Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DGRS (WisdomTree US Smallcap Quality Dividend Growth Fund) | 15.82% | 24.60% | 13.49% | 6.46% | 9.78% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/26/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DGRS (WisdomTree US Smallcap Quality Dividend Growth Fund) | 07/26/2013 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.98 | 24.60 | 13.49 | 6.46 | 9.78 | NA | NA | … | … | 15.82 | -0.34 | 10.40 | 21.16 | -13.11 | 23.11 | 7.84 | 24.20 | -10.73 | 7.46 | 30.79 | -8.05 | 4.36 | 15.27 |
| Sharpe Ratio | NA | 1.29 | 0.57 | 0.17 | 0.34 | NA | NA | … | … | 1.97 | -0.15 | 0.35 | 0.90 | -0.63 | 1.17 | 0.15 | 1.32 | -0.75 | 0.57 | 1.79 | -0.51 | 0.30 | 2.82 |
| Standard Deviation(%) | NA | 17.96 | 19.71 | 20.39 | 23.82 | NA | NA | … | … | 16.55 | 22.14 | 19.15 | 19.53 | 23.02 | 19.66 | 50.63 | 17.19 | 16.11 | 12.05 | 17.12 | 15.78 | 14.59 | 13.80 |
| Draw Down(%) | NA | 9.67 | 27.57 | 27.57 | 44.82 | NA | NA | … | … | 8.91 | 22.77 | 9.74 | 16.18 | 24.11 | 9.80 | 44.82 | 10.96 | 22.95 | 7.76 | 10.93 | 15.08 | 10.75 | 5.47 |
| Yield(%) | 0.00 | 2.75 | 2.84 | 2.50 | 3.47 | 3.01 | 2.26 | … | … | 0.73 | 2.72 | 2.32 | 2.77 | 2.43 | 2.67 | 2.44 | 2.89 | 2.30 | 2.19 | 2.38 | 1.33 | 2.02 | 0.57 |
Data as of 06/10/2026, Common starting date is 07/26/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRS (WisdomTree US Smallcap Quality Dividend Growth Fund) |
-6.59%
Mar 2017 – Mar 2020 |
-1.45%
Mar 2015 – Mar 2020 |
6.10%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DGRS (WisdomTree US Smallcap Quality Dividend Growth Fund) |
21.46%
Mar 2020 – Mar 2023 |
16.04%
Mar 2020 – Mar 2025 |
10.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart