(WT) WisdomTree - Performance 0.6% in 12m
Compare WT with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.27%
#49 in Group
Rel. Strength
43.55%
#4492 in Universe
Total Return 12m
0.60%
#140 in Group
Total Return 5y
247.30%
#9 in Group
P/E 27.7
82th Percentile in Group
P/E Forward 12.9
73th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 7.07%
53th Percentile in Group
12m Total Return: WT (0.6%) vs XLF (22.4%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AMP NYSE Ameriprise Financial |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: WT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WT
| Total Return (including Dividends) | WT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 22.29% | 13.52% | 13.81% |
| 3 Months | -3.10% | -2.66% | -6.30% |
| 12 Months | 0.60% | 22.43% | 10.65% |
| 5 Years | 247.30% | 150.42% | 107.77% |
| Trend Score (consistency of price movement) | WT | XLF | S&P 500 |
| 1 Month | 90.9% | 89.2% | 83% |
| 3 Months | -44.3% | -64.6% | -75.3% |
| 12 Months | -38.4% | 82% | 50.1% |
| 5 Years | 84.5% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #69 | 7.73% | 7.45% |
| 3 Month | #134 | -0.45% | 3.41% |
| 12 Month | #140 | -17.8% | -9.08% |
| 5 Years | #11 | 38.7% | 67.2% |
FAQs
Does WT WisdomTree outperforms the market?
No,
over the last 12 months WT made 0.60%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.43%.
Over the last 3 months WT made -3.10%, while XLF made -2.66%.
Over the last 3 months WT made -3.10%, while XLF made -2.66%.
Performance Comparison WT vs Indeces and Sectors
WT vs. Indices WT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 6.27% | 8.48% | -8.29% | -10.1% |
| US NASDAQ 100 | QQQ | 6.08% | 4.93% | -8.50% | -11.0% |
| US Dow Jones Industrial 30 | DIA | 5.86% | 12.3% | -8.0% | -7.11% |
| German DAX 40 | DAX | 6.29% | 7.33% | -34.6% | -25.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.09% | 10.5% | -9.06% | -6.77% |
| Hongkong Hang Seng | HSI | 3.10% | 2.36% | -16.7% | -13.1% |
| India NIFTY 50 | INDA | 11.2% | 17.5% | -8.73% | 0.81% |
| Brasil Bovespa | EWZ | 5.22% | 5.05% | -17.0% | 8.93% |
WT vs. Sectors WT is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 5.63% | 8.88% | -15.4% | -21.0% |
| Consumer Discretionary | XLY | 5.89% | 8.06% | -7.31% | -13.7% |
| Consumer Staples | XLP | 7.13% | 15.7% | -15.2% | -8.52% |
| Energy | XLE | 6.45% | 15.5% | -1.70% | 10.1% |
| Financial | XLF | 5.17% | 8.77% | -15.4% | -21.8% |
| Health Care | XLV | 9.28% | 21.4% | -3.30% | 4.66% |
| Industrial | XLI | 4.58% | 5.47% | -9.72% | -10.4% |
| Materials | XLB | 6.47% | 8.73% | -3.40% | 5.83% |
| Real Estate | XLRE | 7.59% | 10.8% | -9.04% | -14.9% |
| Technology | XLK | 5.19% | 1.07% | -5.41% | -6.50% |
| Utilities | XLU | 6.22% | 12.7% | -16.0% | -16.9% |
| Aerospace & Defense | XAR | 4.29% | 1.13% | -19.8% | -26.7% |
| Biotech | XBI | 12.9% | 10.5% | 11.9% | 12.9% |
| Homebuilder | XHB | 5.80% | 10.8% | 4.90% | 8.15% |
| Retail | XRT | 4.37% | 7.64% | -4.05% | 2.08% |