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 | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $23.21 |
| End Date | Jul-01-2024 | Jul-05-2024 |
| End Price | $5,475.09 | $78.84 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $23.21 |
| Max Date | Jul-01-2024 | Jul-05-2024 |
| Max Price | $5,475.09 | $78.84 |
| Total Return | 112.06% | 239.68% |
| Annualized Return | 7.74% | 12.89% |
| Current Value of $1,000 Purchase | $2,121 | $3,397 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 57.49% |
| Minimum Return | -25.54% | -19.29% |
| Maximum Return | 118.66% | 239.68% |
| Number Profitable Returns | 6,509 | 6,941 |
| Percent Profitable Returns | 89.66% | 95.61% |
| Number Unprofitable Returns | 751 | 319 |
| Percent Unprofitable Returns | 10.34% | 4.39% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 21.76 |
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