WisdomTree U.S. Total Dividend Fund
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$67.94
- Net Assets:$0 Million
- NAV:$68.36
- Premium-0.61%
- Peer Rank:311 of 397
- Investment Rating:C
- Performance:B
- RiskC-
We rate WisdomTree US Total Dividend at C. Positive factors that influence this rating include a well above average total return, low price volatility and low expense structure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking an Equity Income strategy.
Total return ranks very high in comparison with peers over the last three years. The WisdomTree US Total Dividend has returned an annual rate of 8.79% since inception. More recently, the fund has generated a total return of 11.02% in the last five years, 10.82% in the last three years, and 13.55% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 79% of them. It has also outpaced 86% of its competitors on a three year basis and 62% of them over the last year for the period ending 2/29/2024. On a year to date basis, DTD has returned 4.71%.
Downside risk has been above average. DTD has a draw down risk of -56.19%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 15.7%. This fund has had moderate volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As DTD is an exchange traded fund, it has no front end or back end load.
The WisdomTree US Total Dividend 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.