Wisdomtree Japan Smallcap Etf Performance
| DFJ Etf | USD 74.35 0.54 0.73% |
The entity maintains a market beta of 0.57, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree Japan's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Japan is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days WisdomTree Japan SmallCap has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively steady technical and fundamental indicators, WisdomTree Japan is not utilizing all of its potentials. The newest stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
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| In Threey Sharp Ratio | 0.09 |
WisdomTree |
WisdomTree Japan Relative Risk vs. Return Landscape
If you would invest 7,438 in WisdomTree Japan SmallCap on January 29, 2024 and sell it today you would lose (3.00) from holding WisdomTree Japan SmallCap or give up 0.04% of portfolio value over 90 days. WisdomTree Japan SmallCap is generating 0.0025% of daily returns assuming volatility of 0.793% on return distribution over 90 days investment horizon. In other words, 7% of etfs are less volatile than WisdomTree, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
WisdomTree Japan Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Japan's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree Japan SmallCap, and traders can use it to determine the average amount a WisdomTree Japan's 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 = 0.0031
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| Negative Returns | DFJ |
Estimated Market Risk
| 0.79 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average WisdomTree Japan is not performing at its full potential. However, 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 Japan by adding WisdomTree Japan to a well-diversified portfolio.
WisdomTree Japan Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Japan, and WisdomTree Japan fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on WisdomTree Etf performance.
| Price To Earning | 13.73 X | |||
| Price To Book | 0.89 X | |||
| Price To Sales | 0.49 X | |||
| Total Asset | 147.81 M | |||
About WisdomTree Japan Performance
To evaluate WisdomTree Japan SmallCap Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when WisdomTree Japan generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WisdomTree Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand WisdomTree Japan SmallCap market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WisdomTree's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Under normal circumstances, at least 95 percent of the funds 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. Wisdomtree Japan is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Is WisdomTree Japan SmallCap Dividend Fund a Strong ETF Right Now - Yahoo Movies Canada | |
| The fund retains all of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Japan SmallCap. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in census. Note that the WisdomTree Japan SmallCap information on this page should be used as a complementary analysis to other WisdomTree Japan's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of WisdomTree Japan SmallCap 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 Japan's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Japan'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 Japan's market value can be influenced by many factors that don't directly affect WisdomTree Japan'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 Japan's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Japan is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Japan'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.