WisdomTree Managed Three Year Return vs. Five Year Return
| WTMF Etf | USD 35.52 0.06 0.17% |
For WisdomTree Managed profitability analysis, we use financial ratios and fundamental drivers that measure the ability of WisdomTree Managed to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well WisdomTree Managed Futures utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between WisdomTree Managed's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of WisdomTree Managed Futures over time as well as its relative position and ranking within its peers.
WisdomTree |
The market value of WisdomTree Managed is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Managed's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Managed's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Managed's market value can be influenced by many factors that don't directly affect WisdomTree Managed's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Managed's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Managed is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Managed's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
WisdomTree Managed Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Managed's current stock value. Our valuation model uses many indicators to compare WisdomTree Managed value to that of its competitors to determine the firm's financial worth. WisdomTree Managed Futures is rated first in three year return as compared to similar ETFs. It is rated first in five year return as compared to similar ETFs reporting about 0.98 of Five Year Return per Three Year Return. The ratio of Three Year Return to Five Year Return for WisdomTree Managed Futures is roughly 1.02 . Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Managed by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WisdomTree Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
WisdomTree Managed |
| = | 4.60 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
WisdomTree Managed |
| = | 4.50 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
WisdomTree Five Year Return Comparison
WisdomTree Managed is currently under evaluation in five year return as compared to similar ETFs.
WisdomTree Managed Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in WisdomTree Managed, profitability is also one of the essential criteria for including it into their portfolios because, without profit, WisdomTree Managed will eventually generate negative long term returns. The profitability progress is the general direction of WisdomTree Managed's change in net profit over the period of time. It can combine multiple indicators of WisdomTree Managed, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund normally invests at least 80 percent of its net assets, plus the amount of any borrowings for investment purposes, in managed futures. Wisdomtree Managed is traded on NYSEARCA Exchange in the United States.
WisdomTree Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on WisdomTree Managed. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of WisdomTree Managed position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the WisdomTree Managed's important profitability drivers and their relationship over time.
Use WisdomTree Managed in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if WisdomTree Managed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree Managed will appreciate offsetting losses from the drop in the long position's value.WisdomTree Managed Pair Trading
WisdomTree Managed Futures Pair Trading Analysis
The ability to find closely correlated positions to WisdomTree Managed could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace WisdomTree Managed when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back WisdomTree Managed - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling WisdomTree Managed Futures to buy it.
The correlation of WisdomTree Managed is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as WisdomTree Managed moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if WisdomTree Managed moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for WisdomTree Managed can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your WisdomTree Managed position
In addition to having WisdomTree Managed in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Semiconductor Thematic Idea Now
Semiconductor
Companies involved in production of semiconductor and semiconductor materials. The Semiconductor theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Semiconductor Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Your Current Watchlist. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.
To fully project WisdomTree Managed's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of WisdomTree Managed at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include WisdomTree Managed's income statement, its balance sheet, and the statement of cash flows.