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

ETF | World Large Stock |

Last Closing

USD 55.55

Change

+0.36 (+0.65)%

Market Cap

N/A

Volume

1.50K

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: 2024-09-23 )

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 1.00B
WDIV SPDR® S&P Global Dividend ETF

-0.08 (-0.12%)

USD 0.21B
QWLD SPDR® MSCI World StrategicFac..

+0.44 (+0.34%)

USD 0.14B
BLES Inspire Global Hope ETF

+0.28 (+0.71%)

USD 0.11B
TRND Pacer Trendpilot Fund of Funds..

+0.04 (+0.11%)

USD 0.05B
IOO iShares Global 100 ETF

+0.14 (+0.14%)

N/A
URTH iShares MSCI World ETF

+0.47 (+0.30%)

N/A
KLDW Knowledge Leaders Developed Wo..

N/A

N/A
VT Vanguard Total World Stock Ind..

+0.38 (+0.32%)

N/A
DGT SPDR® Global Dow ETF

+0.27 (+0.20%)

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 13.82% 36% F 68% D+
Dividend Return 2.19% 90% A- 45% F
Total Return 16.01% 36% F 68% D+
Trailing 12 Months  
Capital Gain 21.24% 27% F 64% D
Dividend Return 3.49% 91% A- 50% F
Total Return 24.73% 36% F 63% D
Trailing 5 Years  
Capital Gain 21.02% 18% F 57% F
Dividend Return 18.99% 100% F 66% D+
Total Return 40.01% 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.