WisdomTree International Dividend ex-FinancFind Ratings Reports
- Last Ratings Update:06/30/2016
- Price as of 06/30/2016 :$37.81
- Net Assets:$393.4 Million
- Peer Rank:104 of 318
- Investment Rating:C-
We rate WisdomTree Intl Div Ex-Financial Fd at C-. Positive factors that influence this rating include a low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Non-US Equity strategy.
POSITIVES AND RISKS
Total return ranks below peers over the last three years. The WisdomTree Intl Div Ex-Financial Fd has returned an annual rate of 2.02% since inception. More recently, the fund has generated a total return of 0.48% in the last five years, 2.76% in the last three years, and -7.63% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 31% of them. It has also outpaced 39% of its competitors on a three year basis and 29% of them over the last year for the period ending 6/30/2016. On a year to date basis, DOO has returned 2.31%.
Downside risk has been below average. DOO has a draw down risk of -29.54%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 13.5%. This fund has had moderate volatility in its monthly performance over the last 36 months. As of 6/30/2016, the fund was trading at a price of $37.81, which is 4.7% below its 52-week high of $39.67 and 9.3% above its 52-week low of $34.58.
Low expense ratio helps performance. As DOO is an exchange traded fund, it has no front end or back end load.
The WisdomTree Intl Div Ex-Financial Fd is managed by Karen Q. Wong at WisdomTree Asset Management Inc. This fund is one of 96 WisdomTree Asset Management Inc exchange-traded funds launched since 6/16/2006 that we track.