Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree US High Dividend Fund (DHS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DHS | ||
|---|---|---|
| S&P 500 | DHS | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $40.47 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $84.44 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2015 |
| Min Price | $2,503.97 | $40.16 |
| Max Date | Jul-01-2024 | Mar-28-2024 |
| Max Price | $5,475.09 | $85.66 |
| Total Return | 112.06% | 108.63% |
| Annualized Return | 7.74% | 7.57% |
| Current Value of $1,000 Purchase | $2,121 | $2,086 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 30.26% |
| Minimum Return | -25.54% | -25.89% |
| Maximum Return | 118.66% | 113.31% |
| Number Profitable Returns | 6,509 | 6,615 |
| Percent Profitable Returns | 89.66% | 91.12% |
| Number Unprofitable Returns | 751 | 645 |
| Percent Unprofitable Returns | 10.34% | 8.88% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 10.26 |
DHS Performance Table and Chart
DHS Dividend Chart
DHS Dollar-cost Average
DHS Trendline Chart
DHS Moving Average Chart
DHS Stock Return Map - See Patterns of Gains and Losses
DHS Stock Returns/Purchase Dates