Dividend EFTs Performance Guide: Compare Returns of S&P 500 and WisdomTree Emerging Markets High Dividend Fund (DEM)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DEM | ||
|---|---|---|
| S&P 500 | DEM | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $31.39 |
| End Date | Jun-01-2024 | Jun-17-2024 |
| End Price | $5,277.52 | $43.40 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $19.98 |
| Max Date | Jun-01-2024 | May-31-2024 |
| Max Price | $5,277.52 | $43.53 |
| Total Return | 107.22% | 38.25% |
| Annualized Return | 7.49% | 3.26% |
| Current Value of $1,000 Purchase | $2,072 | $1,382 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 18.67% |
| Minimum Return | -25.54% | -37.43% |
| Maximum Return | 110.77% | 117.88% |
| Number Profitable Returns | 6,506 | 5,841 |
| Percent Profitable Returns | 89.61% | 80.45% |
| Number Unprofitable Returns | 754 | 1,419 |
| Percent Unprofitable Returns | 10.39% | 19.55% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 4.12 |
DEM Performance Table and Chart
DEM Dividend Chart
DEM Dollar-cost Average
DEM Trendline Chart
DEM Moving Average Chart
DEM Stock Return Map - See Patterns of Gains and Losses
DEM Stock Returns/Purchase Dates