ducovest

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

ETF | Multicurrency |

Last Closing

USD 17.95

Change

0.00 (0.00)%

Market Cap

USD 7.20M

Volume

100.00

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.

Company Website : http://www.wisdomtree.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-25 )

Largest Industry Peers for Multicurrency

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

N/A

 USD 0.42B
USDU WisdomTree Bloomberg U.S. Doll..

N/A

 USD 0.20B
UDN Invesco DB US Dollar Index Bea..

N/A

 USD 0.05B

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 -0.33% 50% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.33% 50% F 25% F
Trailing 12 Months  
Capital Gain -0.28% 50% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.28% 50% F 26% F
Trailing 5 Years  
Capital Gain -3.13% 50% F 45% F
Dividend Return 3.30% 25% F 8% B-
Total Return 0.17% 50% F 28% F
Average Annual (5 Year Horizon)  
Capital Gain 0.82% 75% C 36% F
Dividend Return 1.63% 50% F 29% F
Total Return 0.81% 25% F 21% F
Risk Return Profile  
Volatility (Standard Deviation) 6.10% 100% F 89% A-
Risk Adjusted Return 26.66% 50% F 41% F
Market Capitalization 7.20M 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.