DHS:NYE-WisdomTree U.S. High Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 96.07

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-20 )

ETFs Containing DHS

WBAL 0.00 % 0.03 %

N/A

N/A

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 16.90% 46% F 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 16.90% 46% F 71% C-
Trailing 12 Months  
Capital Gain 25.99% 19% F 61% D-
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.99% 23% F 63% D
Trailing 5 Years  
Capital Gain 28.30% 23% F 65% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 28.30% 23% F 65% D
Average Annual (5 Year Horizon)  
Capital Gain 6.81% 8% B- 60% D-
Dividend Return 10.16% 10% F 62% D
Total Return 3.35% 90% A- 65% D
Risk Return Profile  
Volatility (Standard Deviation) 13.11% 96% N/A 70% C-
Risk Adjusted Return 77.55% 48% F 88% 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.