Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree Emerging Markets SmallCap Dividend Fund (DGS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for S&P 500 and DGS | ||
---|---|---|
S&P 500 | DGS | |
Start Date | Jul-01-2014 | Jul-31-2014 |
Start Price | $2,581.86 | $32.65 |
End Date | Jul-01-2024 | Jul-02-2024 |
End Price | $5,475.09 | $51.50 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Jan-29-2016 |
Min Price | $2,503.97 | $23.61 |
Max Date | Jul-01-2024 | Jul-02-2024 |
Max Price | $5,475.09 | $51.50 |
Total Return | 112.06% | 57.73% |
Annualized Return | 7.74% | 4.62% |
Current Value of $1,000 Purchase | $2,121 | $1,577 |
Number Returns | 7,260 | 7,260 |
Average Return | 30.55% | 23.41% |
Minimum Return | -25.54% | -35.75% |
Maximum Return | 118.66% | 118.09% |
Number Profitable Returns | 6,509 | 5,951 |
Percent Profitable Returns | 89.66% | 81.97% |
Number Unprofitable Returns | 751 | 1,309 |
Percent Unprofitable Returns | 10.34% | 18.03% |
Profitable to Unprofitable Returns Ratio | 8.67 | 4.55 |
DGS Performance Table and Chart
DGS Dollar-cost Average
DGS Trendline Chart
DGS Moving Average Chart
DGS Stock Return Map - See Patterns of Gains and Losses
DGS Stock Returns/Purchase Dates