WisdomTree Precious (France) Performance
| AIGPP Etf | EUR 27.89 0.71 2.48% |
The entity maintains a market beta of -0.5, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning WisdomTree Precious are expected to decrease at a much lower rate. During the bear market, WisdomTree Precious is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Precious Metals are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak basic indicators, WisdomTree Precious reported solid returns over the last few months and may actually be approaching a breakup point. ...more
WisdomTree |
WisdomTree Precious Relative Risk vs. Return Landscape
If you would invest 1,835 in WisdomTree Precious Metals on September 14, 2024 and sell it today you would earn a total of 954.00 from holding WisdomTree Precious Metals or generate 51.99% return on investment over 90 days. WisdomTree Precious Metals is generating 0.834% of daily returns and assumes 6.9941% volatility on return distribution over the 90 days horizon. Simply put, 62% of etfs are less volatile than WisdomTree, and 84% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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WisdomTree Precious Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Precious' investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Precious Metals, and traders can use it to determine the average amount a WisdomTree Precious' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1192
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 6.99 actual daily | 62 62% of assets are less volatile |
Expected Return
| 0.83 actual daily | 16 84% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average WisdomTree Precious is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of WisdomTree Precious by adding it to a well-diversified portfolio.
About WisdomTree Precious Performance
Assessing WisdomTree Precious' fundamental ratios provides investors with valuable insights into WisdomTree Precious' financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Precious is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| WisdomTree Precious is way too risky over 90 days horizon | |
| WisdomTree Precious appears to be risky and price may revert if volatility continues |
Other Information on Investing in WisdomTree Etf
WisdomTree Precious financial ratios help investors to determine whether WisdomTree Etf is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in WisdomTree with respect to the benefits of owning WisdomTree Precious security.