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 | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $32.56 |
| End Date | Jun-01-2024 | Jun-28-2024 |
| End Price | $5,277.52 | $51.44 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $23.61 |
| Max Date | Jun-01-2024 | Jun-28-2024 |
| Max Price | $5,277.52 | $51.44 |
| Total Return | 107.22% | 58.00% |
| Annualized Return | 7.49% | 4.64% |
| Current Value of $1,000 Purchase | $2,072 | $1,580 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 22.94% |
| Minimum Return | -25.54% | -35.75% |
| Maximum Return | 110.77% | 117.84% |
| Number Profitable Returns | 6,506 | 5,917 |
| Percent Profitable Returns | 89.61% | 81.50% |
| Number Unprofitable Returns | 754 | 1,343 |
| Percent Unprofitable Returns | 10.39% | 18.50% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 4.41 |
DGS Performance Table and Chart
DGS Dividend 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