Wisdomtree Interest Rate Etf Performance
| AGZD Etf | USD 22.40 0.02 0.09% |
The entity maintains a market beta of -0.0385, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree Interest are expected to decrease at a much lower rate. During the bear market, WisdomTree Interest is likely to outperform the market.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Interest Rate are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, WisdomTree Interest is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
| In Threey Sharp Ratio | 0.28 |
WisdomTree |
WisdomTree Interest Relative Risk vs. Return Landscape
If you would invest 2,198 in WisdomTree Interest Rate on August 31, 2024 and sell it today you would earn a total of 42.00 from holding WisdomTree Interest Rate or generate 1.91% return on investment over 90 days. WisdomTree Interest Rate is currently generating 0.0304% in daily expected returns and assumes 0.2723% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WisdomTree Interest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Interest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Interest Rate, and traders can use it to determine the average amount a WisdomTree Interest's 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 = 0.1117
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| Negative Returns | AGZD |
Estimated Market Risk
| 0.27 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average WisdomTree Interest is performing at about 8% 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 Interest by adding it to a well-diversified portfolio.
WisdomTree Interest Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Interest, and WisdomTree Interest 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.
| Total Asset | 345.98 M | |||
About WisdomTree Interest Performance
By analyzing WisdomTree Interest's fundamental ratios, stakeholders can gain valuable insights into WisdomTree Interest's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Interest has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Interest has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The index is designed to provide long exposure to the Bloomberg U.S. Wisdomtree Int is traded on NASDAQ Exchange in the United States.| The fund holds about 5.86% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Interest Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
The market value of WisdomTree Interest Rate is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Interest's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Interest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Interest's market value can be influenced by many factors that don't directly affect WisdomTree Interest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Interest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.