NasdaqGM - Delayed Quote USD

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)

45.61
-0.98
(-2.10%)
At close: June 13 at 4:00:00 PM EDT

ETF Summary

The index is a fundamentally weighted index that consists of the small-capitalization segment of dividend-paying U.S. common stocks with growth characteristics. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return -7.96%
5y Average Return 10.38%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
DGRSCategory AverageDGRSCategory AverageDGRSCategory Average
Alpha -9.84 -9.56 -3.11 -1.09 -5.68 -6.04
BETA 1.2 1.12 1.05 1.02 1.12 1.13
Mean Annual Return 0.59 0.54 1.15 1.28 0.75 0.73
R-squared 68.06 66.89 63 60.19 68.62 67.31
Standard Deviation 24.18 22.65 21.48 21.2 20.9 21.28
Sharpe Ratio 0.1 0.08 0.51 0.58 0.34 0.32
Treynor Ratio -0.35 -0.5 8.79 11 4.48 4.14

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