WisdomTree Emerging Markets SmallCap Dividend UCITS ETF (DGSE.L) Total Returns
Growth of £10,000 chart
2021-04-20 to 2026-04-20 to
£
%
%
Loading chart…
Investment Performance
Final Value
£14,726
Total Return
47.26%
CAGR
8.05%
Dividends
£2,048.93
Yield on Cost
20.49%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.64% |
| Median | +0.66% |
| Best | +33.12% |
| Worst | -24.83% |
| % of Windows Positive | 59.2% |
1-Year (252 Trading Days)
| Average | +6.18% |
| Median | +6.47% |
| Best | +44.46% |
| Worst | -13.55% |
| % of Windows Positive | 75.0% |
3-Year (756 Trading Days)
| Average | +21.43% |
| Median | +19.52% |
| Best | +81.77% |
| Worst | -4.62% |
| % of Windows Positive | 99.0% |
Risk Metrics
| Maximum Drawdown | -26.42% |
| Average Drawdown | -5.16% |
| Drawdown Duration | 120 Trading Days (Unrecovered) |
| Sortino Ratio | 0.71 |
| Calmar Ratio | 0.30 |
| CVaR (5%) | -2.36% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +10.52% (+39.41% ann.) | +£1052.36 | £97.59 | £19.51 | £0.15 |
| 2025 | +10.42% | +£1042.16 | £317.49 | £63.49 | £0.51 |
| 2024 | +2.83% | +£283.05 | £483.70 | £96.74 | £0.77 |
| 2023 | +12.51% | +£1251.37 | £385.99 | £77.20 | £0.62 |
| 2022 | -1.63% | £163.42 | £380.42 | £76.08 | £0.61 |
| 2021 | +13.75% | +£1374.78 | £324.61 | £64.92 | £0.52 |
| 2020 | +1.73% | +£172.99 | £293.55 | £58.71 | £0.46 |
| 2019 | +11.38% | +£1138.06 | £361.39 | £72.28 | £0.58 |
| 2018 | -10.67% | £1066.72 | £267.73 | £53.55 | £0.43 |
| 2017 | +22.98% | +£2297.70 | £279.83 | £55.97 | £0.44 |
| 2016 | +38.90% | +£3889.73 | £188.22 | £37.64 | £0.31 |
| 2015 | -11.59% | £1159.11 | £283.35 | £56.68 | £0.46 |
| 2014 partial | -36.96% (-97.23% ann.) | £3696.09 | £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 | -7.69% | -1.51% | £769.13 | £1220.92 | £244.21 | £1.95 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -26.11% | -96.84% | £2611.22 | £0.00 | £0.00 | £0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +27.36% | +47.57% | +£2736.10 | £170.64 | £34.12 | £0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +16.41% | +15.50% | +£1640.71 | £342.63 | £68.53 | £0.55 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -0.41% | -0.43% | £40.65 | £390.95 | £78.19 | £0.63 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +20.25% | +10.46% | +£2025.07 | £793.74 | £158.74 | £1.27 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 20, 2026 | +20.76% | +12.64% | +£2075.89 | £552.18 | £110.43 | £0.88 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2015-03-26 | £5.9765 | 0.56% |
| 2015-06-25 | £7.4844 | 0.73% |
| 2015-09-17 | £14.9298 | 1.69% |
| 2016-01-07 | £2.0662 | 0.24% |
| 2016-03-31 | £2.5604 | 0.27% |
| 2016-06-30 | £11.7071 | 1.12% |
| 2017-01-05 | £18.4798 | 1.52% |
| 2017-06-29 | £14.7419 | 1.12% |
| 2018-01-04 | £20.4333 | 1.40% |
| 2018-06-28 | £17.8340 | 1.32% |
| 2019-01-03 | £26.0307 | 2.05% |
| 2019-07-08 | £19.0259 | 1.38% |
| 2020-01-06 | £22.7736 | 1.68% |
| 2020-07-02 | £16.9260 | 1.41% |
| 2021-01-04 | £20.3099 | 1.50% |
| 2021-07-01 | £23.2366 | 1.53% |
| 2022-01-06 | £23.8913 | 1.60% |
| 2022-07-07 | £32.7026 | 2.35% |
| 2023-01-05 | £32.8201 | 2.28% |
| 2023-07-07 | £21.9051 | 1.57% |
| 2024-01-05 | £29.2581 | 1.94% |
| 2024-07-08 | £24.4554 | 1.51% |
| 2024-10-03 | £20.7040 | 1.29% |
| 2025-01-06 | £5.5558 | 0.36% |
| 2025-04-04 | £6.6773 | 0.47% |
| 2025-07-04 | £14.8946 | 0.93% |
| 2025-10-03 | £21.4362 | 1.30% |
| 2026-01-05 | £6.9167 | 0.42% |
| 2026-04-07 | £9.2780 | 0.53% |
| 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 | £162.35 | £32.47 | £0.26 | 0.0866 |
| 2022-01-06 | £169.00 | £33.80 | £0.27 | 0.0921 |
| 2022-07-07 | £234.33 | £46.87 | £0.38 | 0.1364 |
| 2023-01-05 | £239.65 | £47.93 | £0.39 | 0.1349 |
| 2023-07-07 | £162.90 | £32.58 | £0.26 | 0.0934 |
| 2024-01-05 | £220.32 | £44.06 | £0.35 | 0.1169 |
| 2024-07-08 | £187.02 | £37.41 | £0.30 | 0.0922 |
| 2024-10-03 | £160.23 | £32.05 | £0.26 | 0.0806 |
| 2025-01-06 | £43.44 | £8.69 | £0.07 | 0.0225 |
| 2025-04-04 | £52.37 | £10.48 | £0.09 | 0.0298 |
| 2025-07-04 | £117.26 | £23.45 | £0.18 | 0.0592 |
| 2025-10-03 | £170.02 | £34.00 | £0.27 | 0.0823 |
| 2026-01-05 | £55.43 | £11.09 | £0.09 | 0.0266 |
| 2026-04-07 | £74.60 | £14.92 | £0.12 | 0.0347 |
| Total | £2048.93 | £409.77 | £3.28 | 1.0883 |
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.