Wisdomtree Siegel Global Fund Manager Performance Evaluation
| EQTYX Fund | 12.08 0.08 0.67% |
The entity maintains a market beta of 0.3, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wisdomtree Siegel's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wisdomtree Siegel is expected to be smaller as well.
Risk-Adjusted Performance
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Wisdomtree Siegel Global are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wisdomtree Siegel is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWisdomtree |
Wisdomtree Siegel Relative Risk vs. Return Landscape
If you would invest 1,190 in Wisdomtree Siegel Global on August 31, 2024 and sell it today you would earn a total of 10.00 from holding Wisdomtree Siegel Global or generate 0.84% return on investment over 90 days. Wisdomtree Siegel Global is currently producing 0.0304% returns and takes up 0.5688% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Wisdomtree, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wisdomtree Siegel Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wisdomtree Siegel's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wisdomtree Siegel Global, and traders can use it to determine the average amount a Wisdomtree Siegel'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 = 0.0535
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| Negative Returns | EQTYX |
Estimated Market Risk
| 0.57 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 4 96% of assets perform better |
Based on monthly moving average Wisdomtree Siegel is performing at about 4% 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 Siegel by adding it to a well-diversified portfolio.
Things to note about Wisdomtree Siegel Global performance evaluation
Checking the ongoing alerts about Wisdomtree Siegel for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wisdomtree Siegel Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Wisdomtree Siegel's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Wisdomtree Siegel's mutual fund performance include:- Analyzing Wisdomtree Siegel's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wisdomtree Siegel's stock is overvalued or undervalued compared to its peers.
- Examining Wisdomtree Siegel's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wisdomtree Siegel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wisdomtree Siegel's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wisdomtree Siegel's mutual fund. These opinions can provide insight into Wisdomtree Siegel's potential for growth and whether the stock is currently undervalued or overvalued.
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| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |