Wisdomtree Trust Etf Performance
| WTV Etf | USD 86.58 0.42 0.49% |
The entity maintains a market beta of 0.42, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Trust's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Trust is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Trust are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, WisdomTree Trust may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
1 | Cyclical Strength Could Boost This ETF in 2025 - ETF Trends | 12/20/2024 |
| In Threey Sharp Ratio | 0.44 |
WisdomTree |
WisdomTree Trust Relative Risk vs. Return Landscape
If you would invest 8,153 in WisdomTree Trust on October 21, 2024 and sell it today you would earn a total of 505.00 from holding WisdomTree Trust or generate 6.19% return on investment over 90 days. WisdomTree Trust is generating 0.1012% of daily returns assuming volatility of 0.9268% on return distribution over 90 days investment horizon. In other words, 8% of etfs are less volatile than WisdomTree, and above 98% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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WisdomTree Trust Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Trust's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Trust , and traders can use it to determine the average amount a WisdomTree Trust'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 = 0.1092
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Estimated Market Risk
| 0.93 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average WisdomTree Trust is performing at about 8% 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 Trust by adding it to a well-diversified portfolio.
WisdomTree Trust Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Trust, and WisdomTree Trust 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 | 100.49 M | |||
About WisdomTree Trust Performance
Evaluating WisdomTree Trust's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree Trust 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 Trust 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.
The fund, an exchange traded fund, is actively managed using a model-based approach. Wisdomtree is traded on NYSEARCA Exchange in the United States.| The fund keeps all of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree Trust . Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
The market value of WisdomTree Trust 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 Trust's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Trust'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 Trust's market value can be influenced by many factors that don't directly affect WisdomTree Trust'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 Trust's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Trust is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Trust'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.