WisdomTree Broad Com.1x Daily Sh./  JE00B24DKT75  /

Fonds
NAV4/11/2024 Chg.+0.2890 Type of yield Investment Focus Investment company
54.3207USD +0.53% reinvestment ETC Worldwide Wisdom Tree M. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 - - 6.05 -3.64 -2.88 -8.53 13.07 7.30 11.99 24.63 6.09 3.53 -
2009 4.71 4.12 -4.62 -1.32 -11.97 1.12 -3.84 -1.60 -0.52 -3.77 -3.86 -2.25 -22.25%
2010 7.41 -4.02 0.96 -2.17 6.96 -0.70 -6.64 2.36 -6.98 -5.17 -0.26 -9.98 -18.15%
2011 -1.29 -1.50 -2.55 -2.27 3.17 4.95 -3.16 -1.47 16.45 -6.63 1.88 3.49 +9.65%
2012 -2.73 -2.82 4.00 0.13 9.72 -5.68 -6.53 -1.55 -1.94 3.74 -0.30 2.47 -2.57%
2013 -2.54 4.09 -0.87 2.47 2.04 4.68 -1.60 -3.55 2.38 1.28 0.62 -2.47 +6.33%
2014 0.53 -6.06 -0.62 -2.58 2.78 -0.79 5.04 0.88 6.36 0.54 3.86 7.86 +18.34%
2015 3.08 -2.89 5.08 -5.76 2.43 -1.98 11.44 2.21 1.45 0.15 7.57 2.83 +27.41%
2016 1.35 1.30 -3.99 -8.18 -0.12 -4.30 5.07 1.53 -3.29 0.32 -1.63 -1.95 -13.65%
2017 -0.32 -0.33 2.60 1.46 1.21 0.07 -2.28 -0.50 0.12 -2.13 0.41 -2.94 -2.73%
2018 -1.92 1.75 1.51 -3.25 -1.29 3.66 2.19 1.87 -1.76 2.33 0.48 7.47 +13.32%
2019 -5.04 -0.84 0.37 0.64 3.60 -2.52 0.78 2.41 -1.22 -1.89 2.64 -4.74 -6.05%
2020 7.95 5.23 13.33 0.96 -4.50 -2.47 -5.62 -6.61 3.19 -1.68 -3.59 -4.97 -0.83%
2021 -2.83 -6.37 1.78 -7.88 -2.99 -2.18 -2.19 -0.06 -5.10 -2.89 7.42 -3.73 -24.58%
2022 -8.35 -6.18 -9.61 -4.29 -2.02 11.45 -4.73 -0.08 8.65 -1.80 -2.50 2.77 -17.33%
2023 0.91 5.36 0.54 1.06 6.51 -3.42 -5.32 1.48 1.35 0.34 2.93 3.33 +15.47%
2024 0.28 2.15 -2.58 -2.72 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.03% 10.86% 11.52% 16.95% 15.89%
Sharpe ratio -1.57 -0.03 0.22 -0.76 -0.68
Best month +3.33% +3.33% +6.51% +11.45% +13.33%
Worst month -2.72% -2.72% -5.32% -9.61% -9.61%
Maximum loss -7.02% -7.02% -9.36% -42.86% -61.02%
Outperformance +7.97% - +8.07% +17.55% +19.45%
 
All quotes in USD

Performance

YTD
  -2.92%
6 Months  
+1.79%
1 Year  
+6.47%
3 Years
  -24.36%
5 Years
  -30.12%
Since start  
+8.64%
Year
2023  
+15.47%
2022
  -17.33%
2021
  -24.58%
2020
  -0.83%
2019
  -6.05%
2018  
+13.32%
2017
  -2.73%
2016
  -13.65%
2015  
+27.41%