EZM:NYE-WisdomTree U.S. MidCap Earnings Fund (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 64.58

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.02M

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 )

ETFs Containing EZM

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Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.53% 11% F 62% D
Dividend Return 1.26% 71% C- 24% F
Total Return 13.79% 11% F 58% F
Trailing 12 Months  
Capital Gain 24.86% 26% F 70% C-
Dividend Return 1.84% 68% D+ 26% F
Total Return 26.70% 21% F 68% D+
Trailing 5 Years  
Capital Gain 56.98% 37% F 73% C
Dividend Return 9.05% 47% F 25% F
Total Return 66.02% 42% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.35% 84% B 73% C
Dividend Return 14.81% 84% B 71% C-
Total Return 1.45% 95% A 36% F
Risk Return Profile  
Volatility (Standard Deviation) 29.40% 11% F 37% F
Risk Adjusted Return 50.36% 32% F 67% D+
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:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

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.