Wisdomtree Interest Rate Etf Performance
| AGZD Etf | USD 22.29 0.05 0.22% |
The entity maintains a market beta of -0.0236, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning WisdomTree Interest are expected to decrease at a much lower rate. During the bear market, WisdomTree Interest is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Interest Rate are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound basic indicators, WisdomTree Interest is not utilizing all of its potentials. The latest stock price tumult, may contribute to shorter-term losses for the shareholders. ...more
1 | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Raises Dividend to 0.07 Per Share - MarketBeat | 03/22/2024 |
2 | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Short Interest Update - Defense World | 04/26/2024 |
3 | WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Sees Significant Decrease in Short ... - Defense World | 05/29/2024 |
| In Threey Sharp Ratio | 0.34 |
WisdomTree |
WisdomTree Interest Relative Risk vs. Return Landscape
If you would invest 2,180 in WisdomTree Interest Rate on March 9, 2024 and sell it today you would earn a total of 49.00 from holding WisdomTree Interest Rate or generate 2.25% return on investment over 90 days. WisdomTree Interest Rate is currently generating 0.0355% in daily expected returns and assumes 0.2165% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% 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 |
| Risk |
WisdomTree Interest Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Interest's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Interest Rate, and traders can use it to determine the average amount a WisdomTree Interest'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 = 0.1641
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| Negative Returns | AGZD |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average WisdomTree Interest is performing at about 12% 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 Interest by adding it to a well-diversified portfolio.
WisdomTree Interest Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Interest, and WisdomTree Interest 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 | 345.98 M | |||
About WisdomTree Interest Performance
To evaluate WisdomTree Interest Rate Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when WisdomTree Interest generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WisdomTree Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand WisdomTree Interest Rate market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WisdomTree's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The index is designed to provide long exposure to the Bloomberg U.S. Wisdomtree Int is traded on NASDAQ Exchange in the United States.| Latest headline from news.google.com: WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund Sees Significant Decrease in Short ... - Defense World | |
| The fund holds about 5.86% of its assets under management (AUM) in fixed income securities |
Additional Information and Resources on Investing in WisdomTree Etf
When determining whether WisdomTree Interest Rate is a strong investment it is important to analyze WisdomTree Interest's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact WisdomTree Interest's future performance. For an informed investment choice regarding WisdomTree Etf, refer to the following important reports:Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in WisdomTree Interest Rate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
The market value of WisdomTree Interest Rate 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 Interest's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Interest'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 Interest's market value can be influenced by many factors that don't directly affect WisdomTree Interest'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 Interest's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Interest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Interest'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.