Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NYSEArca - Nasdaq Real Time Price USD

WisdomTree Mortgage Plus Bond Fund (MTGP)

43.38
-0.09
(-0.21%)
At close: April 10 at 3:57:46 PM EDT
43.38
-0.01
(-0.03%)
After hours: April 10 at 4:05:09 PM EDT

ETF Summary

The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. It may invest up to 20% of its net assets, plus the amount of any borrowings, in other securitized credit securities such as non-agency or privately issued residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations and credit risk transfer securities. It is non-diversified.

Risk Overview

Performance & Risk

YTD Return 1.52%
5y Average Return -0.09%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
MTGPCategory AverageMTGPCategory AverageMTGPCategory Average
Alpha -0.26 -0.1 0.24 0.37 0 -0.07
BETA 0.95 0.97 0.91 0.98 0 0.97
Mean Annual Return 0.06 0.07 0.03 0.02 0 0.13
R-squared 98.46 97.97 95.31 96.97 0 94.15
Standard Deviation 7.37 7.51 5.92 6.33 0 5.02
Sharpe Ratio -0.52 -0.5 -0.41 -0.4 0 -0.09
Treynor Ratio -4.36 -4.23 -2.91 -2.82 0 -0.59

Related Tickers