WTMF:NYE-WisdomTree Managed Futures Strategy (USD)

ETF | Managed Futures |

Last Closing

USD 36.55

Change

-0.04 (-0.11)%

Market Cap

USD 0.21B

Volume

0.02M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-08 )

Largest Industry Peers for Managed Futures

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

-0.22 (-0.74%)

USD 1.04B
FMF First Trust Managed Futures St..

-0.10 (-0.20%)

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 4.22% 33% F 57% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 4.22% 33% F 53% F
Trailing 12 Months  
Capital Gain 6.33% 67% D+ 48% F
Dividend Return 4.84% 100% F 67% D+
Total Return 11.17% 67% D+ 49% F
Trailing 5 Years  
Capital Gain -7.78% 33% F 36% F
Dividend Return 21.99% 100% F 77% C+
Total Return 14.21% 33% F 41% F
Average Annual (5 Year Horizon)  
Capital Gain -0.97% 33% F 35% F
Dividend Return 4.25% 67% D+ 47% F
Total Return 5.22% 100% F 83% B
Risk Return Profile  
Volatility (Standard Deviation) 8.96% 67% D+ 97% N/A
Risk Adjusted Return 47.47% 33% F 71% C-
Market Capitalization 0.21B 67% D+ 33% 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.