Wisdomtree 7 10 Year Etf Performance
| USIN Etf | 49.63 0.10 0.20% |
The entity maintains a market beta of -0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree are expected to decrease at a much lower rate. During the bear market, WisdomTree is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree 7 10 Year has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy forward indicators, WisdomTree is not utilizing all of its potentials. The newest stock price disarray, may contribute to short-term losses for the investors. ...more
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WisdomTree |
WisdomTree Relative Risk vs. Return Landscape
If you would invest 5,076 in WisdomTree 7 10 Year on August 29, 2024 and sell it today you would lose (113.00) from holding WisdomTree 7 10 Year or give up 2.23% of portfolio value over 90 days. WisdomTree 7 10 Year is currently does not generate positive expected returns and assumes 0.3856% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% 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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree 7 10 Year, and traders can use it to determine the average amount a WisdomTree'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 = -0.0893
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| Negative Returns | USIN |
Estimated Market Risk
| 0.39 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.09 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree 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 by adding WisdomTree to a well-diversified portfolio.
About WisdomTree Performance
By examining WisdomTree's fundamental ratios, stakeholders can obtain critical insights into WisdomTree'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 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 is entity of United States. It is traded as Etf on NASDAQ exchange.| WisdomTree 7 10 generated a negative expected return over the last 90 days |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in WisdomTree 7 10 Year. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. To learn how to invest in WisdomTree Etf, please use our How to Invest in WisdomTree guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
The market value of WisdomTree 7 10 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's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree'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's market value can be influenced by many factors that don't directly affect WisdomTree'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's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree'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.