WisdomTree Europe Equity Inc.U.E.EUR Acc/ IE00BDF16007 /
| NAV21/05/2024 | Diferencia-0.0649 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 19.5683EUR | -0.33% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 6.87 | - |
| 2017 | -1.57 | 1.83 | 3.73 | 0.07 | 2.53 | -2.81 | 0.36 | -0.47 | 4.44 | 1.92 | -1.71 | 0.81 | +9.22% |
| 2018 | 1.22 | -3.47 | -1.14 | 6.62 | -1.07 | -0.65 | 3.42 | -3.75 | 1.43 | -3.89 | -0.33 | -5.31 | -7.30% |
| 2019 | 5.82 | 3.01 | 1.91 | 2.11 | -5.21 | 3.85 | -0.91 | -2.77 | 5.92 | 1.18 | 1.92 | 2.58 | +20.53% |
| 2020 | -2.72 | -10.01 | -19.51 | 5.03 | 1.68 | 2.99 | -4.30 | 3.18 | -3.81 | -5.76 | 15.80 | 1.72 | -18.27% |
| 2021 | -0.09 | 2.91 | 7.29 | 0.37 | 2.29 | -0.60 | 0.92 | 1.25 | -2.49 | 2.14 | -1.97 | 5.83 | +18.86% |
| 2022 | 3.24 | -2.71 | 1.67 | 1.56 | 1.57 | -8.81 | 2.75 | -3.34 | -6.71 | 7.01 | 7.61 | -2.84 | -0.43% |
| 2023 | 6.56 | 2.47 | -3.07 | 2.18 | -3.32 | 3.03 | 3.41 | -2.63 | 1.66 | -3.41 | 4.97 | 3.46 | +15.66% |
| 2024 | -0.72 | 0.76 | 4.18 | -0.19 | 3.75 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.00% | 8.61% | 10.31% | 13.33% | 18.17% |
| Índice de Sharpe | 2.02 | 2.93 | 1.15 | 0.41 | 0.10 |
| El mes mejor | +4.18% | +4.97% | +4.97% | +7.61% | +15.80% |
| El mes peor | -0.72% | -0.72% | -3.41% | -8.81% | -19.51% |
| Pérdida máxima | -3.64% | -3.64% | -6.33% | -16.60% | -39.69% |
| Rendimiento superior | -3.44% | - | -7.46% | -17.91% | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WisdomTree Europe Equity Inc.U.E... | reinvestment | 19.5683 | +15.68% | +30.45% | |
| WisdomTree Europe Equity Inc.U.E... | paying dividend | 13.1635 | +15.68% | +30.42% |
Performance
| Año hasta la fecha | +7.91% | ||
|---|---|---|---|
| 6 Meses | +13.46% | ||
| Promedio móvil | +15.68% | ||
| 3 Años | +30.45% | ||
| 5 Años | +31.57% | ||
| 10 Años | - | ||
| Desde el principio | +57.21% | ||
| Año | |||
| 2023 | +15.66% | ||
| 2022 | -0.43% | ||
| 2021 | +18.86% | ||
| 2020 | -18.27% | ||
| 2019 | +20.53% | ||
| 2018 | -7.30% | ||
| 2017 | +9.22% | ||
