Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree International SmallCap Dividend Fund (DLS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DLS | ||
|---|---|---|
| S&P 500 | DLS | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $45.54 |
| End Date | Jun-01-2024 | Jun-28-2024 |
| End Price | $5,277.52 | $63.44 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Dec-31-2014 |
| Min Price | $2,503.97 | $39.57 |
| Max Date | Jun-01-2024 | Aug-31-2021 |
| Max Price | $5,277.52 | $67.78 |
| Total Return | 107.22% | 39.30% |
| Annualized Return | 7.49% | 3.34% |
| Current Value of $1,000 Purchase | $2,072 | $1,393 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 15.12% |
| Minimum Return | -25.54% | -35.42% |
| Maximum Return | 110.77% | 71.30% |
| Number Profitable Returns | 6,506 | 5,506 |
| Percent Profitable Returns | 89.61% | 75.84% |
| Number Unprofitable Returns | 754 | 1,754 |
| Percent Unprofitable Returns | 10.39% | 24.16% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 3.14 |
DLS Performance Table and Chart
DLS Dividend Chart
DLS Dollar-cost Average
DLS Trendline Chart
DLS Moving Average Chart
DLS Stock Return Map - See Patterns of Gains and Losses
DLS Stock Returns/Purchase Dates