Wisdomtree Floating Rate Etf Performance
| USFR Etf | USD 50.45 0.02 0.04% |
The entity maintains a market beta of -0.0035, 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
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Floating Rate are ranked lower than 96 (%) 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 | USFR ETF Outflow Alert - Nasdaq | 12/20/2024 |
2 | Noteworthy ETF Inflows USFR - Nasdaq | 01/21/2025 |
| In Threey Sharp Ratio | -0.46 |
WisdomTree |
WisdomTree Floating Relative Risk vs. Return Landscape
If you would invest 4,984 in WisdomTree Floating Rate on November 18, 2024 and sell it today you would earn a total of 61.00 from holding WisdomTree Floating Rate or generate 1.22% return on investment over 90 days. WisdomTree Floating Rate is currently generating 0.0199% in daily expected returns and assumes 0.0163% 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 |
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WisdomTree Floating Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Floating's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Floating Rate, and traders can use it to determine the average amount a WisdomTree Floating'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 = 1.2249
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Based on monthly moving average WisdomTree Floating is performing at about 96% 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 Floating by adding it to a well-diversified portfolio.
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 | |
| Latest headline from news.google.com: Noteworthy ETF Inflows USFR - Nasdaq | |
| 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 census. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of WisdomTree Floating Rate 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 Floating's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Floating'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 Floating's market value can be influenced by many factors that don't directly affect WisdomTree Floating'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 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. However, WisdomTree Floating'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.