Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree U.S. MidCap Dividend Fund (DON)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DON | ||
|---|---|---|
| S&P 500 | DON | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $20.95 |
| End Date | Jun-01-2024 | Jun-25-2024 |
| End Price | $5,277.52 | $46.68 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Sep-30-2014 |
| Min Price | $2,503.97 | $20.21 |
| Max Date | Jun-01-2024 | Mar-28-2024 |
| Max Price | $5,277.52 | $48.47 |
| Total Return | 107.22% | 122.80% |
| Annualized Return | 7.49% | 8.27% |
| Current Value of $1,000 Purchase | $2,072 | $2,228 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 33.87% |
| Minimum Return | -25.54% | -35.96% |
| Maximum Return | 110.77% | 139.79% |
| Number Profitable Returns | 6,506 | 6,513 |
| Percent Profitable Returns | 89.61% | 89.71% |
| Number Unprofitable Returns | 754 | 747 |
| Percent Unprofitable Returns | 10.39% | 10.29% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 8.72 |
DON Performance Table and Chart
DON Dividend Chart
DON Dollar-cost Average
DON Trendline Chart
DON Moving Average Chart
DON Stock Return Map - See Patterns of Gains and Losses
DON Stock Returns/Purchase Dates