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 | Jul-01-2014 | Jul-31-2014 |
| Start Price | $2,581.86 | $32.65 |
| End Date | Jul-01-2024 | Jul-26-2024 |
| End Price | $5,475.09 | $51.27 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $23.61 |
| Max Date | Jul-01-2024 | Jun-28-2024 |
| Max Price | $5,475.09 | $51.44 |
| Total Return | 112.06% | 57.02% |
| Annualized Return | 7.74% | 4.58% |
| Current Value of $1,000 Purchase | $2,121 | $1,570 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.55% | 23.40% |
| Minimum Return | -25.54% | -35.75% |
| Maximum Return | 118.66% | 117.84% |
| Number Profitable Returns | 6,509 | 5,950 |
| Percent Profitable Returns | 89.66% | 81.96% |
| Number Unprofitable Returns | 751 | 1,310 |
| Percent Unprofitable Returns | 10.34% | 18.04% |
| Profitable to Unprofitable Returns Ratio | 8.67 | 4.54 |
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