Wisdomtree Earnings 500 Etf Three Year Return
| EPS Etf | USD 62.86 0.31 0.50% |
WisdomTree Earnings 500 fundamentals help investors to digest information that contributes to WisdomTree Earnings' financial success or failures. It also enables traders to predict the movement of WisdomTree Etf. The fundamental analysis module provides a way to measure WisdomTree Earnings' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WisdomTree Earnings etf.
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WisdomTree Earnings 500 ETF Three Year Return Analysis
WisdomTree Earnings' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current WisdomTree Earnings Three Year Return | 10.30 % |
Most of WisdomTree Earnings' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WisdomTree Earnings 500 is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, WisdomTree Earnings 500 has a Three Year Return of 10.3%. This is 66.4% higher than that of the WisdomTree family and significantly higher than that of the Large Blend category. The three year return for all United States etfs is notably lower than that of the firm.
WisdomTree Three Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WisdomTree Earnings' direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of WisdomTree Earnings could also be used in its relative valuation, which is a method of valuing WisdomTree Earnings by comparing valuation metrics of similar companies.WisdomTree Earnings is currently under evaluation in three year return as compared to similar ETFs.
Fund Asset Allocation for WisdomTree Earnings
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides WisdomTree Earnings' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
WisdomTree Fundamentals
| Price To Earning | 16.10 X | |||
| Price To Book | 2.58 X | |||
| Price To Sales | 1.59 X | |||
| Beta | 0.95 | |||
| Total Asset | 557.78 M | |||
| One Year Return | 33.00 % | |||
| Three Year Return | 10.30 % | |||
| Five Year Return | 14.20 % | |||
| Ten Year Return | 12.10 % | |||
| Net Asset | 557.78 M | |||
| Last Dividend Paid | 0.19 | |||
| Equity Positions Weight | 100.00 % |
About WisdomTree Earnings Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze WisdomTree Earnings 500's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WisdomTree Earnings using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WisdomTree Earnings 500 based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Check out WisdomTree Earnings Piotroski F Score and WisdomTree Earnings Altman Z Score analysis. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
The market value of WisdomTree Earnings 500 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 Earnings' value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Earnings' 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 Earnings' market value can be influenced by many factors that don't directly affect WisdomTree Earnings' 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 Earnings' value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Earnings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Earnings' 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.