HYZD:NSD-WisdomTree Interest Rate Hedged High Yield Bond Fund (USD)

ETF | Nontraditional Bond |

Last Closing

USD 22.23

Change

-0.01 (-0.04)%

Market Cap

USD 0.15B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The index is designed to provide long exposure to the performance of selected issuers in the U.S. non-investment-grade corporate bond (junk bonds) market that are deemed to have favorable fundamental and income characteristics while seeking to manage interest rate risk through the use of short positions in U.S. treasury securities. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-10-30 )

Largest Industry Peers for Nontraditional Bond

Symbol Name Price(Change) Market Cap
AGZD WisdomTree Interest Rate Hedge..

-0.03 (-0.13%)

USD 0.16B

ETFs Containing HYZD

WBAL 0.00 % 0.03 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Nontraditional Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.82% 100% F 47% F
Dividend Return -36.20% 50% F 30% F
Total Return -33.38% 100% F 24% F
Trailing 12 Months  
Capital Gain 6.41% 100% F 43% F
Dividend Return -36.23% 50% F 32% F
Total Return -29.82% 100% F 22% F
Trailing 5 Years  
Capital Gain -3.35% 100% F 48% F
Dividend Return -18.37% 50% F 40% F
Total Return -21.71% 100% F 37% F
Average Annual (5 Year Horizon)  
Capital Gain 0.83% 100% F 42% F
Dividend Return 4.98% 100% F 51% F
Total Return 4.15% 100% F 79% B-
Risk Return Profile  
Volatility (Standard Deviation) 6.68% 100% F 92% A
Risk Adjusted Return 74.51% 100% F 89% A-
Market Capitalization 0.15B 50% F 44% F

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.

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:
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.