Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree US Quality Dividend Growth Fund (DGRW)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DGRW | ||
|---|---|---|
| S&P 500 | DGRW | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $23.53 |
| End Date | Jun-01-2024 | Jun-25-2024 |
| End Price | $5,277.52 | $78.36 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $23.21 |
| Max Date | Jun-01-2024 | Jun-25-2024 |
| Max Price | $5,277.52 | $78.36 |
| Total Return | 107.22% | 233.04% |
| Annualized Return | 7.49% | 12.67% |
| Current Value of $1,000 Purchase | $2,072 | $3,330 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 57.14% |
| Minimum Return | -25.54% | -19.29% |
| Maximum Return | 110.77% | 237.61% |
| Number Profitable Returns | 6,506 | 6,940 |
| Percent Profitable Returns | 89.61% | 95.59% |
| Number Unprofitable Returns | 754 | 320 |
| Percent Unprofitable Returns | 10.39% | 4.41% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 21.69 |
DGRW Performance Table and Chart
DGRW Dividend Chart
DGRW Dollar-cost Average
DGRW Trendline Chart
DGRW Moving Average Chart
DGRW Stock Return Map - See Patterns of Gains and Losses
DGRW Stock Returns/Purchase Dates