WisdomTree U.S. Total Dividend Fund (DTD) Performance
DTD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +14.6% since Dec 31, 2025
- 1 year
- +16.4% total return
- 5 years
- +11.7% a year
- 10 years
- +12.4% a year
- Since first price
- +9.7% a year since 2006
DTD trailing returns vs SPY, QQQ, AGG
| Period | DTD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +1.6% | +1.4% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.4% | +3.2% | +1.9% | −0.4% |
| 6 months | +7.0% | +6.0% | +7.8% | +8.4% | −1.5% |
| YTD | +14.6% | +13.0% | +12.3% | +15.1% | −1.0% |
| 1 year | +16.4% | +14.1% | +14.4% | +15.9% | −1.1% |
| 3 years | +74.1%+20.3%/yr | +63.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +73.9%+11.7%/yr | +55.0% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +221.0%+12.4%/yr | +150.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +496.2%+12.6%/yr | +304.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +489.1%+9.3%/yr | +242.7% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJun 16, 2006 | +557.1%+9.7%/yr | +280.7% | — | — | — |
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: DTD vs SPY
From Jun 16, 2006: DTD grew to $65,713, SPY to $88,269.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
DTD returns by calendar year
15 of 19 full years positive. Best 2019 (+28.2%), worst 2008 (−34.8%). 2026 is year to date.
DTD annual returns table
| Year | DTD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +14.6% | −6.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +14.3% | −14.1% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.6% | −6.3% | +24.9% | +25.6% | +1.3% |
| 2023 | +10.6% | −9.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −3.8% | −16.1% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.3% | −5.0% | +28.7% | +27.4% | −1.8% |
| 2020 | +2.4% | −37.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +28.2% | −6.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −6.5% | −17.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +17.4% | −2.4% | +21.7% | +32.7% | +3.6% |
| 2016 | +16.6% | −7.7% | +12.0% | +7.1% | +2.4% |
| 2015 | −1.5% | −12.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +14.3% | −6.3% | +13.5% | +19.2% | +6.0% |
| 2013 | +28.1% | −6.0% | +32.3% | +36.6% | −2.0% |
| 2012 | +13.1% | −7.5% | +16.0% | +18.1% | +3.8% |
| 2011 | +8.4% | −15.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +16.3% | −13.1% | +15.1% | +19.9% | +6.4% |
| 2009 | +19.6% | −32.4% | +26.4% | +54.7% | +3.0% |
| 2008 | −34.8% | −45.9% | −36.8% | −41.7% | +7.9% |
| 2007 | +1.2% | −11.1% | +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.
DTD largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 9, 2007 | −58.2% | Mar 9, 2009 | Jul 27, 2012 | 1.4 years | 4.8 years |
| Feb 12, 2020 | −37.3% | Mar 23, 2020 | Dec 17, 2020 | 40 days | 10 months |
| Sep 21, 2018 | −17.6% | Dec 24, 2018 | Apr 5, 2019 | 3 months | 6 months |
| Apr 20, 2022 | −16.1% | Sep 30, 2022 | Jul 19, 2023 | 5 months | 1.2 years |
| Nov 29, 2024 | −14.4% | Apr 8, 2025 | Jun 30, 2025 | 4 months | 7 months |
| May 18, 2015 | −12.7% | Aug 25, 2015 | Mar 29, 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.
DTD risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2006 |
|---|---|---|---|---|
| Annualized return | +18.3% | +12.3% | +11.9% | +9.5% |
| Volatility (annualized) | 10.6% | 13.5% | 14.4% | 14.7% |
| Sharpe ratio | 1.24 | 0.66 | 0.69 | 0.60 |
| Sortino ratio | 2.09 | 1.06 | 1.04 | 0.87 |
| Best month | +6.8% | +11.1% | +11.6% | +11.6% |
| Worst month | −5.6% | −8.3% | −15.9% | −16.7% |
| Best 12 months | +33.5% | +33.5% | +48.4% | +56.0% |
| Worst 12 months | +8.0% | −5.2% | −14.8% | −46.4% |
| Positive months | 72% | 63% | 68% | 66% |
| Beta vs S&P 500 | 0.69 | 0.76 | 0.87 | — |
| Correlation with S&P 500 | 0.81 | 0.88 | 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.
DTD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 233 | −46.4% | +12.4% | +56.0% | 82% |
| 3-year (a year) | 209 | −10.8% | +11.2% | +28.2% | 90% |
| 5-year (a year) | 185 | −1.2% | +11.4% | +23.6% | 97% |
| 10-year (a year) | 125 | +6.2% | +11.1% | +16.5% | 100% |
Every holding period starting at a month-end since 2006. Returns for 3 years and longer are annualized.
DTD performance overview
WisdomTree U.S. Total Dividend Fund (DTD) returned +16.4% over the past year and +12.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2006 it has returned +9.7% a year, turning $10,000 into about $65,713. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −58.2%, from Oct 9, 2007 to Mar 9, 2009, and it took 3.4 years to get back to the old high. DTD finished 15 of its 19 full calendar years with a gain; the best year was 2019 (+28.2%) and the worst 2008 (−34.8%). Volatility has been 14.7% a year.
Related: DTD chart, DTD holdings, DTD dividends, DTD valuation. See the DTD overview for the latest quote and fund facts.
DTD performance FAQ
What is the DTD return over the past year?
DTD returned +16.4% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 14.1%.
What is the average annual return of DTD?
DTD has returned +11.7% a year over 5 years, +12.4% a year over 10 years, +9.7% a year since June 16, 2006 (total return, distributions reinvested).
How much would $10,000 invested in DTD be worth?
$10,000 invested in DTD at its first recorded close on June 16, 2006 would be worth about $65,713 on October 23, 2026 with distributions reinvested.
What was the worst year for DTD?
The worst calendar year was 2008, with a total return of −34.8%. The best was 2019 at +28.2%.
What is the biggest drawdown of DTD?
The largest peak-to-trough decline was −58.2% between October 9, 2007 and March 9, 2009. It recovered to the old high on July 27, 2012, 3.4 years after the bottom.
How volatile is DTD?
Over the past 3 years DTD had an annualized volatility of 10.6% and a Sharpe ratio of 1.24 (excess return over 1–3 month T-bills per unit of risk).