AGGY:NYE-WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 43.54

Change

-0.04 (-0.09)%

Market Cap

USD 0.93B

Volume

0.07M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its total asset in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is designed to broadly capture the U.S. investment grade, fixed income securities market while seeking to enhance yield within desired risk parameters and constraints. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

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BIV Vanguard Intermediate-Term Bon..

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N/A
AGG iShares Core U.S. Aggregate Bo..

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GBF iShares Government/Credit Bond..

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NUAG NuShares Enhanced Yield US Agg..

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ETFs Containing AGGY

WBAL 0.00 % 0.03 %

N/A

N/A
GLBY 0.00 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -1.09% 27% F 29% F
Dividend Return -22.80% 50% F 60% D-
Total Return -23.89% 18% F 24% F
Trailing 12 Months  
Capital Gain 5.76% 55% F 32% F
Dividend Return -23.55% 50% F 62% D
Total Return -17.79% 18% F 22% F
Trailing 5 Years  
Capital Gain -16.84% 18% F 33% F
Dividend Return -11.40% 50% F 72% C
Total Return -28.25% 18% F 31% F
Average Annual (5 Year Horizon)  
Capital Gain -4.68% 18% F 14% F
Dividend Return -2.47% 18% F 13% F
Total Return 2.21% 64% D 50% F
Risk Return Profile  
Volatility (Standard Deviation) 6.98% 18% F 86% B+
Risk Adjusted Return -35.42% 45% F 8% B-
Market Capitalization 0.93B 57% F 56% 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:

There is nothing we particularly like

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.