DLN:NYE-WisdomTree U.S. LargeCap Dividend Fund (USD)

ETF | Large Value |

Last Closing

USD 74.73

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.15M

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: 2025-04-19 )

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IUKP:SW iShares UK Property UCITS.. 4.12 % 0.00 %

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USD 0.54B
WBAL 0.00 % 0.03 %

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IUKP:LSE iShares UK Property UCITS 0.00 % 0.00 %

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USD 0.54B
PFV 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Large Value) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.93% 71% C- 56% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -3.93% 71% C- 53% F
Trailing 12 Months  
Capital Gain 8.45% 90% A- 76% C+
Dividend Return 1.61% 50% F 31% F
Total Return 10.05% 90% A- 74% C
Trailing 5 Years  
Capital Gain 70.05% 50% F 66% D+
Dividend Return 15.99% 44% F 41% F
Total Return 86.05% 52% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 9.30% 23% F 66% D+
Dividend Return 11.33% 15% F 66% D+
Total Return 2.03% 52% F 47% F
Risk Return Profile  
Volatility (Standard Deviation) 14.79% 58% F 65% D
Risk Adjusted Return 76.56% 35% F 85% B
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:

There is nothing we particularly like

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.