WBAL:ARCA-WisdomTree Balanced Income Fund

ETF | Allocation--50% to 70% Equity | NYSE Arca

Last Closing

USD 24.528

Change

+0.07 (+0.27)%

Market Cap

USD 3.68M

Volume

612.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 19/12/2017

Primary Benchmark: WisdomTree Balanced Income TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.03 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-21 )

Largest Industry Peers for Allocation--50% to 70% Equity

Symbol Name Mer Price(Change) Market Cap
AOR iShares Core Growth Allocation.. 0.18 %

-0.06 (-0.11%)

USD 2.04B
RLY SPDR® SSgA Multi-Asset Real R.. 0.22 %

+0.01 (+0.04%)

USD 0.54B
GAL SPDR® SSgA Global Allocation .. 0.09 %

-0.04 (-0.10%)

USD 0.24B
OCIO ClearShares OCIO ETF 0.54 %

-0.10 (-0.33%)

USD 0.13B

ETFs Containing WBAL

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--50% to 70% Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.06% 25% F 41% F
Dividend Return N/A N/A N/A N/A F
Total Return 9.06% 25% F 38% F
Trailing 12 Months  
Capital Gain 0.76% 75% C 60% D-
Dividend Return 2.88% 60% D- 49% F
Total Return 3.64% 67% D+ 56% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A F
Dividend Return N/A N/A N/A N/A F
Total Return N/A N/A N/A N/A F
Average Annual (5 Year Horizon)  
Capital Gain -1.08% 33% F 34% F
Dividend Return -0.44% 17% F 23% F
Total Return 0.64% 17% F 14% F
Risk Return Profile  
Volatility (Standard Deviation) 1.82% 100% F 97% N/A
Risk Adjusted Return -24.17% 8% B- 15% F
Market Capitalization 3.68M 9% A- 5% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

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.

What to like:
Low volatility

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.

What to not like:
Poor risk adjusted returns

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.

Below median dividend returns

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

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.