WUKD:LSE:LSE-WisdomTree UK Equity Income UCITS ETF (GBX)

ETF | UK Equity Income |

Last Closing

USD 380.35

Change

0.00 (0.00)%

Market Cap

USD 9.47M

Volume

2.79K

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: 2020-04-08 )

Largest Industry Peers for UK Equity Income

ETFs Containing WUKD:LSE

N/A

Market Performance

  Market Performance vs. Industry/Classification (UK Equity Income) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -32.76% 50% F 24% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -32.76% 50% F 24% F
Trailing 12 Months  
Capital Gain -30.00% 50% F 26% F
Dividend Return 0.03% 25% F 15% F
Total Return -29.97% 25% F 25% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.05% 100% F 32% F
Dividend Return 0.06% 50% F 27% F
Total Return 0.00% 25% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 8.21% 75% C 87% B+
Risk Adjusted Return 0.70% 50% F 29% F
Market Capitalization 9.47M 50% F 17% F

Annual Financials (GBX)

Quarterly Financials (GBX)

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.