NAV5/20/2024 Chg.+1.6232 Type of yield Investment Focus Investment company
222.9499USD +0.73% reinvestment ETC Worldwide Wisdom Tree M. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2015 - - - - - - - - - - -7.08 0.00 -
2016 4.63 11.03 0.13 3.90 -5.76 8.93 1.58 -2.48 0.98 -3.85 -7.41 -1.65 +8.66%
2017 4.59 3.50 -0.89 1.70 -0.06 -1.93 2.00 3.45 -2.22 -1.05 0.76 0.81 +10.91%
2018 4.15 -2.05 1.08 -1.48 -0.63 -4.24 -2.40 -1.55 -1.30 2.29 0.18 5.23 -1.15%
2019 3.21 -0.34 -1.83 -1.05 1.00 8.72 1.28 7.03 -2.86 1.69 -3.39 4.27 +18.33%
2020 3.98 1.59 -0.09 5.80 1.49 2.24 11.09 -0.42 -3.63 -0.30 -6.37 7.26 +23.67%
2021 -1.48 -6.52 -3.01 4.50 7.45 -7.23 3.52 -0.63 -4.00 1.48 1.96 0.84 -4.14%
2022 -1.40 6.35 1.66 -1.62 -3.83 -1.21 -3.53 -2.17 -2.61 -1.99 6.95 3.32 -0.82%
2023 6.12 -5.19 8.46 0.11 -0.95 -2.69 3.02 -1.47 -3.73 6.72 1.90 1.29 +13.34%
2024 -0.48 -0.28 8.09 4.15 4.89 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.13% 13.35% 12.09% 13.61% 15.02%
Sharpe ratio 3.64 3.54 1.54 0.33 0.62
Best month +8.09% +8.09% +8.09% +8.46% +11.09%
Worst month -0.48% -0.48% -3.73% -7.23% -7.23%
Maximum loss -4.71% -4.71% -8.03% -20.33% -21.91%
Outperformance +4.27% - +4.27% +4.24% -5.60%
 
All quotes in USD

Performance

YTD  
+17.17%
6 Months  
+22.69%
1 Year  
+22.35%
3 Years  
+27.31%
5 Years  
+85.76%
10 Years     -
Since start  
+104.95%
Year
2023  
+13.34%
2022
  -0.82%
2021
  -4.14%
2020  
+23.67%
2019  
+18.33%
2018
  -1.15%
2017  
+10.91%
2016  
+8.66%