The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Balanced Income Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) 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 designed to provide a balanced exposure to global equities and fixed income, including developed and emerging markets. The fund is non-diversified.
Inception Date: 19/12/2017
Primary Benchmark: WisdomTree Balanced Income TR USD
Management Expense Ratio: 0.03 %
|DHS||WisdomTree U.S. High Dividend Fund||21.82 %|
|AGGY||WisdomTree Yield Enhanced U.S. Aggregate Bond Fund||20.16 %|
|DLN||WisdomTree U.S. LargeCap Dividend Fund||11.37 %|
|DTH||WisdomTree International High Dividend Fund||11.15 %|
|HYZD||WisdomTree Interest Rate Hedged High Yield Bond Fund||5.17 %|
|ELD||WisdomTree Emerging Markets Local Debt Fund||3.65 %|
|TLT||iShares 20+ Year Treasury Bond ETF||2.84 %|
|MLPE||C-Tracks ETNs on the Miller/Ho..||0.00 %||
|NRGD||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGO||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGU||MicroSectors U.S. Big Oil Inde..||0.00 %||
|NRGZ||MicroSectors U.S. Big Oil Inde..||0.00 %||
|AEF||Aberdeen Emerging Markets Equi..||0.00 %||
|AFFS||AmTrust Financial Services, In..||0.00 %||
|AFFT||Amtrust Financial Services Inc||0.00 %||
|BCV||Bancroft Fund Ltd||0.00 %||
|CCA||MFS California Municipal Fund||0.00 %||
|Market Performance vs.
|Market Performance vs. Exchange|
|Value||Sector Median||Percentile Rank||Grade||Market Median||Percentile Rank||Grade|
|Trailing 12 Months|
|Trailing 5 Years|
|Average Annual (5 Year Horizon)|
|Risk Return Profile|
|Volatility (Standard Deviation)||2.82%||91%||A-||95%||A|
|Risk Adjusted Return||29.99%||44%||F||45%||F|
|Letter Grade||Percentage||Letter Grade||Percentage||Letter Grade||Percentage|
|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.
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.
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.
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.
The company has under performed its peers on annual average total returns in the past 5 years.
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.