WisdomTree Mortgage Three Year Return vs. Five Year Return
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For WisdomTree Mortgage profitability analysis, we use financial ratios and fundamental drivers that measure the ability of WisdomTree Mortgage to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well WisdomTree Mortgage Plus utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between WisdomTree Mortgage's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of WisdomTree Mortgage Plus over time as well as its relative position and ranking within its peers.
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The market value of WisdomTree Mortgage Plus 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 Mortgage's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Mortgage'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 Mortgage's market value can be influenced by many factors that don't directly affect WisdomTree Mortgage'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 Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Mortgage'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.
WisdomTree Mortgage Plus Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Mortgage's current stock value. Our valuation model uses many indicators to compare WisdomTree Mortgage value to that of its competitors to determine the firm's financial worth. WisdomTree Mortgage Plus is currently under evaluation in three year return as compared to similar ETFs. It is rated number one ETF in five year return as compared to similar ETFs . Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Mortgage by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WisdomTree Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
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Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
WisdomTree Five Year Return Comparison
WisdomTree Mortgage is currently under evaluation in five year return as compared to similar ETFs.
WisdomTree Mortgage Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in WisdomTree Mortgage, profitability is also one of the essential criteria for including it into their portfolios because, without profit, WisdomTree Mortgage will eventually generate negative long term returns. The profitability progress is the general direction of WisdomTree Mortgage's change in net profit over the period of time. It can combine multiple indicators of WisdomTree Mortgage, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. Wisdomtree Mortgage is traded on NYSEARCA Exchange in the United States.
WisdomTree Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on WisdomTree Mortgage. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of WisdomTree Mortgage position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the WisdomTree Mortgage's important profitability drivers and their relationship over time.
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Learn to be your own money manager
Our tools can tell you how much better you can do entering a position in WisdomTree Mortgage without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Use Investing Themes to Complement your WisdomTree Mortgage position
In addition to having WisdomTree Mortgage in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Emerging Markets ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 31 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Emerging Markets ETFs Theme or any other thematic opportunities.
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Check out Correlation Analysis. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
To fully project WisdomTree Mortgage's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of WisdomTree Mortgage Plus at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include WisdomTree Mortgage's income statement, its balance sheet, and the statement of cash flows.