WisdomTree Emerging Markets High Dividend Fund (DEM) Performance
DEM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.1% since Dec 31, 2025
- 1 year
- +22.1% total return
- 5 years
- +10.1% a year
- 10 years
- +9.0% a year
- Since first price
- +4.9% a year since 2007
DEM trailing returns vs SPY, QQQ, AGG
| Period | DEM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.1% | −4.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.1% | +0.7% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.0% | +4.1% | +7.8% | +8.4% | −1.5% |
| YTD | +19.1% | +15.4% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.1% | +17.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +69.7%+19.3%/yr | +47.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +62.0%+10.1%/yr | +21.2% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +137.1%+9.0%/yr | +41.7% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +116.9%+5.3%/yr | +5.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionJul 13, 2007 | +153.8%+4.9%/yr | +3.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: DEM vs SPY
From Jul 13, 2007: DEM grew to $25,377, SPY to $69,772.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DEM returns by calendar year
10 of 18 full years positive. Best 2009 (+58.0%), worst 2008 (−34.7%). 2026 is year to date.
DEM annual returns table
| Year | DEM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.1% | −7.9% | +12.3% | +15.1% | −1.0% |
| 2025 | +21.3% | −12.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +4.5% | −10.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +20.9% | −8.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −10.4% | −27.2% | −18.2% | −32.6% | −13.0% |
| 2021 | +11.5% | −9.2% | +28.7% | +27.4% | −1.8% |
| 2020 | −5.8% | −37.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +19.8% | −10.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −7.7% | −19.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +26.3% | −4.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +22.4% | −10.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −21.5% | −33.5% | +1.2% | +9.4% | +0.5% |
| 2014 | −13.3% | −23.4% | +13.5% | +19.2% | +6.0% |
| 2013 | −7.0% | −18.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +15.5% | −15.0% | +16.0% | +18.1% | +3.8% |
| 2011 | −10.4% | −25.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.6% | −18.4% | +15.1% | +19.9% | +6.4% |
| 2009 | +58.0% | −21.9% | +26.4% | +54.7% | +3.0% |
| 2008 | −34.7% | −51.5% | −36.8% | −41.7% | +7.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
DEM largest drawdowns
Now 4.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| May 19, 2008 | −51.9% | Mar 2, 2009 | Apr 1, 2010 | 9 months | 1.9 years |
| Apr 29, 2011 | −47.0% | Jan 20, 2016 | Jan 19, 2018 | 4.7 years | 6.7 years |
| Jan 17, 2020 | −37.8% | Mar 18, 2020 | Mar 15, 2021 | 2 months | 1.2 years |
| Feb 16, 2022 | −27.2% | Oct 31, 2022 | Feb 20, 2024 | 8 months | 2.0 years |
| Jan 26, 2018 | −19.0% | Oct 29, 2018 | Jan 2, 2020 | 9 months | 1.9 years |
| Apr 14, 2010 | −18.4% | Jun 7, 2010 | Sep 13, 2010 | 54 days | 5 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DEM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2007 |
|---|---|---|---|---|
| Annualized return | +19.2% | +11.1% | +9.4% | +5.4% |
| Volatility (annualized) | 9.6% | 14.2% | 15.6% | 19.1% |
| Sharpe ratio | 1.43 | 0.56 | 0.51 | 0.30 |
| Sortino ratio | 3.05 | 0.97 | 0.79 | 0.45 |
| Best month | +6.9% | +15.6% | +15.6% | +17.4% |
| Worst month | −4.0% | −9.3% | −18.8% | −20.8% |
| Best 12 months | +31.9% | +31.9% | +44.5% | +81.7% |
| Worst 12 months | +4.5% | −18.7% | −22.8% | −44.4% |
| Positive months | 67% | 55% | 57% | 53% |
| Beta vs S&P 500 | 0.47 | 0.56 | 0.70 | — |
| Correlation with S&P 500 | 0.61 | 0.61 | 0.68 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
DEM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 220 | −44.4% | +6.0% | +81.7% | 59% |
| 3-year (a year) | 196 | −15.2% | +5.7% | +32.9% | 72% |
| 5-year (a year) | 172 | −8.1% | +3.6% | +15.6% | 79% |
| 10-year (a year) | 112 | −0.8% | +2.9% | +10.8% | 96% |
Every holding period starting at a month-end since 2007. Returns for 3 years and longer are annualized.
DEM performance overview
WisdomTree Emerging Markets High Dividend Fund (DEM) returned +22.1% over the past year and +9.0% a year over ten years, with distributions reinvested. Since its first recorded price in 2007 it has returned +4.9% a year, turning $10,000 into about $25,377. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −51.9%, from May 19, 2008 to Mar 2, 2009, and it took 1.1 years to get back to the old high. DEM finished 10 of its 18 full calendar years with a gain; the best year was 2009 (+58.0%) and the worst 2008 (−34.7%). Volatility has been 19.1% a year.
Related: DEM chart, DEM holdings, DEM dividends. See the DEM overview for the latest quote and fund facts.
DEM performance FAQ
What is the DEM return over the past year?
DEM returned +22.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 17.1%.
What is the average annual return of DEM?
DEM has returned +10.1% a year over 5 years, +9.0% a year over 10 years, +4.9% a year since July 13, 2007 (total return, distributions reinvested).
How much would $10,000 invested in DEM be worth?
$10,000 invested in DEM at its first recorded close on July 13, 2007 would be worth about $25,377 on October 23, 2026 with distributions reinvested.
What was the worst year for DEM?
The worst calendar year was 2008, with a total return of −34.7%. The best was 2009 at +58.0%.
What is the biggest drawdown of DEM?
The largest peak-to-trough decline was −51.9% between May 19, 2008 and March 2, 2009. It recovered to the old high on April 1, 2010, 1.1 years after the bottom.
How volatile is DEM?
Over the past 3 years DEM had an annualized volatility of 9.6% and a Sharpe ratio of 1.43 (excess return over 1–3 month T-bills per unit of risk).