Wisdomtree Largecap Dividend Etf Performance
| DLN Etf | USD 81.88 0.29 0.36% |
The entity maintains a market beta of 0.72, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree LargeCap's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree LargeCap is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree LargeCap Dividend are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of very unsteady essential indicators, WisdomTree LargeCap may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | DLN A Solid Dividend ETF For Unpredictable Market - Seeking Alpha | 10/17/2024 |
| In Threey Sharp Ratio | 0.46 |
WisdomTree |
WisdomTree LargeCap Relative Risk vs. Return Landscape
If you would invest 7,652 in WisdomTree LargeCap Dividend on August 29, 2024 and sell it today you would earn a total of 536.00 from holding WisdomTree LargeCap Dividend or generate 7.0% return on investment over 90 days. WisdomTree LargeCap Dividend is generating 0.1093% of daily returns assuming volatility of 0.6098% on return distribution over 90 days investment horizon. In other words, 5% of etfs are less volatile than WisdomTree, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WisdomTree LargeCap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree LargeCap's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree LargeCap Dividend, and traders can use it to determine the average amount a WisdomTree LargeCap'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 = 0.1793
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| Cash | DLN | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.61 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average WisdomTree LargeCap is performing at about 14% 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 LargeCap by adding it to a well-diversified portfolio.
WisdomTree LargeCap Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree LargeCap, and WisdomTree LargeCap 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.
| Return On Equity | 7.0E-4 | |||
| Return On Asset | 5.3 | |||
| Profit Margin | 0 % | |||
| Operating Margin | 517.23 % | |||
| Shares Outstanding | 110.32 M | |||
| Price To Earning | 18.37 X | |||
| Price To Book | 2.72 X | |||
| Price To Sales | 1.80 X | |||
| Revenue | 148.6 M | |||
| EBITDA | 788.7 M | |||
| Cash And Equivalents | 16.71 M | |||
| Cash Per Share | 0.68 X | |||
| Debt To Equity | 0.23 % | |||
| Cash Flow From Operations | 76 M | |||
| Earnings Per Share | 6.67 X | |||
| Total Asset | 3.26 B | |||
| Current Asset | 69.7 M | |||
| Current Liabilities | 126.4 M | |||
About WisdomTree LargeCap Performance
By examining WisdomTree LargeCap's fundamental ratios, stakeholders can obtain critical insights into WisdomTree LargeCap's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that WisdomTree LargeCap is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree is traded on NYSEARCA Exchange in the United States.| The company has a current ratio of 0.54, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist WisdomTree LargeCap until it has trouble settling it off, either with new capital or with free cash flow. So, WisdomTree LargeCap's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like WisdomTree LargeCap sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for WisdomTree to invest in growth at high rates of return. When we think about WisdomTree LargeCap's use of debt, we should always consider it together with cash and equity. | |
| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree LargeCap Dividend. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of WisdomTree LargeCap 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 LargeCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree LargeCap'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 LargeCap's market value can be influenced by many factors that don't directly affect WisdomTree LargeCap'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 LargeCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree LargeCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree LargeCap'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.