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 | Sep-01-2014 | Sep-30-2014 |
| Start Price | $2,610.60 | $31.75 |
| End Date | Sep-01-2024 | Sep-06-2024 |
| End Price | $5,520.07 | $51.20 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jan-29-2016 |
| Min Price | $2,503.97 | $23.61 |
| Max Date | Sep-01-2024 | Aug-30-2024 |
| Max Price | $5,520.07 | $52.81 |
| Total Return | 111.45% | 61.26% |
| Annualized Return | 7.71% | 4.85% |
| Current Value of $1,000 Purchase | $2,114 | $1,613 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.88% | 24.43% |
| Minimum Return | -25.54% | -35.75% |
| Maximum Return | 120.45% | 123.64% |
| Number Profitable Returns | 6,517 | 6,022 |
| Percent Profitable Returns | 89.77% | 82.95% |
| Number Unprofitable Returns | 743 | 1,238 |
| Percent Unprofitable Returns | 10.23% | 17.05% |
| Profitable to Unprofitable Returns Ratio | 8.77 | 4.86 |
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