Wisdomtree Efficient Gold Etf Performance
| GDE Etf | USD 41.50 0.87 2.05% |
The entity maintains a market beta of 0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Efficient's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Efficient 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 Efficient Gold are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather inconsistent fundamental indicators, WisdomTree Efficient may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
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WisdomTree Efficient Relative Risk vs. Return Landscape
If you would invest 3,753 in WisdomTree Efficient Gold on November 20, 2024 and sell it today you would earn a total of 397.00 from holding WisdomTree Efficient Gold or generate 10.58% return on investment over 90 days. WisdomTree Efficient Gold is generating 0.179% of daily returns assuming volatility of 1.3061% on return distribution over 90 days investment horizon. In other words, 11% of etfs are less volatile than WisdomTree, and above 97% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
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WisdomTree Efficient Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Efficient's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Efficient Gold, and traders can use it to determine the average amount a WisdomTree Efficient'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 = 0.1371
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Estimated Market Risk
| 1.31 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average WisdomTree Efficient is performing at about 10% 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 Efficient by adding it to a well-diversified portfolio.
WisdomTree Efficient Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Efficient, and WisdomTree Efficient 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 | 2.79 M | |||
About WisdomTree Efficient Performance
By analyzing WisdomTree Efficient's fundamental ratios, stakeholders can gain valuable insights into WisdomTree Efficient's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Efficient 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 Efficient has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund seeks to invest, either directly or through a wholly-owned subsidiary, in a portfolio comprised of U.S. Wisdomtree Efficient is traded on BATS Exchange in the United States.| The fund retains 90.93% of its assets under management (AUM) in equities |
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree Efficient Gold. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
The market value of WisdomTree Efficient Gold 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 Efficient's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Efficient'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 Efficient's market value can be influenced by many factors that don't directly affect WisdomTree Efficient'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 Efficient's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Efficient is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Efficient'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.