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

ETF | Multicurrency |

Last Closing

USD 17.96

Change

-0.02 (-0.11)%

Market Cap

USD 7.30M

Volume

1.10K

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: 2024-11-14 )

Largest Industry Peers for Multicurrency

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

+0.12 (+0.40%)

USD 0.31B
USDU WisdomTree Bloomberg U.S. Doll..

+0.06 (+0.21%)

USD 0.19B
UDN Invesco DB US Dollar Index Bea..

-0.07 (-0.39%)

USD 0.07B

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 -0.28% 50% F 28% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.28% 50% F 21% F
Trailing 12 Months  
Capital Gain 0.11% 50% F 19% F
Dividend Return 2.01% 25% F 28% F
Total Return 2.12% 50% F 18% F
Trailing 5 Years  
Capital Gain -3.23% 50% F 41% F
Dividend Return 5.20% 25% F 13% F
Total Return 1.97% 50% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 0.76% 75% C 37% F
Dividend Return 1.57% 50% F 31% F
Total Return 0.81% 25% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 6.11% 100% F 89% A-
Risk Adjusted Return 25.77% 50% F 42% F
Market Capitalization 7.30M 25% F 5% 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:
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.