Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree U.S. SmallCap Dividend Fund (DES)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DES | ||
|---|---|---|
| S&P 500 | DES | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $16.52 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $31.00 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Mar-31-2020 |
| Min Price | $2,503.97 | $15.93 |
| Max Date | Jul-01-2024 | Mar-28-2024 |
| Max Price | $5,475.09 | $32.38 |
| Total Return | 112.06% | 87.60% |
| Annualized Return | 7.74% | 6.44% |
| Current Value of $1,000 Purchase | $2,121 | $1,876 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 24.38% |
| Minimum Return | -25.54% | -38.08% |
| Maximum Return | 118.66% | 103.25% |
| Number Profitable Returns | 6,509 | 6,110 |
| Percent Profitable Returns | 89.66% | 84.16% |
| Number Unprofitable Returns | 751 | 1,150 |
| Percent Unprofitable Returns | 10.34% | 15.84% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 5.31 |
DES Performance Table and Chart
DES Dividend Chart
DES Dollar-cost Average
DES Trendline Chart
DES Moving Average Chart
DES Stock Return Map - See Patterns of Gains and Losses
DES Stock Returns/Purchase Dates