Total Return:15.76%(TTM)
Over the latest trailing 12-month period, total return cagr is +15.76%. The comparable SPY value is +20.46%. Year-to-date total return is +6.48%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DGRW
$49,179
(4.9x return)
Invested on May 22, 2013
Growth of $10,000 in SPY (S&P 500)
$55,156
(5.5x return)
Invested on May 22, 2013
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+6.5%
1-Year Total Return
+15.8%
Current Dividend Yield
2.03%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +14.2% | +15.8% | +1.5% |
| 3 Years | +13.4% | +15.1% | +1.7% |
| 5 Years | +9.8% | +11.7% | +1.9% |
| 10 Years | +11.9% | +14.1% | +2.2% |
| 15 Years | — | — | — |
| 20 Years | — | — | — |
About WisdomTree U.S. Quality Dividend Growth Fund
Under typical market conditions, the WisdomTree U.S. Quality Dividend Growth Fund (DGRW) commits a minimum of 80% of its total assets (excluding collateral from securities lending) to either the direct constituents of its underlying index or other investments sharing substantially identical economic profiles. This index is characterized by a fundamental weighting approach and focuses on U.S. common stocks that not only pay dividends but also exhibit strong growth characteristics. It's important to note that the fund is classified as non-diversified.
- Sector
- Financial Services
- Industry
- Asset Management - Income