DON:NYE-WisdomTree U.S. MidCap Dividend Fund (USD)

ETF | Mid-Cap Value |

Last Closing

USD 53.03

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.10M

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: 2024-11-17 )

ETFs Containing DON

WIZ 0.00 % 0.00 %

N/A

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Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 16.06% 64% D 69% C-
Dividend Return 1.96% 85% B 36% F
Total Return 18.02% 71% C- 68% D+
Trailing 12 Months  
Capital Gain 26.41% 75% C 73% C
Dividend Return 2.82% 88% B+ 38% F
Total Return 29.24% 88% B+ 73% C
Trailing 5 Years  
Capital Gain 42.02% 31% F 67% D+
Dividend Return 14.08% 88% B+ 44% F
Total Return 56.10% 44% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.15% 38% F 66% D+
Dividend Return 12.37% 38% F 66% D+
Total Return 2.22% 94% A 52% F
Risk Return Profile  
Volatility (Standard Deviation) 24.51% 63% D 45% F
Risk Adjusted Return 50.48% 44% 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:
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.

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.