WisdomTree’s Top Performing ETFs Of 2018 So Far (USMF)

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April 30, 2018 6:23am BATS:USMF

BATS:USMF | News, Ratings, and Charts

From WisdomTree: We are firm believers of full transparency and periodically share our top- and bottom-performing strategies to both uncover market trends and show potential pockets of value.


We just launched a new way to help showcase, over various time periods, how our investment solutions have performed, with an interactive feature to change time periods and display both top and bottom performers overall or just for a particular asset class.

For those investors looking for positive momentum trends, the top performers can give an idea of what strategies are standing out, while contrarians and value investors might look for the bottom end of the range to see what has come under pressure.

Top 10 Performers Year-To-Date

During this time period, a number of emerging market-focused strategies have been top performers, including high-dividend emerging markets, broad emerging market dividends and emerging market small caps. The single top-performing Fund in the WisdomTree lineup is the WisdomTree Middle East Dividend Fund (GULF)–rising oil prices are supporting the regional markets, despite the fact that direct Energy sector exposure is limited in that region because the major oil companies are private.

In addition to emerging markets, we also see high-yield bonds with negative duration on the top-performers list, as well as a negative duration strategy performing well with the rise in long-term interest rates.

The WisdomTree U.S. Multifactor fund (USMF) also has shone through in 2018, with the best performance of WisdomTree equities strategies for the U.S. markets in early 2018.

Bottom Performers Year-to-Date

    • On the bottom-performers list, we see lagging strategies focused on U.S. high-dividend stocks, where rising interest rates are putting pressure on some of the stocks sensitive to interest rates, such as in the Utilities and Consumer Staples sectors.
  • Other bottom performers have been Japan-focused strategies, with the rising yen causing pressure on Japanese markets. This might be an area where valuations make this an attractive contrarian idea, particularly if you think the trends in interest rates might cause the yen’s strong performance to be temporary.

10 Years of Strong Performance

This new interactive performance chart can also showcase our strong performers going back a decade. In the 10 year view of the chart below, we see at the top of our list mid- and small-cap earnings strategies. What is interesting about these mid– and small-cap earnings strategies is that valuations are in 2018 still lower than large-cap equities generally. The price-to-earnings ratios for both strategies are between 13.5x and 15x on current estimated earnings, and the lower corporate tax rates should continue to support the more local economy for U.S. midcaps and small caps.

We encourage you to use this new interactive chart to keep tabs on what investment strategies stand out over various time periods–and we look forward to showcasing further features of these tools in the near future.

Ticker Fund Category Inception
Date
Cumulative
Returns
GULF
WisdomTree Middle East Dividend Fund
Emerging Markets Equity ETFs
7/16/2008 10.39%
HYND
WisdomTree Negative Duration High Yield Bond Fund
Fixed Income ETFs
12/18/2013 4.91%
CYB
WisdomTree Chinese Yuan Strategy Fund
Currency ETFs
5/14/2008 3.82%
USMF
WisdomTree U.S. Multifactor Fund
US Equity ETFs
6/29/2017 3.27%
DEM
WisdomTree Emerging Markets High Dividend Fund
Emerging Markets Equity ETFs
7/13/2007 3.09%
DDEZ
WisdomTree Dynamic Currency Hedged Europe Equity Fund
International Hedged Equity ETFs
1/7/2016 2.93%
DOO
WisdomTree International Dividend ex-Financials Fund
International Developed Equity ETFs
6/16/2006 2.79%
EDOM
WisdomTree Europe Domestic Economy Fund
International Developed Equity ETFs
10/29/2015 2.39%
AGND
WisdomTree Barclays Negative Duration U.S. Aggregate Bond Fund
Fixed Income ETFs
12/18/2013 2.27%
HEDJ
WisdomTree Europe Hedged Equity Fund
International Hedged Equity ETFs
12/31/2009 1.95%
*The standardized performance of each Fund, can be found by clicking on the Fund’s ticker symbol.
Performance is historical and does not guarantee future results. Current performance may be lower or higher than quoted. Investment returns and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Returns less than one year are not annualized. Performance data for the most recent month-end is available on the respective fund pages.

To see the various time periods mentioned above, please click the appropriate navigation tabs.

Access our top- and bottom-performing exchange-traded funds at any time here.


The WisdomTree U.S. Multifactor Fund (USMF) was unchanged in premarket trading Monday. Year-to-date, USMF has gained 2.73%, versus a -0.11% rise in the benchmark S&P 500 index during the same period.

USMF currently has an ETF Daily News SMART Grade of NR (Not Rated), and is unranked among 145 ETFs in the Large Cap Blend ETFs category.


This article is brought to you courtesy of WisdomTree.


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