WTMF:NYE-WisdomTree Managed Futures Strategy (USD)

ETF | Managed Futures |

Last Closing

USD 36.9

Change

+0.09 (+0.24)%

Market Cap

USD 0.21B

Volume

0.04M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-23 )

Largest Industry Peers for Managed Futures

Symbol Name Price(Change) Market Cap
DBMF iMGP DBi Managed Futures Strat..

-0.09 (-0.31%)

USD 1.02B
FMF First Trust Managed Futures St..

-0.34 (-0.70%)

USD 0.14B

ETFs Containing WTMF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Managed Futures) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.22% 33% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 5.22% 33% F 66% D+
Trailing 12 Months  
Capital Gain 8.66% 67% D+ 56% F
Dividend Return 4.90% 100% F 67% D+
Total Return 13.55% 67% D+ 58% F
Trailing 5 Years  
Capital Gain -6.25% 50% F 39% F
Dividend Return 22.14% 100% F 77% C+
Total Return 15.89% 50% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain -1.13% 33% F 35% F
Dividend Return 4.04% 67% D+ 47% F
Total Return 5.18% 100% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 9.00% 67% D+ 83% B
Risk Adjusted Return 44.92% 33% F 70% C-
Market Capitalization 0.21B 67% D+ 34% 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:
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.