Wisdomtree 9060 Balanced Etf Performance
| NTSX Etf | USD 50.54 0.19 0.38% |
The entity maintains a market beta of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, WisdomTree 9060's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree 9060 is expected to be smaller as well.
Risk-Adjusted Performance
Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree 9060 Balanced are ranked lower than 26 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, WisdomTree 9060 showed solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Technical Data - news.stocktradersdaily.com | 06/03/2025 |
| In Threey Sharp Ratio | 0.67 |
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WisdomTree 9060 Relative Risk vs. Return Landscape
If you would invest 4,262 in WisdomTree 9060 Balanced on April 22, 2025 and sell it today you would earn a total of 792.00 from holding WisdomTree 9060 Balanced or generate 18.58% return on investment over 90 days. WisdomTree 9060 Balanced is currently generating 0.2786% in daily expected returns and assumes 0.8283% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than WisdomTree, and 95% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
WisdomTree 9060 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree 9060's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as WisdomTree 9060 Balanced, and traders can use it to determine the average amount a WisdomTree 9060'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 = 0.3364
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.28 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.34 actual daily | 26 74% of assets perform better |
Based on monthly moving average WisdomTree 9060 is performing at about 26% 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 9060 by adding it to a well-diversified portfolio.
WisdomTree 9060 Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree 9060, and WisdomTree 9060 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.
| Total Asset | 644.33 M | |||
About WisdomTree 9060 Performance
Evaluating WisdomTree 9060's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if WisdomTree 9060 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if WisdomTree 9060 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Wisdomtree is traded on NYSEARCA Exchange in the United States.