Wisdomtree Earnings 500 Etf Performance
| EPS Etf | USD 61.65 0.05 0.08% |
The entity maintains a market beta of 0.77, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Earnings' returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Earnings is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
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Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Earnings 500 are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, WisdomTree Earnings is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors. ...more
| In Threey Sharp Ratio | 0.33 |
WisdomTree |
WisdomTree Earnings Relative Risk vs. Return Landscape
If you would invest 6,057 in WisdomTree Earnings 500 on October 11, 2024 and sell it today you would earn a total of 108.00 from holding WisdomTree Earnings 500 or generate 1.78% return on investment over 90 days. WisdomTree Earnings 500 is generating 0.0313% of daily returns assuming volatility of 0.7601% on return distribution over 90 days investment horizon. In other words, 6% of etfs are less volatile than WisdomTree, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WisdomTree Earnings Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Earnings' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Earnings 500, and traders can use it to determine the average amount a WisdomTree Earnings' 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 = 0.0412
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Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.04 actual daily | 3 97% of assets perform better |
Based on monthly moving average WisdomTree Earnings is performing at about 3% 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 Earnings by adding it to a well-diversified portfolio.
WisdomTree Earnings Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Earnings, and WisdomTree Earnings 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.
| Price To Earning | 16.10 X | |||
| Price To Book | 2.58 X | |||
| Price To Sales | 1.59 X | |||
| Total Asset | 557.78 M | |||
About WisdomTree Earnings Performance
Assessing WisdomTree Earnings' fundamental ratios provides investors with valuable insights into WisdomTree Earnings' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Earnings 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.
At least 95 percent of the funds total assets will be invested 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 is traded on NYSEARCA Exchange in the United States.| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Earnings 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
The market value of WisdomTree Earnings 500 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 Earnings' value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Earnings' 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 Earnings' market value can be influenced by many factors that don't directly affect WisdomTree Earnings' 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 Earnings' value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Earnings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Earnings' 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.