WisdomTree Emerging Markets High Dividend Fund (DEM) Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$14,610
Total Return
46.10%
CAGR
7.88%
Dividends
$3,052.92
Yield on Cost
30.53%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.67% |
| Median | +0.88% |
| Best | +15.62% |
| Worst | -13.37% |
| % of Windows Positive | 59.4% |
1-Year (252 Trading Days)
| Average | +7.20% |
| Median | +9.99% |
| Best | +41.48% |
| Worst | -22.37% |
| % of Windows Positive | 72.4% |
3-Year (756 Trading Days)
| Average | +28.72% |
| Median | +20.44% |
| Best | +63.80% |
| Worst | -1.75% |
| % of Windows Positive | 99.8% |
Risk Metrics
| Maximum Drawdown | -28.18% |
| Average Drawdown | -7.68% |
| Drawdown Duration | 515 Trading Days |
| Sortino Ratio | 0.82 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -2.23% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +11.93% (+44.89% ann.) | +$1192.89 | $50.31 | $10.06 | $0.08 |
| 2025 | +20.10% | +$2009.55 | $571.83 | $114.36 | $0.91 |
| 2024 | +3.48% | +$348.12 | $527.76 | $105.55 | $0.84 |
| 2023 | +19.55% | +$1954.67 | $636.45 | $127.29 | $1.02 |
| 2022 | -11.89% | $1188.81 | $724.24 | $144.84 | $1.16 |
| 2021 | +10.22% | +$1022.30 | $628.54 | $125.71 | $1.00 |
| 2020 | -6.70% | $669.64 | $382.55 | $76.51 | $0.61 |
| 2019 | +18.68% | +$1868.28 | $552.38 | $110.47 | $0.89 |
| 2018 | -8.46% | $845.94 | $399.04 | $79.80 | $0.63 |
| 2017 | +25.27% | +$2527.33 | $450.02 | $90.00 | $0.71 |
| 2016 | +21.55% | +$2155.00 | $432.27 | $86.46 | $0.68 |
| 2015 | -22.17% | $2217.37 | $394.67 | $78.94 | $0.63 |
| 2014 | -14.15% | $1414.73 | $460.57 | $92.12 | $0.74 |
| 2013 | -7.74% | $773.85 | $369.87 | $73.97 | $0.59 |
| 2012 | +14.74% | +$1474.35 | $370.99 | $74.21 | $0.59 |
| 2011 | -11.15% | $1115.00 | $385.57 | $77.11 | $0.62 |
| 2010 | +23.70% | +$2370.14 | $393.89 | $78.78 | $0.63 |
| 2009 | +57.03% | +$5703.28 | $452.69 | $90.54 | $0.72 |
| 2008 | -35.35% | $3534.75 | $360.50 | $72.10 | $0.58 |
| 2007 partial | +2.42% (+5.23% ann.) | +$241.67 | $94.01 | $18.80 | $0.15 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | July 13, 2007 – October 9, 2007 | +6.18% | +28.28% | +$618.38 | $0.00 | $0.00 | $0.00 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -47.87% | -36.94% | $4787.31 | $435.30 | $87.06 | $0.70 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +91.79% | +21.28% | +$9179.30 | $2390.95 | $478.18 | $3.84 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +11.05% | +1.39% | +$1104.71 | $3113.38 | $622.67 | $4.95 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -32.28% | -98.83% | $3228.34 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.70% | +37.16% | +$2170.11 | $460.79 | $92.15 | $0.74 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +15.27% | +14.44% | +$1527.48 | $562.28 | $112.46 | $0.90 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -13.64% | -14.42% | $1364.31 | $823.89 | $164.77 | $1.32 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +33.33% | +16.79% | +$3333.20 | $1044.69 | $208.93 | $1.66 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +29.75% | +17.83% | +$2975.46 | $904.77 | $180.95 | $1.44 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2007-12-17 | $0.4880 | 0.93% |
| 2008-12-22 | $1.9020 | 5.57% |
| 2009-03-23 | $0.0540 | 0.18% |
| 2009-06-22 | $0.5980 | 1.52% |
| 2009-09-21 | $0.6380 | 1.33% |
| 2009-12-21 | $0.1690 | 0.35% |
| 2010-03-29 | $0.1610 | 0.31% |
| 2010-06-28 | $0.7610 | 1.57% |
| 2010-09-20 | $0.6460 | 1.19% |
| 2010-12-22 | $0.3690 | 0.63% |
| 2011-03-21 | $0.1720 | 0.30% |
| 2011-06-22 | $0.9230 | 1.51% |
| 2011-09-26 | $0.9330 | 1.90% |
| 2011-12-21 | $0.2500 | 0.49% |
| 2012-03-26 | $0.2020 | 0.35% |
| 2012-06-25 | $0.6970 | 1.37% |
| 2012-09-24 | $0.7830 | 1.41% |
| 2012-12-24 | $0.2020 | 0.36% |
| 2013-03-22 | $0.1300 | 0.24% |
| 2013-06-24 | $0.9320 | 1.93% |
| 2013-09-23 | $0.7820 | 1.45% |
| 2013-12-24 | $0.2480 | 0.49% |
| 2014-03-24 | $0.1800 | 0.39% |
| 2014-06-23 | $0.4390 | 0.84% |
| 2014-09-22 | $1.2630 | 2.47% |
| 2014-12-19 | $0.4410 | 1.05% |
| 2015-06-22 | $0.3620 | 0.82% |
| 2015-09-21 | $1.0050 | 2.79% |
| 2015-12-21 | $0.2820 | 0.89% |
| 2016-06-20 | $0.2800 | 0.82% |
| 2016-09-26 | $0.8050 | 2.10% |
| 2016-12-23 | $0.2710 | 0.74% |
| 2017-06-26 | $0.4300 | 1.04% |
| 2017-09-26 | $0.9500 | 2.18% |
| 2017-12-26 | $0.2850 | 0.63% |
| 2018-06-25 | $0.4200 | 0.97% |
| 2018-09-25 | $1.1470 | 2.60% |
| 2018-12-24 | $0.2270 | 0.57% |
| 2019-03-26 | $0.1050 | 0.24% |
| 2019-06-24 | $0.5300 | 1.17% |
| 2019-09-24 | $1.1500 | 2.65% |
| 2019-12-23 | $0.4050 | 0.89% |
| 2020-03-24 | $0.0330 | 0.11% |
| 2020-06-23 | $0.4650 | 1.24% |
| 2020-09-22 | $0.9400 | 2.55% |
| 2020-12-21 | $0.2930 | 0.70% |
| 2021-03-25 | $0.1750 | 0.40% |
| 2021-06-24 | $0.6400 | 1.38% |
| 2021-09-24 | $0.9900 | 2.19% |
| 2021-12-27 | $0.7160 | 1.63% |
| 2021-12-30 | $0.0240 | 0.06% |
| 2022-03-25 | $0.3700 | 0.84% |
| 2022-06-24 | $0.7600 | 2.02% |
| 2022-09-26 | $1.5100 | 4.30% |
| 2022-12-23 | $0.4310 | 1.20% |
| 2023-03-27 | $0.1000 | 0.27% |
| 2023-06-26 | $0.7200 | 1.85% |
| 2023-09-25 | $1.1000 | 2.81% |
| 2023-12-22 | $0.3150 | 0.79% |
| 2024-03-22 | $0.2250 | 0.53% |
| 2024-06-25 | $0.6350 | 1.44% |
| 2024-09-25 | $1.0600 | 2.34% |
| 2024-12-26 | $0.2000 | 0.49% |
| 2025-03-26 | $0.4200 | 0.97% |
| 2025-06-25 | $0.5750 | 1.26% |
| 2025-09-25 | $0.8000 | 1.71% |
| 2025-12-26 | $0.4130 | 0.88% |
| 2025-12-31 | $0.0720 | 0.15% |
| 2026-03-26 | $0.2350 | 0.47% |
| Total | 69 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-24 | $141.18 | $28.24 | $0.22 | 2.4473 |
| 2021-09-24 | $220.82 | $44.16 | $0.36 | 4.0289 |
| 2021-12-27 | $162.59 | $32.52 | $0.26 | 2.9917 |
| 2021-12-30 | $5.52 | $1.10 | $0.0073 | 0.1018 |
| 2022-03-25 | $85.16 | $17.03 | $0.14 | 1.5638 |
| 2022-06-24 | $176.12 | $35.22 | $0.28 | 3.7779 |
| 2022-09-26 | $355.63 | $71.12 | $0.57 | 8.6486 |
| 2022-12-23 | $105.24 | $21.05 | $0.17 | 2.3495 |
| 2023-03-27 | $24.65 | $4.93 | $0.04 | 0.5295 |
| 2023-06-26 | $177.87 | $35.58 | $0.28 | 3.7108 |
| 2023-09-25 | $275.83 | $55.17 | $0.44 | 5.8183 |
| 2023-12-22 | $80.82 | $16.16 | $0.13 | 1.6152 |
| 2024-03-22 | $58.09 | $11.61 | $0.09 | 1.1141 |
| 2024-06-25 | $164.66 | $32.93 | $0.26 | 3.0382 |
| 2024-09-25 | $278.08 | $55.62 | $0.44 | 5.0470 |
| 2024-12-26 | $53.48 | $10.69 | $0.09 | 1.0424 |
| 2025-03-26 | $112.74 | $22.55 | $0.18 | 2.1144 |
| 2025-06-25 | $155.56 | $31.11 | $0.25 | 2.7680 |
| 2025-09-25 | $218.65 | $43.73 | $0.35 | 3.8375 |
| 2025-12-26 | $114.46 | $22.89 | $0.18 | 1.9510 |
| 2025-12-31 | $20.10 | $4.02 | $0.03 | 0.3435 |
| 2026-03-26 | $65.67 | $13.14 | $0.10 | 1.0837 |
| Total | $3052.92 | $610.57 | $4.86 | 59.9235 |
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.