The entity maintains a market beta of 0.0114, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree High's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree High is expected to be smaller as well.
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree High Income are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong primary indicators, WisdomTree High is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
WisdomTree High Relative Risk vs. Return Landscape
If you would invest 2,525 in WisdomTree High Income on September 25, 2025 and sell it today you would earn a total of 21.50 from holding WisdomTree High Income or generate 0.85% return on investment over 90 days. WisdomTree High Income is currently generating 0.0133% in daily expected returns and assumes 0.0843% 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.
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Given the investment horizon of 90 days WisdomTree High is expected to generate 6.5 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.46 times less risky than the market. It trades about 0.16 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 of returns per unit of risk over similar time horizon.
WisdomTree High Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree High's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree High Income, and traders can use it to determine the average amount a WisdomTree High'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 = 0.1576
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Based on monthly moving average WisdomTree High is performing at about 12% 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 High by adding it to a well-diversified portfolio.
About WisdomTree High Performance
Evaluating WisdomTree High's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree High has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree High has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
WisdomTree High is entity of United States. It is traded as Etf on NASDAQ exchange.
WisdomTree High 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 High security.