Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree Emerging Markets High Dividend Fund (DEM)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DEM | ||
|---|---|---|
| S&P 500 | DEM | |
| Start Date | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $30.83 |
| End Date | Jul-01-2024 | Jul-02-2024 |
| End Price | $5,475.09 | $43.70 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $19.69 |
| Max Date | Jul-01-2024 | Jul-02-2024 |
| Max Price | $5,475.09 | $43.70 |
| Total Return | 112.06% | 41.77% |
| Annualized Return | 7.74% | 3.52% |
| Current Value of $1,000 Purchase | $2,121 | $1,418 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 19.43% |
| Minimum Return | -25.54% | -37.43% |
| Maximum Return | 118.66% | 121.94% |
| Number Profitable Returns | 6,509 | 5,899 |
| Percent Profitable Returns | 89.66% | 81.25% |
| Number Unprofitable Returns | 751 | 1,361 |
| Percent Unprofitable Returns | 10.34% | 18.75% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 4.33 |
DEM Performance Table and Chart
DEM Dividend Chart
DEM Dollar-cost Average
DEM Trendline Chart
DEM Moving Average Chart
DEM Stock Return Map - See Patterns of Gains and Losses
DEM Stock Returns/Purchase Dates