 - Mar 2020 		0.00%
0 out of 436
US Inflation Adjusted +7.91% +13.23%
Apr 1982 - Mar 1998 		+2.56%
Mar 1993 - Feb 2009 		0.00%
0 out of 436
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.76% +20.60%
Jan 1975 - Dec 1991 		+5.28%
Mar 1992 - Feb 2009 		0.00%
0 out of 424
US Inflation Adjusted +7.45% +13.84%
Jan 1975 - Dec 1991 		+2.66%
Mar 1992 - Feb 2009 		0.00%
0 out of 424
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)

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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 412
US Inflation Adjusted +7.44% +13.90%
Jan 1975 - Dec 1992 		+3.36%
Apr 2002 - Mar 2020 		0.00%
0 out of 412
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.75% +20.37%
Jan 1975 - Dec 1993 		+6.28%
Apr 2001 - Mar 2020 		0.00%
0 out of 400
US Inflation Adjusted +7.61% +13.98%
Jan 1975 - Dec 1993 		+3.86%
Mar 1990 - Feb 2009 		0.00%
0 out of 400
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)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.70% +19.44%
Oct 1974 - Sep 1994 		+5.14%
Apr 2000 - Mar 2020 		0.00%
0 out of 388
US Inflation Adjusted +7.64% +13.15%
Oct 1974 - Sep 1994 		+3.00%
Apr 2000 - Mar 2020 		0.00%
0 out of 388
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.