Wisdomtree Smallcap Quality Etf Performance
| QSML Etf | 22.47 0.00 0.00% |
The entity maintains a market beta of -0.0944, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree SmallCap are expected to decrease at a much lower rate. During the bear market, WisdomTree SmallCap is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days WisdomTree SmallCap Quality has generated negative risk-adjusted returns adding no value to investors with long positions. Despite uncertain performance in the last few months, the Etf's primary indicators remain quite persistent which may send shares a bit higher in May 2025. The latest mess may also be a sign of long-standing up-swing for the ETF venture institutional investors. ...more
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WisdomTree SmallCap Relative Risk vs. Return Landscape
If you would invest 2,821 in WisdomTree SmallCap Quality on January 17, 2025 and sell it today you would lose (574.40) from holding WisdomTree SmallCap Quality or give up 20.36% of portfolio value over 90 days. WisdomTree SmallCap Quality is currently does not generate positive expected returns and assumes 2.0534% risk (volatility on return distribution) over the 90 days horizon. In different words, 18% of etfs are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. 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 Quality, 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 = -0.1685
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QSML |
Estimated Market Risk
| 2.05 actual daily | 18 82% of assets are more volatile |
Expected Return
| -0.35 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.17 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree SmallCap 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 SmallCap by adding WisdomTree SmallCap to a well-diversified portfolio.
About WisdomTree SmallCap Performance
By examining WisdomTree SmallCap's fundamental ratios, stakeholders can obtain critical insights into WisdomTree SmallCap'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 SmallCap 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.
| WisdomTree SmallCap generated a negative expected return over the last 90 days |
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in WisdomTree SmallCap Quality. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
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.