WisdomTree International MidCap Dividend Fund (DIM) Performance
DIM total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +8.6% since Dec 31, 2025
- 1 year
- +13.3% total return
- 5 years
- +8.6% a year
- 10 years
- +8.1% a year
- Since first price
- +6.2% a year since 2006
DIM trailing returns vs SPY, QQQ, AGG
| Period | DIM total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −2.4% | −3.0% | −1.0% | −5.0% | +0.9% |
| 3 months | +0.3% | −0.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +2.0% | −0.6% | +7.8% | +8.4% | −1.5% |
| YTD | +8.6% | +5.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +13.3% | +9.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +77.1%+21.0%/yr | +59.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +51.0%+8.6%/yr | +24.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +118.2%+8.1%/yr | +54.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +206.0%+7.7%/yr | +85.3% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +193.2%+5.5%/yr | +46.6% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2006 | +238.0%+6.2%/yr | +69.0% | — | — | — |
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: DIM vs SPY
From Jun 16, 2006: DIM grew to $33,804, SPY to $88,269.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DIM returns by calendar year
13 of 19 full years positive. Best 2025 (+37.2%), worst 2008 (−41.0%). 2026 is year to date.
DIM annual returns table
| Year | DIM | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +8.6% | −10.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +37.2% | −12.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.5% | −9.5% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.0% | −11.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −14.1% | −29.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +9.6% | −8.4% | +28.7% | +27.4% | −1.8% |
| 2020 | −0.4% | −38.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +19.9% | −10.0% | +31.2% | +39.0% | +8.5% |
| 2018 | −15.3% | −23.3% | −4.6% | −0.1% | +0.1% |
| 2017 | +28.0% | −2.1% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.8% | −12.6% | +12.0% | +7.1% | +2.4% |
| 2015 | +2.5% | −15.6% | +1.2% | +9.4% | +0.5% |
| 2014 | −2.9% | −13.9% | +13.5% | +19.2% | +6.0% |
| 2013 | +21.8% | −9.3% | +32.3% | +36.6% | −2.0% |
| 2012 | +20.7% | −15.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −13.6% | −26.3% | +1.9% | +3.4% | +7.7% |
| 2010 | +11.3% | −20.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +34.0% | −29.0% | +26.4% | +54.7% | +3.0% |
| 2008 | −41.0% | −53.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +7.6% | −14.2% | +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.
DIM largest drawdowns
Now 5.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 31, 2007 | −61.5% | Mar 9, 2009 | Oct 18, 2013 | 1.4 years | 6.0 years |
| Jan 26, 2018 | −40.9% | Mar 23, 2020 | Mar 12, 2021 | 2.2 years | 3.1 years |
| Sep 3, 2021 | −30.7% | Oct 12, 2022 | May 15, 2024 | 1.1 years | 2.7 years |
| May 15, 2015 | −20.6% | Feb 11, 2016 | Mar 16, 2017 | 9 months | 1.8 years |
| Jul 12, 2007 | −14.2% | Aug 16, 2007 | Oct 29, 2007 | 35 days | 4 months |
| Jul 3, 2014 | −13.9% | Oct 16, 2014 | Apr 23, 2015 | 3 months | 10 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
DIM risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +19.5% | +9.3% | +8.0% | +6.0% |
| Volatility (annualized) | 12.2% | 15.5% | 15.6% | 17.7% |
| Sharpe ratio | 1.17 | 0.42 | 0.43 | 0.35 |
| Sortino ratio | 1.96 | 0.62 | 0.61 | 0.48 |
| Best month | +7.5% | +12.7% | +13.1% | +13.1% |
| Worst month | −7.1% | −12.1% | −18.6% | −24.2% |
| Best 12 months | +42.5% | +42.5% | +47.0% | +60.5% |
| Worst 12 months | +3.5% | −26.6% | −26.6% | −50.1% |
| Positive months | 69% | 62% | 64% | 60% |
| Beta vs S&P 500 | 0.50 | 0.70 | 0.79 | — |
| Correlation with S&P 500 | 0.51 | 0.70 | 0.78 | — |
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.
DIM rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 233 | −50.1% | +8.7% | +60.5% | 65% |
| 3-year (a year) | 209 | −13.0% | +5.1% | +22.6% | 82% |
| 5-year (a year) | 185 | −6.9% | +5.2% | +19.6% | 85% |
| 10-year (a year) | 125 | +2.1% | +5.1% | +11.3% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
DIM performance overview
WisdomTree International MidCap Dividend Fund (DIM) returned +13.3% over the past year and +8.1% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +6.2% a year, turning $10,000 into about $33,804. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −61.5%, from Oct 31, 2007 to Mar 9, 2009, and it took 4.6 years to get back to the old high. DIM finished 13 of its 19 full calendar years with a gain; the best year was 2025 (+37.2%) and the worst 2008 (−41.0%). Volatility has been 17.7% a year.
Related: DIM chart, DIM holdings, DIM dividends. See the DIM overview for the latest quote and fund facts.
DIM performance FAQ
What is the DIM return over the past year?
DIM returned +13.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 9.8%.
What is the average annual return of DIM?
DIM has returned +8.6% a year over 5 years, +8.1% a year over 10 years, +6.2% a year since June 16, 2006 (total return, distributions reinvested).
How much would $10,000 invested in DIM be worth?
$10,000 invested in DIM at its first recorded close on June 16, 2006 would be worth about $33,804 on October 23, 2026 with distributions reinvested.
What was the worst year for DIM?
The worst calendar year was 2008, with a total return of −41.0%. The best was 2025 at +37.2%.
What is the biggest drawdown of DIM?
The largest peak-to-trough decline was −61.5% between October 31, 2007 and March 9, 2009. It recovered to the old high on October 18, 2013, 4.6 years after the bottom.
How volatile is DIM?
Over the past 3 years DIM had an annualized volatility of 12.2% and a Sharpe ratio of 1.17 (excess return over 1–3 month T-bills per unit of risk).