USMF:BATS-WisdomTree U.S. Multifactor Fund (USD)

ETF | Others |

Last Closing

USD 47.167

Change

+0.25 (+0.53)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-30 )

Largest Industry Peers for Others

ETFs Containing USMF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.16% 86% B+ 85% B
Dividend Return 0.68% 22% F 22% F
Total Return 12.84% 86% B+ 85% B
Trailing 12 Months  
Capital Gain 18.99% 92% A 91% A-
Dividend Return 1.51% 27% F 26% F
Total Return 20.50% 93% A 91% A-
Trailing 5 Years  
Capital Gain 55.46% 74% C 74% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 55.46% 74% C 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.18% 87% B+ 83% B
Dividend Return 11.29% 88% B+ 84% B
Total Return 1.11% 47% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.78% 26% F 32% F
Risk Adjusted Return 76.39% 81% B- 82% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.