WisdomTree Emerging Markets Equity Income UCITS ETF (DEM.L) Total Returns

Growth of £10,000 chart

2021-04-20 to 2026-04-20
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Investment Performance

Final Value
£15,339
Total Return
53.39%
CAGR
8.93%
Dividends
£3,358.30
Yield on Cost
33.58%

Rolling Returns

1-Month (21 Trading Days)
Average+0.71%
Median+0.70%
Best+34.18%
Worst-23.92%
% of Windows Positive60.2%
1-Year (252 Trading Days)
Average+6.96%
Median+7.36%
Best+45.39%
Worst-8.92%
% of Windows Positive79.9%
3-Year (756 Trading Days)
Average+24.66%
Median+23.59%
Best+84.07%
Worst+2.76%
% of Windows Positive100.0%

Risk Metrics

Maximum Drawdown -24.67%
Average Drawdown -5.59%
Drawdown Duration 120 Trading Days (Unrecovered)
Sortino Ratio 0.76
Calmar Ratio 0.36
CVaR (5%) -2.40%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +11.00% (+41.42% ann.) +£1100.15 £128.74 £25.74 £0.21
2025 +11.60% +£1160.48 £486.95 £97.39 £0.77
2024 +5.26% +£525.63 £775.99 £155.21 £1.25
2023 +13.08% +£1307.57 £754.11 £150.81 £1.20
2022 -3.94% £393.83 £649.71 £129.95 £1.05
2021 +14.10% +£1409.61 £459.86 £91.97 £0.73
2020 -10.26% £1025.96 £415.94 £83.19 £0.67
2019 +13.74% +£1373.94 £479.02 £95.80 £0.77
2018 -3.01% £301.02 £396.69 £79.34 £0.64
2017 +14.34% +£1434.41 £352.40 £70.48 £0.56
2016 +46.48% +£4647.98 £215.31 £43.07 £0.34
2015 -18.03% £1802.92 £363.85 £72.76 £0.58
2014 partial -39.55% (-98.00% ann.) £3955.47 £0.00 £0.00 £0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial November 14, 2014 – February 19, 2020 -10.98% -2.19% £1098.04 £1559.26 £311.85 £2.50
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -23.79% -95.50% £2379.11 £0.00 £0.00 £0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +9.09% +15.02% +£908.53 £168.24 £33.65 £0.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +14.41% +13.63% +£1441.30 £475.95 £95.19 £0.76
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -2.42% -2.57% £242.16 £667.02 £133.41 £1.07
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +18.70% +9.69% +£1869.55 £1391.80 £278.35 £2.22
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 20, 2026 +27.70% +16.68% +£2769.64 £875.52 £175.10 £1.40

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2015-03-26 £4.0832 0.40%
2015-06-25 £10.3586 1.03%
2015-09-17 £20.4753 2.43%
2016-01-07 £6.0201 0.81%
2016-03-31 £2.5256 0.29%
2016-06-30 £7.9070 0.85%
2017-01-05 £26.5320 2.35%
2017-06-29 £12.2721 1.08%
2018-01-04 £31.5539 2.56%
2018-06-28 £16.9633 1.47%
2019-01-03 £36.4272 3.14%
2019-07-08 £18.5065 1.46%
2020-01-06 £36.2919 2.90%
2020-07-02 £16.0516 1.51%
2021-01-04 £30.0967 2.74%
2021-07-01 £19.9637 1.71%
2022-01-06 £40.1687 3.32%
2022-07-07 £37.3530 3.43%
2023-01-05 £58.9920 5.31%
2023-07-07 £22.9033 2.20%
2024-01-05 £37.4059 3.37%
2024-07-08 £25.7413 2.13%
2024-10-03 £25.7923 2.15%
2025-01-06 £5.4838 0.47%
2025-04-04 £11.4997 1.02%
2025-07-04 £17.6800 1.47%
2025-10-03 £21.0057 1.73%
2026-01-02 £7.8667 0.63%
2026-04-02 £8.1317 0.61%
Total 29 payments

Portfolio Dividend Returns

Based on £10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-20 to 2026-04-20. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-07-01 £176.38 £35.27 £0.28 0.1230
2022-01-06 £359.83 £71.97 £0.58 0.2465
2022-07-07 £343.82 £68.77 £0.55 0.2577
2023-01-05 £558.18 £111.63 £0.89 0.4214
2023-07-07 £226.36 £45.27 £0.36 0.1733
2024-01-05 £376.18 £75.24 £0.60 0.2707
2024-07-08 £265.84 £53.17 £0.43 0.1741
2024-10-03 £270.85 £54.18 £0.44 0.1831
2025-01-06 £58.59 £11.72 £0.09 0.0404
2025-04-04 £123.34 £24.67 £0.20 0.0899
2025-07-04 £191.21 £38.24 £0.30 0.1259
2025-10-03 £229.82 £45.96 £0.37 0.1511
2026-01-02 £87.25 £17.45 £0.14 0.0559
2026-04-02 £90.65 £18.13 £0.15 0.0550
Total £3358.30 £671.65 £5.37 2.3679

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

DGS

CAGR 4.17% Total 112.84% Final $21,284
2007-10-30 — 2026-04-21
FEMU.L

CAGR 5.59% Total 103.20% Final $20,320
2013-04-09 — 2026-04-20
USD

CAGR 27.55% Total 10636.28% Final $1,073,628
2007-02-01 — 2026-04-21