WisdomTree (UK) Performance
| 3ULS Etf | 1,337 45.00 3.26% |
The entity maintains a market beta of -0.76, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning WisdomTree are expected to decrease at a much lower rate. During the bear market, WisdomTree is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree SP 500 has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Etf's basic indicators remain stable and the newest uproar on Wall Street may also be a sign of mid-term gains for the exchange-traded fund private investors. ...more
WisdomTree |
WisdomTree Relative Risk vs. Return Landscape
If you would invest 149,825 in WisdomTree SP 500 on August 24, 2024 and sell it today you would lose (16,125) from holding WisdomTree SP 500 or give up 10.76% of portfolio value over 90 days. WisdomTree SP 500 is generating negative expected returns and assumes 2.4633% volatility on return distribution over the 90 days horizon. Simply put, 21% of etfs are less volatile than WisdomTree, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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WisdomTree Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree SP 500, and traders can use it to determine the average amount a WisdomTree'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 = -0.06
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | 3ULS |
Estimated Market Risk
| 2.46 actual daily | 21 79% of assets are more volatile |
Expected Return
| -0.15 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree is not performing at its full potential. However, 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 by adding WisdomTree to a well-diversified portfolio.
WisdomTree Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree, and WisdomTree 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 Performance
Assessing WisdomTree's fundamental ratios provides investors with valuable insights into WisdomTree's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree 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 SP 500 generated a negative expected return over the last 90 days |
Other Information on Investing in WisdomTree Etf
WisdomTree financial ratios help investors to determine whether WisdomTree Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WisdomTree with respect to the benefits of owning WisdomTree security.