WisdomTree Emerging Markets Equity Income UCITS ETF (DEM.L) Total Returns
Growth of £10,000 chart
2021-03-18 to 2026-03-18 to
£
%
%
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| Final Value | Total Return | CAGR | Dividends | Yield on Cost | |
|---|---|---|---|---|---|
| Nominal | £14,636.97 | 46.37% | 7.92% | £3,281.05 | 32.81% |
| Real * | £11,797.76 | 17.98% | 3.36% | £2,838.85 | 28.39% |
* Adjusted to Mar 2021 purchasing power (UK CPI) Taxes: £656.21 · Transaction costs: £5.24 Reinvested dividends with 20% tax, 0.2% cost per reinvestment.
Rolling 1-Year Returns (252 Trading Days)
| Metric | Value |
|---|---|
| Average Rolling Return | +6.67% |
| Median Rolling Return | +7.06% |
| Best Rolling Return | +45.39% |
| Worst Rolling Return | -8.92% |
| % of Windows Positive | 79.9% |
Risk Metrics
| Metric | Value |
|---|---|
| Maximum Drawdown | -24.67% |
| Drawdown Duration | 99 Trading Days (Unrecovered) |
| Sortino Ratio | 0.70 |
| Calmar Ratio | 0.41 |
| CVaR (5%) | -2.38% |
Yearly Returns
| Year | Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.49% (+28.83% ann.) | +£548.51 | £63.14 | £12.62 | £0.10 |
| 2025 | +11.60% | +£1160.48 | £486.95 | £97.39 | £0.77 |
| 2024 | +5.26% | +£525.63 | £775.99 | £155.21 | £1.25 |
| 2023 | +13.08% | +£1307.57 | £754.11 | £150.81 | £1.20 |
| 2022 | -3.94% | £393.83 | £649.71 | £129.95 | £1.05 |
| 2021 | +14.10% | +£1409.61 | £459.86 | £91.97 | £0.73 |
| 2020 | -10.26% | £1025.96 | £415.94 | £83.19 | £0.67 |
| 2019 | +13.74% | +£1373.94 | £479.02 | £95.80 | £0.77 |
| 2018 | -3.01% | £301.02 | £396.69 | £79.34 | £0.64 |
| 2017 | +14.34% | +£1434.41 | £352.40 | £70.48 | £0.56 |
| 2016 | +46.48% | +£4647.98 | £215.31 | £43.07 | £0.34 |
| 2015 | -18.03% | £1802.92 | £363.85 | £72.76 | £0.58 |
| 2014 partial | -39.55% (-98.00% ann.) | £3955.47 | £0.00 | £0.00 | £0.00 |
Market Regime Returns
| Regime | Period | Return | Ann. Return | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Secular stagnation / QE / low inflation / duration bull partial | 2014-11-14 – 2020-02-19 | -10.98% | -2.19% | £1098.04 | £1559.26 | £311.85 | £2.50 |
| Pandemic shock / liquidity crash | 2020-02-20 – 2020-03-23 | -23.79% | -95.50% | £2379.11 | £0.00 | £0.00 | £0.00 |
| Policy bazooka / monetary euphoria | 2020-03-24 – 2020-11-06 | +9.09% | +15.02% | +£908.53 | £168.24 | £33.65 | £0.27 |
| Reopening reflation / fiscal boom / supply bottlenecks | 2020-11-09 – 2021-11-29 | +14.41% | +13.63% | +£1441.30 | £475.95 | £95.19 | £0.76 |
| Inflation shock / duration crash / aggressive tightening | 2021-11-30 – 2022-11-09 | -2.42% | -2.57% | £242.16 | £667.02 | £133.41 | £1.07 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | 2022-11-10 – 2024-09-17 | +18.70% | +9.69% | +£1869.55 | £1391.80 | £278.35 | £2.22 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | 2024-09-18 – 2026-03-18 | +21.35% | +13.82% | +£2135.03 | £800.05 | £160.01 | £1.28 |
Dividend History
| Date | Per Share | Yield % | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|---|---|
| 2021-07-01 | £19.9637 | 1.71% | £177.10 | £35.42 | £0.28 | 0.1235 |
| 2022-01-06 | £40.1687 | 3.32% | £361.31 | £72.26 | £0.58 | 0.2475 |
| 2022-07-07 | £37.3530 | 3.43% | £345.23 | £69.05 | £0.56 | 0.2588 |
| 2023-01-05 | £58.9920 | 5.31% | £560.47 | £112.09 | £0.89 | 0.4231 |
| 2023-07-07 | £22.9033 | 2.20% | £227.29 | £45.45 | £0.36 | 0.1740 |
| 2024-01-05 | £37.4059 | 3.37% | £377.72 | £75.55 | £0.60 | 0.2718 |
| 2024-07-08 | £25.7413 | 2.13% | £266.93 | £53.39 | £0.43 | 0.1748 |
| 2024-10-03 | £25.7923 | 2.15% | £271.97 | £54.40 | £0.44 | 0.1839 |
| 2025-01-06 | £5.4838 | 0.47% | £58.83 | £11.76 | £0.09 | 0.0406 |
| 2025-04-04 | £11.4997 | 1.02% | £123.84 | £24.77 | £0.20 | 0.0903 |
| 2025-07-04 | £17.6800 | 1.47% | £192.00 | £38.40 | £0.30 | 0.1264 |
| 2025-10-03 | £21.0057 | 1.73% | £230.76 | £46.15 | £0.37 | 0.1517 |
| 2026-01-02 | £7.8667 | 0.63% | £87.61 | £17.52 | £0.14 | 0.0561 |
| Total | 13 payments | £3281.05 | £656.21 | £5.24 | 2.3224 |
EMM
Global X Emerging Markets ex-China ETF
CAGR 14.00% Total 45.11% Final $14,511.37
2023-05-15 — 2026-03-18
HMEF.L
HSBC MSCI Emerging Markets UCITS ETF
CAGR 5.36% Total 113.52% Final £21,351.89
2011-09-07 — 2026-03-18
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
CAGR 6.08% Total 93.86% Final $19,385.74
2014-12-29 — 2026-03-18