CEW:NYE-WisdomTree Emerging Currency Strategy Fund (USD)

ETF | Multicurrency |

Last Closing

USD 18.74

Change

+0.12 (+0.64)%

Market Cap

USD 7.44M

Volume

600.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investments whose combined performance is tied economically to selected emerging market countries. It generally will maintain a weighted average portfolio maturity of 90 days or less with respect to the money market securities in its portfolio. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Multicurrency

Symbol Name Price(Change) Market Cap
UUP Invesco DB US Dollar Index Bul..

-0.16 (-0.57%)

USD 0.32B
USDU WisdomTree Bloomberg U.S. Doll..

-0.08 (-0.30%)

USD 0.21B
UDN Invesco DB US Dollar Index Bea..

+0.10 (+0.53%)

USD 0.06B

ETFs Containing CEW

N/A

Market Performance

  Market Performance vs. Industry/Classification (Multicurrency) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.05% 75% C 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.05% 75% C 27% F
Trailing 12 Months  
Capital Gain 7.83% 100% F 34% F
Dividend Return 2.07% 25% F 31% F
Total Return 9.90% 100% F 30% F
Trailing 5 Years  
Capital Gain 2.24% 75% C 45% F
Dividend Return 5.27% 25% F 16% F
Total Return 7.50% 75% C 34% F
Average Annual (5 Year Horizon)  
Capital Gain 0.37% 75% C 39% F
Dividend Return 1.23% 50% F 32% F
Total Return 0.86% 25% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 6.10% 100% F 88% B+
Risk Adjusted Return 20.14% 50% F 39% F
Market Capitalization 7.44M 25% F 6% D-

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:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.