Dividend EFTs: Compare Returns of S&P 500 to WisdomTree International SmallCap Dividend Fund (DLS)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
Compare Returns for S&P 500 and DLS | ||
---|---|---|
S&P 500 | DLS | |
Start Date | May-01-2015 | May-29-2015 |
Start Price | $2,800.75 | $43.77 |
End Date | May-01-2025 | May-09-2025 |
End Price | $5,604.14 | $70.34 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Feb-29-2016 |
Min Price | $2,532.94 | $38.76 |
Max Date | Dec-01-2024 | May-09-2025 |
Max Price | $6,010.09 | $70.34 |
Total Return | 100.09% | 60.70% |
Annualized Return | 7.12% | 4.82% |
Current Value of $1,000 Purchase | $2,001 | $1,607 |
Number Returns | 7,260 | 7,260 |
Average Return | 32.94% | 15.14% |
Minimum Return | -25.54% | -35.42% |
Maximum Return | 137.28% | 81.50% |
Number Profitable Returns | 6,578 | 5,598 |
Percent Profitable Returns | 90.61% | 77.11% |
Number Unprofitable Returns | 682 | 1,662 |
Percent Unprofitable Returns | 9.39% | 22.89% |
Profitable to Unprofitable Returns Ratio | 9.65 | 3.37 |
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DLS Stock Returns/Purchase Dates