XMX:ARCA-WisdomTree Global ex-Mexico Equity Fund (USD)

ETF | Others | NYSE Arca

Last Closing

USD 30.251

Change

0.00 (0.00)%

Market Cap

USD 2.56M

Volume

400.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance of the WisdomTree Global ex-Mexico Equity Index. Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a float-adjusted market capitalization weighted index that is comprised of the equity securities of companies in developed countries and emerging markets throughout the world, excluding Mexico, that meet certain size and volume requirements. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-04-08 )

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N/A

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SGOV iShares® 0-3 Month Treasury B..

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AVUV Avantis® U.S. Small Cap Value..

-0.17 (-0.19%)

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DFUV Dimensional US Marketwide Valu..

+0.01 (+0.03%)

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DFAT Dimensional U.S. Targeted Valu..

-0.03 (-0.06%)

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ETFs Containing XMX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
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
Trailing 12 Months  
Capital Gain 2.53% 71% C- 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.53% 71% C- 84% B
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 2.71% 55% F 54% F
Dividend Return 4.42% 50% F 44% F
Total Return 1.71% 53% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 6.78% 71% C- 85% B
Risk Adjusted Return 65.19% 62% D 64% D
Market Capitalization 2.56M 12% F 3% 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:

There is nothing we particularly like

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.

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.