Wisdomtree Floating Rate Etf Performance
| USFR Etf | USD 50.35 0.01 0.02% |
The entity maintains a market beta of -0.0048, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree Floating are expected to decrease at a much lower rate. During the bear market, WisdomTree Floating is likely to outperform the market.
Risk-Adjusted Performance
Elite
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Floating Rate are ranked lower than 86 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, WisdomTree Floating is not utilizing all of its potentials. The recent stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | WisdomTree Floating Rate Treasury Fund ETF declares 0.1535 dividend | 11/25/2025 |
WisdomTree | Build AI portfolio with WisdomTree Etf |
WisdomTree Floating Relative Risk vs. Return Landscape
If you would invest 4,982 in WisdomTree Floating Rate on November 1, 2025 and sell it today you would earn a total of 51.00 from holding WisdomTree Floating Rate or generate 1.02% return on investment over 90 days. WisdomTree Floating Rate is currently generating 0.017% in daily expected returns and assumes 0.0155% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% 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 |
3 y Volatility 0.22 | 200 Day MA 50.3571 | 1 y Volatility 0.17 | 50 Day MA 50.3586 | Inception Date 2014-02-04 |
WisdomTree Floating Target Price Odds to finish over Current Price
The tendency of WisdomTree Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 50.35 | 90 days | 50.35 | under 4 |
Based on a normal probability distribution, the odds of WisdomTree Floating to move above the current price in 90 days from now is under 4 (This WisdomTree Floating Rate probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days WisdomTree Floating Rate has a beta of -0.0048. This usually implies as returns on the benchmark increase, returns on holding WisdomTree Floating are expected to decrease at a much lower rate. During a bear market, however, WisdomTree Floating Rate is likely to outperform the market. Additionally WisdomTree Floating Rate has an alpha of 0.0081, implying that it can generate a 0.008115 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). WisdomTree Floating Price Density |
| Price |
Predictive Modules for WisdomTree Floating
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree Floating Rate. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.WisdomTree Floating Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree Floating is not an exception. The market had few large corrections towards the WisdomTree Floating's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree Floating Rate, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree Floating within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | -0.0048 | |
σ | Overall volatility | 0.17 | |
Ir | Information ratio | -2.76 |
WisdomTree Floating Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of WisdomTree Floating for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for WisdomTree Floating Rate can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| WisdomTree is showing solid risk-adjusted performance over 90 days | |
| The fund keeps all of the net assets in exotic instruments |
WisdomTree Floating Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Floating, and WisdomTree Floating 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.
| Total Asset | 9.6 B | |||
About WisdomTree Floating Performance
Assessing WisdomTree Floating's fundamental ratios provides investors with valuable insights into WisdomTree Floating's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Floating 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.
The fund invests at least 80 percent of its total assets in the component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree Floating is traded on NYSEARCA Exchange in the United States.| WisdomTree is showing solid risk-adjusted performance over 90 days | |
| The fund keeps all of the net assets in exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in WisdomTree Floating Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Investors evaluate WisdomTree Floating Rate using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree Floating's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree Floating's market price to deviate significantly from intrinsic value.
Please note, there is a significant difference between WisdomTree Floating's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Floating is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Conversely, WisdomTree Floating's market price signifies the transaction level at which participants voluntarily complete trades.