Wisdomtree Smallcap Earnings Etf Performance
| EES Etf | USD 58.13 0.01 0.02% |
The entity maintains a market beta of 1.61, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, WisdomTree SmallCap will likely underperform.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree SmallCap Earnings are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively unfluctuating technical and fundamental indicators, WisdomTree SmallCap may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | WisdomTree U.S. SmallCap Fund declares quarterly distribution of 0.1800 | 09/25/2024 |
| In Threey Sharp Ratio | 0.06 |
WisdomTree |
WisdomTree SmallCap Relative Risk vs. Return Landscape
If you would invest 5,235 in WisdomTree SmallCap Earnings on August 30, 2024 and sell it today you would earn a total of 578.00 from holding WisdomTree SmallCap Earnings or generate 11.04% return on investment over 90 days. WisdomTree SmallCap Earnings is generating 0.1771% of daily returns assuming volatility of 1.4882% on return distribution over 90 days investment horizon. In other words, 13% of etfs are less volatile than WisdomTree, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WisdomTree SmallCap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree SmallCap's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree SmallCap Earnings, and traders can use it to determine the average amount a WisdomTree SmallCap'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 = 0.119
| Best Portfolio | Best Equity | |||
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| Small Returns | EES | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.49 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average WisdomTree SmallCap is performing at about 9% 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 SmallCap by adding it to a well-diversified portfolio.
WisdomTree SmallCap Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree SmallCap, and WisdomTree SmallCap 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.
| Price To Earning | 15.68 X | |||
| Price To Book | 1.66 X | |||
| Price To Sales | 0.71 X | |||
| Total Asset | 540.31 M | |||
About WisdomTree SmallCap Performance
Assessing WisdomTree SmallCap's fundamental ratios provides investors with valuable insights into WisdomTree SmallCap's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree SmallCap 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.
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 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 SmallCap Earnings. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in income. You can also try the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of WisdomTree SmallCap 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 SmallCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree SmallCap'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 SmallCap's market value can be influenced by many factors that don't directly affect WisdomTree SmallCap'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 SmallCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree SmallCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree SmallCap'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.