WisdomTree U.S. LargeCap Dividend Fund (DLN) Performance
DLN total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.8% since Dec 31, 2025
- 1 year
- +16.7% total return
- 5 years
- +12.2% a year
- 10 years
- +12.9% a year
- Since first price
- +9.8% a year since 2006
DLN trailing returns vs SPY, QQQ, AGG
| Period | DLN total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.3% | −1.0% | −5.0% | +0.9% |
| 3 months | +2.5% | +2.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.5% | +6.5% | +7.8% | +8.4% | −1.5% |
| YTD | +14.8% | +13.3% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.7% | +14.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +76.3%+20.8%/yr | +65.8% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +77.6%+12.2%/yr | +58.8% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +236.6%+12.9%/yr | +163.5% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +517.0%+12.9%/yr | +321.2% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +500.1%+9.4%/yr | +254.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2006 | +573.1%+9.8%/yr | +295.7% | — | — | — |
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: DLN vs SPY
From Jun 16, 2006: DLN grew to $67,313, SPY to $88,269.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DLN returns by calendar year
15 of 19 full years positive. Best 2019 (+28.9%), worst 2008 (−35.1%). 2026 is year to date.
DLN annual returns table
| Year | DLN | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.8% | −6.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +15.5% | −13.7% | +17.7% | +20.8% | +7.2% |
| 2024 | +19.7% | −5.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.0% | −9.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −3.8% | −16.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +25.6% | −5.2% | +28.7% | +27.4% | −1.8% |
| 2020 | +4.6% | −35.8% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.9% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −5.8% | −16.8% | −4.6% | −0.1% | +0.1% |
| 2017 | +18.2% | −2.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +15.5% | −7.5% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.4% | −13.1% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.2% | −6.5% | +13.5% | +19.2% | +6.0% |
| 2013 | +27.3% | −5.4% | +32.3% | +36.6% | −2.0% |
| 2012 | +12.7% | −7.2% | +16.0% | +18.1% | +3.8% |
| 2011 | +9.5% | −14.9% | +1.9% | +3.4% | +7.7% |
| 2010 | +15.0% | −12.6% | +15.1% | +19.9% | +6.4% |
| 2009 | +17.4% | −31.7% | +26.4% | +54.7% | +3.0% |
| 2008 | −35.1% | −45.8% | −36.8% | −41.7% | +7.9% |
| 2007 | +2.4% | −10.6% | +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.
DLN largest drawdowns
Now 1.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −57.8% | Mar 9, 2009 | Aug 16, 2012 | 1.4 years | 4.9 years |
| Feb 12, 2020 | −35.8% | Mar 23, 2020 | Dec 2, 2020 | 40 days | 10 months |
| Sep 21, 2018 | −16.8% | Dec 24, 2018 | Apr 1, 2019 | 3 months | 6 months |
| Apr 20, 2022 | −16.3% | Sep 30, 2022 | Jul 19, 2023 | 5 months | 1.2 years |
| Feb 19, 2025 | −13.7% | Apr 8, 2025 | Jun 27, 2025 | 48 days | 4 months |
| May 21, 2015 | −13.1% | Aug 25, 2015 | Apr 1, 2016 | 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.
DLN risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +18.9% | +12.8% | +12.4% | +9.6% |
| Volatility (annualized) | 10.1% | 13.2% | 14.0% | 14.2% |
| Sharpe ratio | 1.35 | 0.71 | 0.75 | 0.63 |
| Sortino ratio | 2.27 | 1.13 | 1.14 | 0.91 |
| Best month | +6.7% | +10.9% | +11.5% | +11.5% |
| Worst month | −5.0% | −8.2% | −13.8% | −15.1% |
| Best 12 months | +33.6% | +33.6% | +45.6% | +52.5% |
| Worst 12 months | +9.8% | −5.0% | −11.6% | −46.5% |
| Positive months | 72% | 63% | 69% | 66% |
| Beta vs S&P 500 | 0.68 | 0.75 | 0.85 | — |
| Correlation with S&P 500 | 0.83 | 0.89 | 0.93 | — |
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.
DLN rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 233 | −46.5% | +13.1% | +52.5% | 83% |
| 3-year (a year) | 209 | −11.4% | +11.4% | +27.2% | 90% |
| 5-year (a year) | 185 | −1.4% | +11.8% | +22.8% | 96% |
| 10-year (a year) | 125 | +6.0% | +11.4% | +16.2% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
DLN performance overview
WisdomTree U.S. LargeCap Dividend Fund (DLN) returned +16.7% over the past year and +12.9% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +9.8% a year, turning $10,000 into about $67,313. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −57.8%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.4 years to get back to the old high. DLN finished 15 of its 19 full calendar years with a gain; the best year was 2019 (+28.9%) and the worst 2008 (−35.1%). Volatility has been 14.2% a year.
Related: DLN chart, DLN holdings, DLN dividends, DLN valuation. See the DLN overview for the latest quote and fund facts.
DLN performance FAQ
What is the DLN return over the past year?
DLN returned +16.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.6%.
What is the average annual return of DLN?
DLN has returned +12.2% a year over 5 years, +12.9% a year over 10 years, +9.8% a year since June 16, 2006 (total return, distributions reinvested).
How much would $10,000 invested in DLN be worth?
$10,000 invested in DLN at its first recorded close on June 16, 2006 would be worth about $67,313 on October 23, 2026 with distributions reinvested.
What was the worst year for DLN?
The worst calendar year was 2008, with a total return of −35.1%. The best was 2019 at +28.9%.
What is the biggest drawdown of DLN?
The largest peak-to-trough decline was −57.8% between October 9, 2007 and March 9, 2009. It recovered to the old high on August 16, 2012, 3.4 years after the bottom.
How volatile is DLN?
Over the past 3 years DLN had an annualized volatility of 10.1% and a Sharpe ratio of 1.35 (excess return over 1–3 month T-bills per unit of risk).