WisdomTree Global High Dividend Fund (DEW) Performance
DEW total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +19.4% since Dec 31, 2025
- 1 year
- +23.1% total return
- 5 years
- +12.5% a year
- 10 years
- +9.7% a year
- Since first price
- +6.1% a year since 2006
DEW trailing returns vs SPY, QQQ, AGG
| Period | DEW total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.9% | +2.2% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.3% | +0.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.2% | +6.1% | +7.8% | +8.4% | −1.5% |
| YTD | +19.4% | +16.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +23.1% | +19.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +83.5%+22.4%/yr | +63.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +80.4%+12.5%/yr | +47.7% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +153.1%+9.7%/yr | +71.2% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +225.6%+8.2%/yr | +79.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +191.4%+5.5%/yr | +25.7% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2006 | +230.9%+6.1%/yr | +42.8% | — | — | — |
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: DEW vs SPY
From Jun 16, 2006: DEW grew to $33,088, SPY to $88,269.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DEW returns by calendar year
12 of 19 full years positive. Best 2009 (+29.3%), worst 2008 (−43.4%). 2026 is year to date.
DEW annual returns table
| Year | DEW | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +19.4% | −6.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +22.4% | −11.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +11.6% | −6.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +9.4% | −9.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −2.7% | −18.9% | −18.2% | −32.6% | −13.0% |
| 2021 | +21.3% | −5.6% | +28.7% | +27.4% | −1.8% |
| 2020 | −7.3% | −38.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +20.5% | −6.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −10.6% | −18.1% | −4.6% | −0.1% | +0.1% |
| 2017 | +15.4% | −2.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +14.4% | −8.4% | +12.0% | +7.1% | +2.4% |
| 2015 | −6.7% | −18.4% | +1.2% | +9.4% | +0.5% |
| 2014 | −3.8% | −13.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +15.1% | −10.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +14.6% | −13.3% | +16.0% | +18.1% | +3.8% |
| 2011 | −2.4% | −23.5% | +1.9% | +3.4% | +7.7% |
| 2010 | +5.8% | −18.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +29.3% | −35.2% | +26.4% | +54.7% | +3.0% |
| 2008 | −43.4% | −55.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +8.3% | −12.9% | +5.1% | +19.0% | +6.6% |
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.
DEW largest drawdowns
Now 1.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −65.5% | Mar 9, 2009 | Apr 25, 2017 | 1.4 years | 9.5 years |
| Jan 17, 2020 | −38.8% | Mar 23, 2020 | Mar 12, 2021 | 2 months | 1.1 years |
| Apr 20, 2022 | −18.9% | Oct 12, 2022 | Dec 14, 2023 | 6 months | 1.7 years |
| Jan 26, 2018 | −18.1% | Dec 24, 2018 | Nov 4, 2019 | 11 months | 1.8 years |
| Jul 13, 2007 | −12.9% | Aug 16, 2007 | Oct 29, 2007 | 34 days | 4 months |
| Apr 2, 2025 | −11.8% | Apr 8, 2025 | May 15, 2025 | 6 days | 43 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DEW risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +19.4% | +12.4% | +9.1% | +5.7% |
| Volatility (annualized) | 10.9% | 13.4% | 14.4% | 16.8% |
| Sharpe ratio | 1.30 | 0.68 | 0.52 | 0.34 |
| Sortino ratio | 2.42 | 1.10 | 0.76 | 0.47 |
| Best month | +6.8% | +9.5% | +13.2% | +13.2% |
| Worst month | −5.0% | −8.4% | −18.3% | −23.4% |
| Best 12 months | +30.1% | +30.1% | +43.1% | +61.0% |
| Worst 12 months | +11.6% | −8.5% | −22.8% | −51.9% |
| Positive months | 69% | 62% | 63% | 59% |
| Beta vs S&P 500 | 0.43 | 0.59 | 0.75 | — |
| Correlation with S&P 500 | 0.49 | 0.69 | 0.80 | — |
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.
DEW rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 233 | −51.9% | +8.4% | +61.0% | 68% |
| 3-year (a year) | 209 | −14.7% | +6.2% | +23.1% | 80% |
| 5-year (a year) | 185 | −6.5% | +5.5% | +17.9% | 87% |
| 10-year (a year) | 125 | +0.5% | +4.9% | +10.5% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
DEW performance overview
WisdomTree Global High Dividend Fund (DEW) returned +23.1% over the past year and +9.7% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +6.1% a year, turning $10,000 into about $33,088. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −65.5%, from Oct 31, 2007 to Mar 9, 2009, and it took 8.1 years to get back to the old high. DEW finished 12 of its 19 full calendar years with a gain; the best year was 2009 (+29.3%) and the worst 2008 (−43.4%). Volatility has been 16.8% a year.
Related: DEW chart, DEW holdings, DEW dividends. See the DEW overview for the latest quote and fund facts.
DEW performance FAQ
What is the DEW return over the past year?
DEW returned +23.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 19.1%.
What is the average annual return of DEW?
DEW has returned +12.5% a year over 5 years, +9.7% a year over 10 years, +6.1% a year since June 16, 2006 (total return, distributions reinvested).
How much would $10,000 invested in DEW be worth?
$10,000 invested in DEW at its first recorded close on June 16, 2006 would be worth about $33,088 on October 23, 2026 with distributions reinvested.
What was the worst year for DEW?
The worst calendar year was 2008, with a total return of −43.4%. The best was 2009 at +29.3%.
What is the biggest drawdown of DEW?
The largest peak-to-trough decline was −65.5% between October 31, 2007 and March 9, 2009. It recovered to the old high on April 25, 2017, 8.1 years after the bottom.
How volatile is DEW?
Over the past 3 years DEW had an annualized volatility of 10.9% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).