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

ETF | Others |

Last Closing

USD 48.4423

Change

+0.08 (+0.17)%

Market Cap

N/A

Volume

0.04M

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: 2024-08-27 )

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 15.19% 87% B+ 87% B+
Dividend Return 0.68% 21% F 22% F
Total Return 15.87% 87% B+ 87% B+
Trailing 12 Months  
Capital Gain 23.11% 90% A- 89% A-
Dividend Return 1.52% 25% F 25% F
Total Return 24.63% 90% A- 89% A-
Trailing 5 Years  
Capital Gain 60.99% 75% C 75% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 60.99% 75% C 73% C
Average Annual (5 Year Horizon)  
Capital Gain 10.41% 86% B+ 83% B
Dividend Return 11.54% 88% B+ 84% B
Total Return 1.13% 47% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 14.82% 26% F 32% F
Risk Adjusted Return 77.88% 80% B- 80% 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.