WisdomTree Europe Equity Inc.U.E.EUR Dis/ IE00BQZJBX31 /
| NAV21/05/2024 | Chg.-0.0437 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 13.1635EUR | -0.33% | paying dividend | Equity Europe | Wisdom Tree M. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - | - | - | - | - | - | - | - |
Mois uniques : Dividendes non pris en compte
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 9.00% | 8.61% | 10.31% | 13.36% | 18.17% |
| Ratio de Sharpe | 2.02 | 2.93 | 1.15 | 0.41 | 0.10 |
| Le meilleur mois | +4.17% | +4.97% | +4.97% | +7.61% | +15.82% |
| Le plus défavorable mois | -0.72% | -0.72% | -3.41% | -8.81% | -19.47% |
| Perte maximale | -3.64% | -3.64% | -6.33% | -16.60% | -39.70% |
| Surperformance | -7.10% | - | -11.27% | -26.03% | - |
Toutes les cotations dans EUR
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +7.91% | ||
|---|---|---|---|
| 6 Mois | +13.47% | ||
| 1 An | +15.68% | ||
| 3 Ans | +30.42% | ||
| 5 Ans | +31.55% | ||
| 10 ans | - | ||
| Depuis le début | +44.79% | ||
| Année | |||
| 2023 | +15.66% | ||
| 2022 | -0.46% | ||
| 2021 | +18.90% | ||
| 2020 | -18.30% | ||
| 2019 | +20.53% | ||
| 2018 | -7.26% | ||
| 2017 | +9.21% | ||
| 2016 | +8.00% | ||
Dividendes
| 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 |
