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

ETF | Large Value |

Last Closing

USD 79.8

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.16M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-16 )

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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 20.22% 90% A- 76% C+
Dividend Return 1.86% 50% F 35% F
Total Return 22.08% 90% A- 75% C
Trailing 12 Months  
Capital Gain 26.49% 77% C+ 73% C
Dividend Return 2.54% 45% F 36% F
Total Return 29.03% 69% C- 72% C
Trailing 5 Years  
Capital Gain 54.34% 63% D 72% C
Dividend Return 14.41% 48% F 45% F
Total Return 68.75% 62% D 73% C
Average Annual (5 Year Horizon)  
Capital Gain 8.92% 13% F 63% D
Dividend Return 10.95% 13% F 62% D
Total Return 2.03% 48% F 49% F
Risk Return Profile  
Volatility (Standard Deviation) 15.62% 58% F 65% D
Risk Adjusted Return 70.08% 35% F 83% 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.