WisdomTree Europe Equity Inc.U.E.EUR Dis/ IE00BQZJBX31 /
NAV21.05.2024 | Diff.-0.0437 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
13.1635EUR | -0.33% | ausschüttend | Aktien Europa | Wisdom Tree M. ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | 3.35 | -8.25 | -4.93 | 8.68 | 1.80 | -6.08 | - |
2016 | -4.38 | -2.59 | 1.56 | 3.16 | 1.79 | -3.90 | 2.32 | 0.79 | 0.17 | 1.47 | 1.02 | 6.84 | +8.00% |
2017 | -1.52 | 1.79 | 3.75 | 0.08 | 2.53 | -2.83 | 0.40 | -0.47 | 4.37 | 1.98 | -1.72 | 0.76 | +9.21% |
2018 | 1.26 | -3.47 | -1.17 | 6.65 | -1.11 | -0.62 | 3.42 | -3.76 | 1.48 | -3.93 | -0.32 | -5.31 | -7.26% |
2019 | 5.84 | 3.02 | 1.90 | 2.10 | -5.25 | 3.85 | -0.88 | -2.82 | 5.97 | 1.17 | 1.93 | 2.58 | +20.53% |
2020 | -2.73 | -10.03 | -19.47 | 5.01 | 1.72 | 2.99 | -4.31 | 3.10 | -3.81 | -5.74 | 15.82 | 1.72 | -18.30% |
2021 | -0.12 | 2.97 | 7.25 | 0.35 | 2.33 | -0.59 | 0.86 | 1.30 | -2.49 | 2.11 | -1.98 | 5.89 | +18.90% |
2022 | 3.23 | -2.70 | 1.63 | 1.56 | 1.57 | -8.81 | 2.75 | -3.34 | -6.71 | 7.01 | 7.61 | -2.84 | -0.46% |
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 | 4.17 | -0.19 | 3.75 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9.00% | 8.61% | 10.31% | 13.36% | 18.17% |
Sharpe Ratio | 2.02 | 2.93 | 1.15 | 0.41 | 0.10 |
Bester Monat | +4.17% | +4.97% | +4.97% | +7.61% | +15.82% |
Schlechtester Monat | -0.72% | -0.72% | -3.41% | -8.81% | -19.47% |
Maximaler Verlust | -3.64% | -3.64% | -6.33% | -16.60% | -39.70% |
Outperformance | -7.10% | - | -11.27% | -26.03% | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
WisdomTree Europe Equity Inc.U.E... | thesaurierend | 19.5683 | +15.68% | +30.45% | |
WisdomTree Europe Equity Inc.U.E... | ausschüttend | 13.1635 | +15.68% | +30.42% |
Performance
lfd. Jahr | +7.91% | ||
---|---|---|---|
6 Monate | +13.47% | ||
1 Jahr | +15.68% | ||
3 Jahre | +30.42% | ||
5 Jahre | +31.55% | ||
10 Jahre | - | ||
seit Beginn | +44.79% | ||
Jahr | |||
2023 | +15.66% | ||
2022 | -0.46% | ||
2021 | +18.90% | ||
2020 | -18.30% | ||
2019 | +20.53% | ||
2018 | -7.26% | ||
2017 | +9.21% | ||
2016 | +8.00% |
Ausschüttungen
04.01.2024 | 0.19 EUR |
06.07.2023 | 0.51 EUR |
05.01.2023 | 0.19 EUR |
07.07.2022 | 0.42 EUR |
06.01.2022 | 0.20 EUR |
01.07.2021 | 0.37 EUR |
04.01.2021 | 0.19 EUR |
02.07.2020 | 0.23 EUR |
03.01.2020 | 0.20 EUR |
05.07.2019 | 0.43 EUR |
03.01.2019 | 0.19 EUR |
28.06.2018 | 0.38 EUR |
04.01.2018 | 0.19 EUR |
29.06.2017 | 0.38 EUR |
05.01.2017 | 0.15 EUR |
30.06.2016 | 0.29 EUR |
31.03.2016 | 0.09 EUR |
07.01.2016 | 0.08 EUR |
17.09.2015 | 0.10 EUR |
25.06.2015 | 0.28 EUR |