DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 78.03

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.14M

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 )

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.55% 92% A 77% C+
Dividend Return 1.46% 62% D 34% F
Total Return 19.01% 92% A 75% C
Trailing 12 Months  
Capital Gain 25.33% 61% D- 71% C-
Dividend Return 2.55% 66% D+ 38% F
Total Return 27.88% 73% C 71% C-
Trailing 5 Years  
Capital Gain 57.26% 65% D 74% C
Dividend Return 12.29% 58% F 45% F
Total Return 69.55% 63% D 75% C
Average Annual (5 Year Horizon)  
Capital Gain 9.46% 31% F 67% D+
Dividend Return 11.58% 29% F 66% D+
Total Return 2.12% 59% D- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 13.53% 90% A- 68% D+
Risk Adjusted Return 85.59% 75% C 93% A
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.

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:
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.