Dividend EFTs Performance Guide: Compare Returns of S&P 500 and 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 | Nov-01-2014 | Nov-28-2014 |
Start Price | $2,699.17 | $40.13 |
End Date | Nov-01-2024 | Nov-12-2024 |
End Price | $6,001.35 | $63.91 |
Number Monthly Prices | 121 | 121 |
Min Date | Feb-01-2016 | Dec-31-2014 |
Min Price | $2,503.97 | $39.27 |
Max Date | Nov-01-2024 | Sep-30-2024 |
Max Price | $6,001.35 | $69.05 |
Total Return | 122.34% | 59.26% |
Annualized Return | 8.25% | 4.72% |
Current Value of $1,000 Purchase | $2,223 | $1,593 |
Number Returns | 7,260 | 7,260 |
Average Return | 31.43% | 15.58% |
Minimum Return | -25.54% | -35.42% |
Maximum Return | 139.67% | 75.83% |
Number Profitable Returns | 6,523 | 5,583 |
Percent Profitable Returns | 89.85% | 76.90% |
Number Unprofitable Returns | 737 | 1,677 |
Percent Unprofitable Returns | 10.15% | 23.10% |
Profitable to Unprofitable Returns Ratio | 8.85 | 3.33 |
DLS Performance Table and Chart
DLS Dividend Chart
DLS Dollar-cost Average
DLS Trendline Chart
DLS Moving Average Chart
DLS Stock Return Map - See Patterns of Gains and Losses
DLS Stock Returns/Purchase Dates