Consolidated Returns as of 30 June 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 (~53 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
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The annualized return of the last 10 years has been 6.00% (updated at Jun 30, 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.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.11% |
+97.53%
Jul 1982 - Jun 1983 |
-48.20%
Mar 2008 - Feb 2009 |
26.01%
161 out of 619 |
US Inflation Adjusted | +9.92% |
+92.76%
Jul 1982 - Jun 1983 |
-48.20%
Mar 2008 - Feb 2009 |
30.69%
190 out of 619 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.91% |
+52.31%
Mar 2009 - Feb 2011 |
-34.39%
Mar 2007 - Feb 2009 |
14.66%
89 out of 607 |
US Inflation Adjusted | +8.88% |
+49.12%
Mar 2009 - Feb 2011 |
-36.90%
Jan 1973 - Dec 1974 |
22.24%
135 out of 607 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.44% |
+37.65%
Jan 1975 - Dec 1977 |
-21.43%
Mar 2006 - Feb 2009 |
10.25%
61 out of 595 |
US Inflation Adjusted | +8.74% |
+30.56%
Mar 2009 - Feb 2012 |
-25.21%
Jan 1972 - Dec 1974 |
16.47%
98 out of 595 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.95% |
+37.46%
Oct 1974 - Sep 1978 |
-13.53%
Mar 2005 - Feb 2009 |
8.92%
52 out of 583 |
US Inflation Adjusted | +9.24% |
+28.38%
Oct 1974 - Sep 1978 |
-15.68%
Mar 2005 - Feb 2009 |
15.61%
91 out of 583 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.98% |
+34.06%
Jan 1975 - Dec 1979 |
-8.09%
Mar 2004 - Feb 2009 |
3.33%
19 out of 571 |
US Inflation Adjusted | +8.65% |
+26.54%
Mar 2009 - Feb 2014 |
-10.46%
Mar 2004 - Feb 2009 |
14.01%
80 out of 571 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.72% |
+34.34%
Jan 1975 - Dec 1980 |
-0.94%
Apr 2014 - Mar 2020 |
0.18%
1 out of 559 |
US Inflation Adjusted | +8.30% |
+23.45%
Mar 2009 - Feb 2015 |
-3.48%
Mar 1972 - Feb 1978 |
6.08%
34 out of 559 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.57% |
+29.58%
Jan 1975 - Dec 1981 |
-2.85%
Apr 2002 - Mar 2009 |
0.73%
4 out of 547 |
US Inflation Adjusted | +8.30% |
+19.78%
Nov 1990 - Oct 1997 |
-5.24%
Apr 2002 - Mar 2009 |
1.83%
10 out of 547 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.20% |
+29.54%
Jan 1975 - Dec 1982 |
-1.57%
Mar 2001 - Feb 2009 |
0.37%
2 out of 535 |
US Inflation Adjusted | +8.15% |
+19.70%
Jan 1975 - Dec 1982 |
-3.87%
Mar 2001 - Feb 2009 |
1.50%
8 out of 535 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.55% |
+30.48%
Oct 1974 - Sep 1983 |
-3.32%
Mar 2000 - Feb 2009 |
0.38%
2 out of 523 |
US Inflation Adjusted | +8.28% |
+20.91%
Oct 1974 - Sep 1983 |
-5.70%
Mar 2000 - Feb 2009 |
1.34%
7 out of 523 |
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Annualized Rolling Returns - 10 Years (120 months)
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 511 |
US Inflation Adjusted | +8.41% |
+17.39%
Oct 1974 - Sep 1984 |
-1.42%
Mar 1999 - Feb 2009 |
0.78%
4 out of 511 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.77% |
+26.58%
Jan 1975 - Dec 1985 |
-0.39%
Mar 1998 - Feb 2009 |
0.40%
2 out of 499 |
US Inflation Adjusted | +8.48% |
+18.27%
Jan 1975 - Dec 1985 |
-2.82%
Mar 1998 - Feb 2009 |
1.00%
5 out of 499 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.89% |
+25.17%
Oct 1974 - Sep 1986 |
+1.98%
Mar 1997 - Feb 2009 |
0.00%
0 out of 487 |
US Inflation Adjusted | +8.64% |
+17.42%
Jan 1975 - Dec 1986 |
-0.42%
Mar 1997 - Feb 2009 |
0.21%
1 out of 487 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.96% |
+25.44%
Oct 1974 - Sep 1987 |
+2.84%
Mar 1996 - Feb 2009 |
0.00%
0 out of 475 |
US Inflation Adjusted | +8.57% |
+17.79%
Oct 1974 - Sep 1987 |
+0.37%
Mar 1996 - Feb 2009 |
0.00%
0 out of 475 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.89% |
+22.52%
Oct 1974 - Sep 1988 |
+3.37%
Apr 2006 - Mar 2020 |
0.00%
0 out of 463 |
US Inflation Adjusted | +8.32% |
+15.26%
Jan 1975 - Dec 1988 |
+1.50%
Apr 2006 - Mar 2020 |
0.00%
0 out of 463 |
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Annualized Rolling Returns - 15 Years (180 months)
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 451 |
US Inflation Adjusted | +8.10% |
+15.56%
Oct 1974 - Sep 1989 |
+1.64%
Mar 1994 - Feb 2009 |
0.00%
0 out of 451 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.39% |
+19.26%
Jul 1974 - Jun 1990 |
+5.13%
Apr 2004 - Mar 2020 |
0.00%
0 out of 439 |
US Inflation Adjusted | +7.86% |
+13.23%
Apr 1982 - Mar 1998 |
+2.56%
Mar 1993 - Feb 2009 |
0.00%
0 out of 439 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.73% |
+20.60%
Jan 1975 - Dec 1991 |
+5.28%
Mar 1992 - Feb 2009 |
0.00%
0 out of 427 |
US Inflation Adjusted | +7.44% |
+13.84%
Jan 1975 - Dec 1991 |
+2.66%
Mar 1992 - Feb 2009 |
0.00%
0 out of 427 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.96% |
+20.46%
Jan 1975 - Dec 1992 |
+5.50%
Apr 2002 - Mar 2020 |
0.00%
0 out of 415 |
US Inflation Adjusted | +7.43% |
+13.90%
Jan 1975 - Dec 1992 |
+3.36%
Apr 2002 - Mar 2020 |
0.00%
0 out of 415 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.72% |
+20.37%
Jan 1975 - Dec 1993 |
+6.28%
Apr 2001 - Mar 2020 |
0.00%
0 out of 403 |
US Inflation Adjusted | +7.58% |
+13.98%
Jan 1975 - Dec 1993 |
+3.86%
Mar 1990 - Feb 2009 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.67% |
+19.44%
Oct 1974 - Sep 1994 |
+5.14%
Apr 2000 - Mar 2020 |
0.00%
0 out of 391 |
US Inflation Adjusted | +7.62% |
+13.15%
Oct 1974 - Sep 1994 |
+3.00%
Apr 2000 - Mar 2020 |
0.00%
0 out of 391 |
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To obtain comprehensive information, please consult the WisdomTree US SmallCap Dividend ETF (DES) ETF: Historical Returns page.