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

ETF | World Large Stock |

Last Closing

USD 55.1906

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.31K

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: 2024-09-21 )

ETFs Containing DEW

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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 13.08% 36% F 67% D+
Dividend Return 2.19% 90% A- 46% F
Total Return 15.27% 36% F 66% D+
Trailing 12 Months  
Capital Gain 18.67% 18% F 60% D-
Dividend Return 4.72% 100% F 63% D
Total Return 23.39% 36% F 61% D-
Trailing 5 Years  
Capital Gain 18.43% 18% F 56% F
Dividend Return 19.80% 100% F 68% D+
Total Return 38.23% 27% F 58% F
Average Annual (5 Year Horizon)  
Capital Gain 5.00% 15% F 56% F
Dividend Return 9.04% 31% F 60% D-
Total Return 4.04% 100% F 72% C
Risk Return Profile  
Volatility (Standard Deviation) 13.91% 92% A 67% D+
Risk Adjusted Return 64.98% 46% F 81% 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.