Wisdomtree Mortgage Plus Etf Performance
| MTGP Etf | USD 44.64 0.09 0.20% |
The entity maintains a market beta of 0.12, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Mortgage is expected to be smaller as well.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Mortgage Plus are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, WisdomTree Mortgage is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
1 | WisdomTree Mortgage Plus Bond Fund ETF declares 0.195 dividend | 11/25/2025 |
WisdomTree | Build AI portfolio with WisdomTree Etf |
WisdomTree Mortgage Relative Risk vs. Return Landscape
If you would invest 4,407 in WisdomTree Mortgage Plus on November 1, 2025 and sell it today you would earn a total of 48.00 from holding WisdomTree Mortgage Plus or generate 1.09% return on investment over 90 days. WisdomTree Mortgage Plus is currently generating 0.018% in daily expected returns and assumes 0.2278% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% of etfs are less volatile than WisdomTree, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
3 y Volatility 6.01 | 200 Day MA 44.2476 | 1 y Volatility 3.04 | 50 Day MA 44.68 | Inception Date 2019-11-12 |
WisdomTree Mortgage Target Price Odds to finish over Current Price
The tendency of WisdomTree Etf price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 44.64 | 90 days | 44.64 | about 5.72 |
Based on a normal probability distribution, the odds of WisdomTree Mortgage to move above the current price in 90 days from now is about 5.72 (This WisdomTree Mortgage Plus probability density function shows the probability of WisdomTree Etf to fall within a particular range of prices over 90 days) .
Given the investment horizon of 90 days WisdomTree Mortgage has a beta of 0.12. This indicates as returns on the market go up, WisdomTree Mortgage average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding WisdomTree Mortgage Plus will be expected to be much smaller as well. Additionally WisdomTree Mortgage Plus has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. WisdomTree Mortgage Price Density |
| Price |
Predictive Modules for WisdomTree Mortgage
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as WisdomTree Mortgage Plus. Regardless of method or technology, however, to accurately forecast the etf market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the etf market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.WisdomTree Mortgage Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. WisdomTree Mortgage is not an exception. The market had few large corrections towards the WisdomTree Mortgage's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold WisdomTree Mortgage Plus, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of WisdomTree Mortgage within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0061 | |
β | Beta against Dow Jones | 0.12 | |
σ | Overall volatility | 0.19 | |
Ir | Information ratio | -0.2 |
WisdomTree Mortgage Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of WisdomTree Mortgage for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for WisdomTree Mortgage Plus can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
WisdomTree Mortgage Fundamentals Growth
WisdomTree Etf prices reflect investors' perceptions of the future prospects and financial health of WisdomTree Mortgage, and WisdomTree Mortgage 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 | 21.76 M | |||
About WisdomTree Mortgage Performance
Assessing WisdomTree Mortgage's fundamental ratios provides investors with valuable insights into WisdomTree Mortgage's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the WisdomTree Mortgage is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. Wisdomtree Mortgage is traded on NYSEARCA Exchange in the United States.| The fund maintains all of the assets in different exotic instruments |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree Mortgage Plus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
Investors evaluate WisdomTree Mortgage Plus using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree Mortgage's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree Mortgage's market price to deviate significantly from intrinsic value.
Understanding that WisdomTree Mortgage's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether WisdomTree Mortgage represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, WisdomTree Mortgage's market price signifies the transaction level at which participants voluntarily complete trades.