The entity maintains a market beta of 0.24, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Inflation's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Inflation is expected to be smaller as well.
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Inflation Plus are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable forward indicators, WisdomTree Inflation is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
WisdomTree Inflation Relative Risk vs. Return Landscape
If you would invest 3,162 in WisdomTree Inflation Plus on October 4, 2025 and sell it today you would earn a total of 189.00 from holding WisdomTree Inflation Plus or generate 5.98% return on investment over 90 days. WisdomTree Inflation Plus is currently generating 0.0958% in daily expected returns and assumes 0.6628% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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.
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Given the investment horizon of 90 days WisdomTree Inflation is expected to generate 0.91 times more return on investment than the market. However, the company is 1.09 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 per unit of risk.
WisdomTree Inflation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Inflation's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Inflation Plus, and traders can use it to determine the average amount a WisdomTree Inflation'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 = 0.1446
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Based on monthly moving average WisdomTree Inflation is performing at about 11% 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 Inflation by adding it to a well-diversified portfolio.
About WisdomTree Inflation Performance
Assessing WisdomTree Inflation's fundamental ratios provides investors with valuable insights into WisdomTree Inflation's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Inflation 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 Inflation is entity of United States. It is traded as Etf on NASDAQ exchange.
WisdomTree Inflation 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 Inflation security.