ducovest

USDU:ARCA-WisdomTree Bloomberg U.S. Dollar Bullish Fund (USD)

ETF | Multicurrency | NYSE Arca

Last Closing

USD 26.2

Change

+0.08 (+0.29)%

Market Cap

USD 0.23B

Volume

0.24M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to provide total returns, before fees and expenses that exceed the performance of the Bloomberg Dollar Total Return Index (the "index"). The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, which exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.

Company Website : www.wisdomtree.com

Currency: USD

Country : USA

Inception Date: 18/12/2013

Primary Benchmark: Bloomberg Dollar TR USD

Primary Index: BofAML USD LIBOR 3 Mon CM

Gross Expense Ratio: 0.5%

Management Expense Ratio: 0.50 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-28 )

Largest Industry Peers for Multicurrency

Symbol Name Mer Price(Change) Market Cap
UUP Invesco DB US Dollar Index Bul.. 0.76 %

N/A

 USD 0.33B
UDN Invesco DB US Dollar Index Bea.. 0.76 %

N/A

 USD 0.06B
CEW WisdomTree Emerging Currency S.. 0.55 %

N/A

 USD 7.10M

ETFs Containing USDU

ARP Advisors Inner Circle Fun.. 18.39 % 0.00 %

N/A

 USD 0.02B

Market Performance

  Market Performance vs. Industry/Classification (Multicurrency) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.34% 75% C 53% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.34% 75% C 50% F
Trailing 12 Months  
Capital Gain 0.81% 50% F 32% F
Dividend Return 6.75% 100% F 81% B-
Total Return 7.56% 75% C 39% F
Trailing 5 Years  
Capital Gain -4.09% 50% F 39% F
Dividend Return 13.70% 100% F 54% F
Total Return 9.61% 75% C 38% F
Average Annual (5 Year Horizon)  
Capital Gain -0.76% 75% C 38% F
Dividend Return 1.26% 75% C 35% F
Total Return 2.03% 100% F 48% F
Risk Return Profile  
Volatility (Standard Deviation) 6.28% 100% F 89% A-
Risk Adjusted Return 20.01% 75% C 45% F
Market Capitalization 0.23B 75% C 30% 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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike