NasdaqGM - Delayed Quote USD

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

47.38 -0.40 (-0.84%)
At close: April 25 at 4:00 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 component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return 0.42%
5y Average Return 8.32%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
DGRSCategory AverageDGRSCategory AverageDGRSCategory Average
Alpha -5.18 -4.09 -4.92 -4.7 -4.68 -5.71
BETA 1.02 0.94 1.13 1.14 1.11 1.13
Mean Annual Return 0.62 0.64 1.06 1.09 0.84 0.77
R-squared 68.66 64.22 74.64 70.2 69.89 67.26
Standard Deviation 21.54 20.52 24.09 25.07 20.17 20.92
Sharpe Ratio 0.21 0.24 0.44 0.43 0.43 0.37
Treynor Ratio 2.31 3.21 7.1 7.14 6.15 5.13

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