Wisdomtree Managed Futures Etf Five Year Return
| WTMF Etf | USD 35.66 0.07 0.20% |
WisdomTree Managed Futures fundamentals help investors to digest information that contributes to WisdomTree Managed's 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 Managed's 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 Managed etf.
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WisdomTree Managed Futures ETF Five Year Return Analysis
WisdomTree Managed's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current WisdomTree Managed Five Year Return | 4.80 % |
Most of WisdomTree Managed's fundamental indicators, such as Five 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 Managed Futures is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, WisdomTree Managed Futures has a Five Year Return of 4.8%. This is 58.42% higher than that of the WisdomTree family and significantly higher than that of the Systematic Trend category. The five year return for all United States etfs is notably lower than that of the firm.
WisdomTree Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses WisdomTree Managed's direct or indirect competition against its Five 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 Managed could also be used in its relative valuation, which is a method of valuing WisdomTree Managed by comparing valuation metrics of similar companies.WisdomTree Managed is currently under evaluation in five year return as compared to similar ETFs.
Fund Asset Allocation for WisdomTree Managed
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in stocks.Asset allocation divides WisdomTree Managed's 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
| Number Of Employees | 163 | |||
| Beta | 0.18 | |||
| Total Asset | 139.35 M | |||
| One Year Return | 6.50 % | |||
| Three Year Return | 3.40 % | |||
| Five Year Return | 4.80 % | |||
| Ten Year Return | 1.10 % | |||
| Net Asset | 139.35 M | |||
| Last Dividend Paid | 5.21 | |||
| Equity Positions Weight | 22.21 % |
About WisdomTree Managed Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze WisdomTree Managed Futures's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WisdomTree Managed using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WisdomTree Managed Futures 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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When determining whether WisdomTree Managed is a strong investment it is important to analyze WisdomTree Managed's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Managed's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:Check out WisdomTree Managed Piotroski F Score and WisdomTree Managed Altman Z Score analysis. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of WisdomTree Managed 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 Managed's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Managed'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 Managed's market value can be influenced by many factors that don't directly affect WisdomTree Managed'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 Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Managed'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.