XMX:ARCA-WisdomTree Global ex-Mexico Equity Fund

ETF | Others | NYSE Arca

Last Closing

USD 30.607

Change

+0.02 (+0.05)%

Market Cap

USD 2.56M

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The investment seeks to track the price and yield performance of the WisdomTree Global ex-Mexico Equity Index. Under normal circumstances, at least 80% of the fund's 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. The index is a float-adjusted market capitalization weighted index that is comprised of the equity securities of companies in developed countries and emerging markets throughout the world, excluding Mexico, that meet certain size and volume requirements. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-07-15 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

-0.08 (-0.39%)

USD 65.72B
ITDC Ishares Lifepath Target Date 2..

+0.16 (+0.56%)

USD 36.86B
JEPI JPMorgan Equity Premium Income..

+0.35 (+0.61%)

USD 32.78B
LCR Leuthold Core ETF

+0.22 (+0.66%)

USD 32.52B
DTB DTB

-0.30 (-1.44%)

USD 26.58B
DFAC Dimensional U.S. Core Equity 2..

+0.38 (+1.21%)

USD 26.11B
JPST JPMorgan Ultra-Short Income ET..

+0.02 (+0.04%)

USD 22.47B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 18.58B
TSPA T. Rowe Price US Equity Resear..

+0.24 (+0.72%)

USD 16.23B
DFUV Dimensional US Marketwide Valu..

+0.63 (+1.57%)

USD 10.15B

ETFs Containing XMX

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.31% 70% C- 64% D
Dividend Return 1.00% 44% F 30% F
Total Return 18.31% 71% C- 61% D-
Trailing 12 Months  
Capital Gain 1.95% 59% D- 58% F
Dividend Return 3.36% 83% B 62% D
Total Return 5.31% 66% D+ 60% D-
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 2.30% 40% F 50% F
Dividend Return 3.75% 24% F 46% F
Total Return 1.45% 26% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 6.96% 84% B 92% A
Risk Adjusted Return 53.84% 44% F 75% C
Market Capitalization 2.56M 6% D- 2% 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.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.