WisdomTree Emerging Markets Quality Dividend… (DGRE) Performance
DGRE total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +21.7% since Dec 31, 2025
- 1 year
- +27.5% total return
- 5 years
- +8.5% a year
- 10 years
- +7.6% a year
- Since first price
- +5.4% a year since 2013
DGRE trailing returns vs SPY, QQQ, AGG
| Period | DGRE total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −8.2% | −8.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.5% | −2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +3.4% | +2.4% | +7.8% | +8.4% | −1.5% |
| YTD | +21.7% | +20.2% | +12.3% | +15.1% | −1.0% |
| 1 year | +27.5% | +25.7% | +14.4% | +15.9% | −1.1% |
| 3 years | +84.5%+22.7%/yr | +74.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +50.4%+8.5%/yr | +33.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +107.9%+7.6%/yr | +62.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionAug 1, 2013 | +100.6%+5.4%/yr | +46.3% | — | — | — |
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: DGRE vs SPY
From Aug 1, 2013: DGRE grew to $20,056, SPY to $55,670.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DGRE returns by calendar year
9 of 12 full years positive. Best 2017 (+32.0%), worst 2022 (−21.9%). 2026 is year to date.
DGRE annual returns table
| Year | DGRE | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +21.7% | −13.7% | +12.3% | +15.1% | −1.0% |
| 2025 | +27.5% | −12.2% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.6% | −11.2% | +24.9% | +25.6% | +1.3% |
| 2023 | +18.5% | −10.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −21.9% | −31.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +2.6% | −10.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +10.8% | −35.9% | +18.3% | +48.6% | +7.5% |
| 2019 | +21.1% | −12.8% | +31.2% | +39.0% | +8.5% |
| 2018 | −16.4% | −25.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +32.0% | −3.9% | +21.7% | +32.7% | +3.6% |
| 2016 | +12.5% | −12.2% | +12.0% | +7.1% | +2.4% |
| 2015 | −19.3% | −26.5% | +1.2% | +9.4% | +0.5% |
| 2014 | +0.1% | −17.2% | +13.5% | +19.2% | +6.0% |
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.
DGRE largest drawdowns
Now 10.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 5, 2014 | −37.1% | Jan 21, 2016 | Sep 11, 2017 | 1.4 years | 3.0 years |
| Jan 26, 2018 | −37.0% | Mar 23, 2020 | Nov 24, 2020 | 2.2 years | 2.8 years |
| Feb 12, 2021 | −35.4% | Oct 24, 2022 | Sep 24, 2024 | 1.7 years | 3.6 years |
| Sep 26, 2024 | −20.7% | Apr 8, 2025 | Jul 3, 2025 | 6 months | 9 months |
| Oct 22, 2013 | −17.5% | Feb 3, 2014 | Jun 9, 2014 | 3 months | 8 months |
| Feb 25, 2026 | −13.7% | Mar 30, 2026 | Apr 17, 2026 | 33 days | 51 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DGRE risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +24.2% | +10.3% | +8.4% | +6.9% |
| Volatility (annualized) | 16.6% | 18.2% | 17.4% | 17.2% |
| Sharpe ratio | 1.13 | 0.43 | 0.42 | 0.37 |
| Sortino ratio | 2.12 | 0.73 | 0.65 | 0.57 |
| Best month | +14.2% | +17.0% | +17.0% | +17.0% |
| Worst month | −9.6% | −10.3% | −17.7% | −17.7% |
| Best 12 months | +55.9% | +55.9% | +58.4% | +58.4% |
| Worst 12 months | −3.7% | −29.3% | −29.3% | −29.3% |
| Positive months | 67% | 52% | 54% | 54% |
| Beta vs S&P 500 | 0.84 | 0.76 | 0.78 | — |
| Correlation with S&P 500 | 0.63 | 0.65 | 0.69 | — |
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.
DGRE rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 147 | −29.3% | +6.0% | +58.4% | 65% |
| 3-year (a year) | 123 | −5.0% | +3.7% | +24.6% | 80% |
| 5-year (a year) | 99 | −3.2% | +3.9% | +12.2% | 86% |
| 10-year (a year) | 39 | +0.7% | +3.4% | +9.7% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
DGRE performance overview
WisdomTree Emerging Markets Quality Dividend… (DGRE) returned +27.5% over the past year and +7.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +5.4% a year, turning $10,000 into about $20,056. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −37.1%, from Sep 5, 2014 to Jan 21, 2016, and it took 1.6 years to get back to the old high. DGRE finished 9 of its 12 full calendar years with a gain; the best year was 2017 (+32.0%) and the worst 2022 (−21.9%). Volatility has been 17.2% a year.
Related: DGRE chart, DGRE holdings, DGRE dividends. See the DGRE overview for the latest quote and fund facts.
DGRE performance FAQ
What is the DGRE return over the past year?
DGRE returned +27.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 25.7%.
What is the average annual return of DGRE?
DGRE has returned +8.5% a year over 5 years, +7.6% a year over 10 years, +5.4% a year since August 1, 2013 (total return, distributions reinvested).
How much would $10,000 invested in DGRE be worth?
$10,000 invested in DGRE at its first recorded close on August 1, 2013 would be worth about $20,056 on October 23, 2026 with distributions reinvested.
What was the worst year for DGRE?
The worst calendar year was 2022, with a total return of −21.9%. The best was 2017 at +32.0%.
What is the biggest drawdown of DGRE?
The largest peak-to-trough decline was −37.1% between September 5, 2014 and January 21, 2016. It recovered to the old high on September 11, 2017, 1.6 years after the bottom.
How volatile is DGRE?
Over the past 3 years DGRE had an annualized volatility of 16.6% and a Sharpe ratio of 1.13 (excess return over 1–3 month T-bills per unit of risk).