Analysis for WisdomTree U.S. Quality Dividend Growth Fund
Analysis summary
WisdomTree U.S. Quality Dividend Growth Fund (DGRW) currently has a total score of 66 points, placing it in the strong range. The score is made up of Performance (61), Stability (84) and Trend (51). The profile is clearly uneven: Stability stands out while Trend is more neutral.
Performance scores 61 points (strong). Key strength: 10Y return at 229.6 %. Main drag: 1Y return at 10.1 %. This suggests stronger long-term than short-term performance.
Stability scores 84 points (very strong). Best-ranked metric: max drawdown (5Y) at -18.6 %. Main drag: Sortino ratio (90d) at 1.17. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 51 points (neutral). Key strength: trend strength at 0.80. Weaker signal: Price is about 3.0 % above SMA100.
Overall, the profile has a clear strength in Stability, while Trend is the main limiter. On a metric level, max drawdown (5Y) stands out, while SMA100 distance is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Stability
FAQ
- What investor type does WisdomTree U.S. Quality Dividend Growth Fund fit best in FoxScore?
- WisdomTree U.S. Quality Dividend Growth Fund fits a more defensive investor type in FoxScore: stability is the strongest part of the profile. That points to comparatively smaller drawdowns and calmer swings versus the universe — but prices can still fall.
- How meaningful is the available history for WisdomTree U.S. Quality Dividend Growth Fund?
- WisdomTree U.S. Quality Dividend Growth Fund currently has about 12.7 years of price history since it started trading. That’s a solid base to interpret returns, drawdowns and trend behavior since launch — earlier market crises happened before the asset existed and are therefore not part of its history.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.