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

ETF | Multicurrency |

Last Closing

USD 17.6976

Change

-0.08 (-0.43)%

Market Cap

USD 7.11M

Volume

554.00

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-19 )

Largest Industry Peers for Multicurrency

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

+0.07 (+0.25%)

USD 0.33B
USDU WisdomTree Bloomberg U.S. Doll..

+0.05 (+0.19%)

USD 0.28B
UDN Invesco DB US Dollar Index Bea..

-0.04 (-0.23%)

USD 0.06B

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 4.62% 75% C 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.62% 75% C 75% C
Trailing 12 Months  
Capital Gain -0.63% 50% F 39% F
Dividend Return 5.15% 100% F 73% C
Total Return 4.52% 75% C 46% F
Trailing 5 Years  
Capital Gain 8.57% 100% F 26% F
Dividend Return 9.38% 50% F 16% F
Total Return 17.95% 100% F 19% F
Average Annual (5 Year Horizon)  
Capital Gain 0.68% 75% C 35% F
Dividend Return 1.71% 50% F 30% F
Total Return 1.03% 25% F 24% F
Risk Return Profile  
Volatility (Standard Deviation) 6.11% 100% F 89% A-
Risk Adjusted Return 28.02% 50% F 42% F
Market Capitalization 7.11M 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.