Wisdomtree Yield Enhanced Etf Performance
| AGGY Etf | USD 43.63 0.20 0.46% |
The entity maintains a market beta of -0.0103, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree Yield are expected to decrease at a much lower rate. During the bear market, WisdomTree Yield is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree Yield Enhanced has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, WisdomTree Yield is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | 2 Bonds ETFs Right for the Times - ETF Trends | 10/10/2024 |
| In Threey Sharp Ratio | -0.71 |
WisdomTree |
WisdomTree Yield Relative Risk vs. Return Landscape
If you would invest 4,467 in WisdomTree Yield Enhanced on September 14, 2024 and sell it today you would lose (104.00) from holding WisdomTree Yield Enhanced or give up 2.33% of portfolio value over 90 days. WisdomTree Yield Enhanced is currently does not generate positive expected returns and assumes 0.3346% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 Yield Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Yield's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Yield Enhanced, and traders can use it to determine the average amount a WisdomTree Yield'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 = -0.1101
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| Negative Returns | AGGY |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Yield 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 Yield by adding WisdomTree Yield to a well-diversified portfolio.
WisdomTree Yield Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Yield, and WisdomTree Yield 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 | 878.12 M | |||
About WisdomTree Yield Performance
Evaluating WisdomTree Yield's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree Yield 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 Yield 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.
Under normal circumstances, the fund will invest at least 80 percent of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree Yield is traded on NYSEARCA Exchange in the United States.| WisdomTree Yield generated a negative expected return over the last 90 days | |
| WisdomTree Yield Enhanced created five year return of 0.0% | |
| This fund holds about 6.11% of its assets under management (AUM) in fixed income securities |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Yield Enhanced. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Commodity Directory module to find actively traded commodities issued by global exchanges.
The market value of WisdomTree Yield Enhanced 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 Yield's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Yield'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 Yield's market value can be influenced by many factors that don't directly affect WisdomTree Yield'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 Yield's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Yield is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Yield'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.