WDEP.L has returned 5.2% per year over its full history on a total-return basis with dividends reinvested, turning $10,000 into about $10,877. Its 0.40% fee is deducted from that return. Its price-only return was close to the same, near 5.2%, because it distributes little or nothing to reinvest.
- Total returns assume dividends reinvested at each ex-date
- net of the 0.40% expense ratio
- Total holdings
- 49
- Top 10 weight
- 83.4%
- Sectors
- 3
- Largest position
- 13.13%
- Median mkt cap
- $7.7B
Growth of $10,000
If you had invested $10,000 and reinvested every dividend
Performance & returns
annualized for periods over 1 year
| Period | Price return | Total return | vs S&P 500 |
|---|---|---|---|
| YTD | +1.4% | +1.4% | -10.42% |
| 1 year | -5.8% | -5.8% | -17.70% |
| Since inception | +5.2% | +5.2% | — |
Risk & volatility
2-year
- Max drawdownpeak-to-trough decline-23.4%
- Sharpe ratiovs 3.5% risk-free0.05
Calendar-year total returns
dividends reinvested
Calendar returns are unavailable right now.
WDEP.L return calculator
Total return, reinvestedUses WDEP.L's 5.2% historical annual total return. Past performance does not predict future results.
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Get The Add-in - FreeWDEP.L frequently asked questions
WDEP.L has returned about 5.2% per year over its full history on a total-return basis with dividends reinvested. That figure is after the fund's 0.40% expense ratio, which is deducted from returns.
Over the past year it returned -5.8% a year against the S&P 500 (SPY)'s 11.9%, behind by 17.7 points a year. Compare total returns over several windows rather than treating a single year as the verdict.
$10,000 invested in WDEP.L at launch would be worth about $10,877 today with dividends reinvested, versus roughly $13,757 in the S&P 500 (SPY) over the same period. Your exact result depends on the entry date, but the growth-of-$10,000 chart above shows the full path including drawdowns along the way.
Price return counts only the change in share price; total return adds reinvested dividends. Over its full history WDEP.L's total return of about 5.2% annually is close to its price-only return of roughly 5.2%, because it distributes little or nothing to reinvest. Total return is the number that reflects what an investor actually earned, which is why it is shown as the headline figure on this page.