WisdomTree Artificial Intelligence UE/ IE00BDVPNG13 /
NAV2024-03-27 | Chg.+0.5950 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
64.9166USD | +0.93% | reinvestment | Equity Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | - | - | - | - | - | - | -8.70 | - |
2019 | 14.51 | 7.72 | -0.10 | 7.86 | -9.28 | 7.07 | 4.95 | -2.45 | -1.99 | 2.28 | 5.70 | 5.48 | +47.71% |
2020 | 2.38 | -6.48 | -16.78 | 18.56 | 10.14 | 8.13 | 5.75 | 8.58 | -1.97 | 1.24 | 24.47 | 9.63 | +74.93% |
2021 | 8.65 | -0.26 | -7.85 | 3.41 | -3.68 | 5.52 | 0.38 | 3.92 | -5.51 | 6.34 | 0.95 | 3.79 | +15.29% |
2022 | -10.40 | -0.89 | -2.55 | -13.44 | -0.20 | -13.80 | 8.36 | -6.38 | -13.70 | 5.49 | 6.13 | -7.52 | -41.59% |
2023 | 18.03 | 1.32 | 6.12 | -9.86 | 15.69 | 3.88 | 9.94 | -8.14 | -5.17 | -6.65 | 16.14 | 8.71 | +55.16% |
2024 | -2.45 | 7.27 | -0.01 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 21.35% | 19.94% | 20.88% | 24.68% | 26.11% |
Sharpe ratio | 0.82 | 2.71 | 1.55 | -0.01 | 0.56 |
Best month | +8.71% | +16.14% | +16.14% | +18.03% | +24.47% |
Worst month | -2.45% | -6.65% | -9.86% | -13.80% | -16.78% |
Maximum loss | -5.88% | -8.12% | -19.43% | -45.41% | -46.78% |
Outperformance | +20.91% | - | +26.05% | - | - |
All quotes in USD
Performance
YTD | +4.63% | ||
---|---|---|---|
6 Months | +25.44% | ||
1 Year | +36.19% | ||
3 Years | +11.17% | ||
5 Years | +134.12% | ||
Since start | +157.89% | ||
Year | |||
2023 | +55.16% | ||
2022 | -41.59% | ||
2021 | +15.29% | ||
2020 | +74.93% | ||
2019 | +47.71% |