WisdomTree Physical (Netherlands) Performance
| PHPT Etf | 81.41 79.19 49.31% |
The entity maintains a market beta of 2.98, 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 Physical will likely underperform.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Physical Platinum are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, WisdomTree Physical unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
WisdomTree |
WisdomTree Physical Relative Risk vs. Return Landscape
If you would invest 8,141 in WisdomTree Physical Platinum on September 30, 2025 and sell it today you would earn a total of 0.00 from holding WisdomTree Physical Platinum or generate 0.0% return on investment over 90 days. WisdomTree Physical Platinum is generating 1.3857% of daily returns and assumes 18.2436% volatility on return distribution over the 90 days horizon. Simply put, majority of traded equity instruments are less risky than WisdomTree on the basis of their historical return distribution, and most equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
WisdomTree Physical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Physical's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Physical Platinum, and traders can use it to determine the average amount a WisdomTree Physical'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 = 0.076
| Best Portfolio | Best Equity | |||
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| Average Returns | PHPT | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 18.24 actual daily | 96 96% of assets are less volatile |
Expected Return
| 1.39 actual daily | 28 72% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average WisdomTree Physical is performing at about 6% 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 Physical by adding it to a well-diversified portfolio.
About WisdomTree Physical Performance
Assessing WisdomTree Physical's fundamental ratios provides investors with valuable insights into WisdomTree Physical's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Physical 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 Physical is way too risky over 90 days horizon | |
| WisdomTree Physical appears to be risky and price may revert if volatility continues |
Other Information on Investing in WisdomTree Etf
WisdomTree Physical 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 Physical security.