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 | Jul-01-2014 | Jul-31-2014 |
Start Price | $2,581.86 | $44.79 |
End Date | Jul-01-2024 | Jul-02-2024 |
End Price | $5,475.09 | $63.57 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Dec-31-2014 |
Min Price | $2,503.97 | $39.57 |
Max Date | Jul-01-2024 | Aug-31-2021 |
Max Price | $5,475.09 | $67.78 |
Total Return | 112.06% | 41.93% |
Annualized Return | 7.74% | 3.53% |
Current Value of $1,000 Purchase | $2,121 | $1,419 |
Number Returns | 7,260 | 7,260 |
Average Return | 30.55% | 15.22% |
Minimum Return | -25.54% | -35.42% |
Maximum Return | 118.66% | 71.30% |
Number Profitable Returns | 6,509 | 5,527 |
Percent Profitable Returns | 89.66% | 76.13% |
Number Unprofitable Returns | 751 | 1,733 |
Percent Unprofitable Returns | 10.34% | 23.87% |
Profitable to Unprofitable Returns Ratio | 8.67 | 3.19 |
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