WisdomTree Emerging Markets Dividend Growth Fund
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$25.13
- Net Assets:$0 Million
- NAV:$25.2
- Premium-0.28%
- Peer Rank:73 of 104
- Investment Rating:D
- Performance:C-
- RiskC
We rate WisdomTree Em Mkts Qual Div Gro at D. Negative factors that influence this rating include a short term portfolio management tenure. The fund may be considered for investors seeking an Emerging Market Equity strategy.
Total return ranks below peers over the last three years. The WisdomTree Em Mkts Qual Div Gro has returned an annual rate of 2.40% since inception. More recently, the fund has generated a total return of 4.13% in the last five years, -1.85% in the last three years, and 15.49% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 43% of them. It has also outpaced 26% of its competitors on a three year basis and 68% of them over the last year for the period ending 2/29/2024. On a year to date basis, DGRE has returned 3.66%.
Downside risk has been above average. DGRE has a draw down risk of -38.20%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 17.8%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As DGRE is an exchange traded fund, it has no front end or back end load.
The WisdomTree Em Mkts Qual Div Gro is managed by Marlene R. Walker Smith at WisdomTree Asset Management Inc. This fund is one of 65 WisdomTree Asset Management Inc exchange-traded funds launched since 6/16/2006 that we track.