AGGY:NYE-WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 42.94

Change

0.00 (0.00)%

Market Cap

USD 0.91B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2025-02-02 )

ETFs Containing AGGY

WBAL 0.00 % 0.03 %

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GLBY 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.05% 9% A- 26% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.05% 9% A- 25% F
Trailing 12 Months  
Capital Gain -1.74% 9% A- 27% F
Dividend Return 3.17% 55% F 48% F
Total Return 1.43% 9% A- 26% F
Trailing 5 Years  
Capital Gain -19.18% 9% A- 28% F
Dividend Return 13.05% 73% C 43% F
Total Return -6.13% 9% A- 22% F
Average Annual (5 Year Horizon)  
Capital Gain -4.79% 27% F 12% F
Dividend Return -2.51% 45% F 12% F
Total Return 2.28% 82% B 52% F
Risk Return Profile  
Volatility (Standard Deviation) 7.03% 27% F 86% B+
Risk Adjusted Return -35.73% 55% F 7% C-
Market Capitalization 0.91B 57% F 56% 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:
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:
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.

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.