Wisdomtree Japan Smallcap Etf Performance
| DFJ Etf | USD 75.93 0.21 0.28% |
The entity maintains a market beta of 0.36, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Japan's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Japan is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree Japan SmallCap has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively steady technical and fundamental indicators, WisdomTree Japan is not utilizing all of its potentials. The latest stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
1 | 6 ETFs You Can Use To Trade Attractively Valued Japanese Stocks - MSN | 11/07/2024 |
| In Threey Sharp Ratio | 0.03 |
WisdomTree |
WisdomTree Japan Relative Risk vs. Return Landscape
If you would invest 7,936 in WisdomTree Japan SmallCap on August 30, 2024 and sell it today you would lose (343.00) from holding WisdomTree Japan SmallCap or give up 4.32% of portfolio value over 90 days. WisdomTree Japan SmallCap is generating negative expected returns assuming volatility of 0.886% on return distribution over 90 days investment horizon. In other words, 7% 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 Japan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Japan's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Japan SmallCap, and traders can use it to determine the average amount a WisdomTree Japan'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 = -0.0735
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| Negative Returns | DFJ |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.07 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Japan 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 Japan by adding WisdomTree Japan to a well-diversified portfolio.
WisdomTree Japan Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Japan, and WisdomTree Japan 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 | 13.73 X | |||
| Price To Book | 0.89 X | |||
| Price To Sales | 0.49 X | |||
| Total Asset | 147.81 M | |||
About WisdomTree Japan Performance
By evaluating WisdomTree Japan's fundamental ratios, stakeholders can gain valuable insights into WisdomTree Japan's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if WisdomTree Japan 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 Japan 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, 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 Japan is traded on NYSEARCA Exchange in the United States.| WisdomTree Japan generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: 6 ETFs You Can Use To Trade Attractively Valued Japanese Stocks - MSN | |
| 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 Japan SmallCap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.
The market value of WisdomTree Japan SmallCap 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 Japan's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Japan'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 Japan's market value can be influenced by many factors that don't directly affect WisdomTree Japan'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 Japan's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Japan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Japan'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.