WisdomTree Trust (Mexico) Performance
| DXJ Etf | MXN 2,203 37.00 1.65% |
The entity maintains a market beta of -0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning WisdomTree Trust are expected to decrease at a much lower rate. During the bear market, WisdomTree Trust is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days WisdomTree Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong forward-looking indicators, WisdomTree Trust is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
WisdomTree |
WisdomTree Trust Relative Risk vs. Return Landscape
If you would invest 225,570 in WisdomTree Trust on November 28, 2024 and sell it today you would lose (5,270) from holding WisdomTree Trust or give up 2.34% of portfolio value over 90 days. WisdomTree Trust is producing return of less than zero assuming 0.674% volatility of returns over the 90 days investment horizon. Simply put, 6% of all etfs have less volatile historical return distribution than WisdomTree Trust, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WisdomTree Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Trust , and traders can use it to determine the average amount a WisdomTree Trust'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 = -0.0654
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DXJ |
Estimated Market Risk
| 0.67 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Trust 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 Trust by adding WisdomTree Trust to a well-diversified portfolio.
About WisdomTree Trust Performance
Evaluating WisdomTree Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree Trust has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree Trust has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| WisdomTree Trust generated a negative expected return over the last 90 days |
Additional Information and Resources on Investing in WisdomTree Etf
When determining whether WisdomTree Trust is a strong investment it is important to analyze WisdomTree Trust'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 Trust's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Please note, there is a significant difference between WisdomTree Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust'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.