WisdomTree Treasuries (UK) Performance
| 3TYS Etf | 8,336 35.50 0.42% |
The entity maintains a market beta of -0.2, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree Treasuries are expected to decrease at a much lower rate. During the bear market, WisdomTree Treasuries is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Treasuries 10Y are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, WisdomTree Treasuries may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
| In Threey Sharp Ratio | 0.74 |
WisdomTree |
WisdomTree Treasuries Relative Risk vs. Return Landscape
If you would invest 743,900 in WisdomTree Treasuries 10Y on August 31, 2024 and sell it today you would earn a total of 89,650 from holding WisdomTree Treasuries 10Y or generate 12.05% return on investment over 90 days. WisdomTree Treasuries 10Y is generating 0.1818% of daily returns and assumes 1.1575% volatility on return distribution over the 90 days horizon. Simply put, 10% of etfs are less volatile than WisdomTree, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WisdomTree Treasuries Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Treasuries' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Treasuries 10Y, and traders can use it to determine the average amount a WisdomTree Treasuries' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1571
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average WisdomTree Treasuries is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree Treasuries by adding it to a well-diversified portfolio.
WisdomTree Treasuries Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Treasuries, and WisdomTree Treasuries fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.
About WisdomTree Treasuries Performance
Assessing WisdomTree Treasuries' fundamental ratios provides investors with valuable insights into WisdomTree Treasuries' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Treasuries is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
WisdomTree Treasuries is entity of United Kingdom. It is traded as Etf on LSE exchange.