Wisdomtree Siegel Longevity Fund Manager Performance Evaluation
| LNGVX Fund | 11.22 0.00 0.00% |
The entity maintains a market beta of -0.0515, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Wisdomtree Siegel are expected to decrease at a much lower rate. During the bear market, Wisdomtree Siegel is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wisdomtree Siegel Longevity has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Wisdomtree Siegel is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors.
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Wisdomtree Siegel Relative Risk vs. Return Landscape
If you would invest (100.00) in Wisdomtree Siegel Longevity on November 28, 2024 and sell it today you would earn a total of 100.00 from holding Wisdomtree Siegel Longevity or generate -100.0% return on investment over 90 days. Wisdomtree Siegel Longevity is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Wisdomtree, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wisdomtree Siegel Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wisdomtree Siegel's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wisdomtree Siegel Longevity, and traders can use it to determine the average amount a Wisdomtree Siegel'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 = 0.0
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| LNGVX |
Based on monthly moving average Wisdomtree Siegel 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 Siegel by adding Wisdomtree Siegel to a well-diversified portfolio.
Things to note about Wisdomtree Siegel performance evaluation
Checking the ongoing alerts about Wisdomtree Siegel for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wisdomtree Siegel help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wisdomtree Siegel is not yet fully synchronised with the market data |
- Analyzing Wisdomtree Siegel's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wisdomtree Siegel's stock is overvalued or undervalued compared to its peers.
- Examining Wisdomtree Siegel's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wisdomtree Siegel's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wisdomtree Siegel's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wisdomtree Siegel's mutual fund. These opinions can provide insight into Wisdomtree Siegel's potential for growth and whether the stock is currently undervalued or overvalued.
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