DEW:NYE-WisdomTree Global High Dividend Fund (USD)

ETF | World Large Stock |

Last Closing

USD 54.9

Change

-0.09 (-0.16)%

Market Cap

N/A

Volume

2.40K

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: 2024-09-18 )

Largest Industry Peers for World Large Stock

Symbol Name Price(Change) Market Cap
CRBN iShares MSCI ACWI Low Carbon T..

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USD 0.97B
WDIV SPDR® S&P Global Dividend ETF

-0.08 (-0.12%)

USD 0.20B
QWLD SPDR® MSCI World StrategicFac..

-0.39 (-0.30%)

USD 0.14B
BLES Inspire Global Hope ETF

-0.08 (-0.20%)

USD 0.11B
TRND Pacer Trendpilot Fund of Funds..

-0.07 (-0.21%)

USD 0.05B
IOO iShares Global 100 ETF

-0.29 (-0.30%)

N/A
URTH iShares MSCI World ETF

-0.41 (-0.27%)

N/A
KLDW Knowledge Leaders Developed Wo..

N/A

N/A
VT Vanguard Total World Stock Ind..

-0.33 (-0.28%)

N/A
DGT SPDR® Global Dow ETF

-0.30 (-0.22%)

N/A

ETFs Containing DEW

N/A

Market Performance

  Market Performance vs. Industry/Classification (World Large Stock) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.48% 36% F 68% D+
Dividend Return 2.19% 90% A- 47% F
Total Return 14.68% 55% F 67% D+
Trailing 12 Months  
Capital Gain 16.17% 18% F 59% D-
Dividend Return 4.64% 100% F 63% D
Total Return 20.81% 36% F 61% D-
Trailing 5 Years  
Capital Gain 17.76% 18% F 56% F
Dividend Return 19.79% 100% F 68% D+
Total Return 37.55% 27% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 4.85% 17% F 56% F
Dividend Return 8.88% 33% F 60% D-
Total Return 4.03% 100% F 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 13.96% 92% A 67% D+
Risk Adjusted Return 63.58% 50% F 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 total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.