DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 78.2

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.09M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-03 )

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UKRE:LSE iShares MSCI Target UK Re.. 2.48 % 0.00 %

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WBAL 0.00 % 0.03 %

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IUKP:LSE iShares UK Property UCITS 0.00 % 0.00 %

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USD 0.60B
PFV 0.00 % 0.00 %

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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 -41.10% 20% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -41.10% 20% F 13% F
Trailing 12 Months  
Capital Gain -36.82% 19% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -36.82% 19% F 13% F
Trailing 5 Years  
Capital Gain -23.37% 19% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -23.37% 19% F 30% F
Average Annual (5 Year Horizon)  
Capital Gain 9.07% 17% F 65% D
Dividend Return 11.11% 13% F 64% D
Total Return 2.04% 48% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 15.15% 62% D 64% D
Risk Adjusted Return 73.31% 37% F 86% 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:

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.

Below median total returns

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