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

ETF | World Large Stock |

Last Closing

USD 55.31

Change

+0.41 (+0.75)%

Market Cap

N/A

Volume

4.80K

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: 2024-09-19 )

Largest Industry Peers for World Large Stock

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WDIV SPDR® S&P Global Dividend ETF

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QWLD SPDR® MSCI World StrategicFac..

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BLES Inspire Global Hope ETF

+0.56 (+1.44%)

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TRND Pacer Trendpilot Fund of Funds..

+0.44 (+1.33%)

USD 0.05B
IOO iShares Global 100 ETF

+1.79 (+1.86%)

N/A
URTH iShares MSCI World ETF

+2.65 (+1.73%)

N/A
KLDW Knowledge Leaders Developed Wo..

N/A

N/A
VT Vanguard Total World Stock Ind..

+2.07 (+1.77%)

N/A
DGT SPDR® Global Dow ETF

+1.80 (+1.34%)

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 13.32% 36% F 66% D+
Dividend Return 2.19% 90% A- 47% F
Total Return 15.52% 36% F 66% D+
Trailing 12 Months  
Capital Gain 18.72% 18% F 59% D-
Dividend Return 4.71% 100% F 63% D
Total Return 23.43% 27% F 61% D-
Trailing 5 Years  
Capital Gain 18.64% 18% F 56% F
Dividend Return 19.79% 100% F 68% D+
Total Return 38.43% 27% F 57% 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.