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-05-2024 |
| End Price | $5,475.09 | $64.91 |
| 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% | 44.92% |
| Annualized Return | 7.74% | 3.75% |
| Current Value of $1,000 Purchase | $2,121 | $1,449 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 15.26% |
| Minimum Return | -25.54% | -35.42% |
| Maximum Return | 118.66% | 71.30% |
| Number Profitable Returns | 6,509 | 5,529 |
| Percent Profitable Returns | 89.66% | 76.16% |
| Number Unprofitable Returns | 751 | 1,731 |
| Percent Unprofitable Returns | 10.34% | 23.84% |
| 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