NAV24.05.2024 Diff.+0.0144 Ertragstyp Ausrichtung Fondsgesellschaft
24.7544CHF +0.06% thesaurierend Aktien Europa Wisdom Tree M. 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - - - - - - 6.91 -
2017 -0.78 4.28 5.26 3.11 0.46 -3.23 -0.18 -0.79 5.08 2.16 -2.73 -0.99 +11.76%
2018 2.87 -3.81 -1.60 4.15 -0.59 -0.73 3.38 -2.92 -1.19 -5.81 -0.51 -5.39 -12.01%
2019 6.17 3.87 1.54 5.79 -6.15 5.59 0.05 -2.41 3.43 0.69 2.63 0.84 +23.55%
2020 -3.49 -9.06 -16.56 8.22 3.75 4.92 -0.83 3.81 0.18 -5.66 12.95 1.19 -4.06%
2021 -0.21 0.74 8.93 1.51 2.80 1.45 2.11 2.19 -4.23 3.20 -2.73 5.48 +22.68%
2022 -3.85 -4.68 0.27 -0.33 0.23 -9.69 7.26 -6.18 -5.16 7.80 7.58 -4.64 -12.50%
2023 9.15 3.93 2.05 -0.14 -3.10 4.48 2.31 -3.78 -2.48 -3.60 7.32 3.22 +19.97%
2024 1.32 5.59 4.17 -3.44 2.29 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10.48% 9.78% 11.52% 15.97% 18.63%
Sharpe Ratio 2.29 2.77 1.07 0.23 0.24
Bester Monat +5.59% +7.32% +7.32% +9.15% +12.95%
Schlechtester Monat -3.44% -3.44% -3.78% -9.69% -16.56%
Maximaler Verlust -4.35% -4.35% -11.01% -23.57% -36.66%
Outperformance +6.90% - +6.01% +9.99% -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
WisdomTree Europe Equity U.E.GBP... ausschüttend 15.5850 +20.49% +32.34%
WisdomTree Europe Equity U.E.CHF... thesaurierend 24.7544 +16.16% +24.38%
WisdomTree Europe Equity U.E.USD... thesaurierend 34.0516 +21.42% +36.65%
WisdomTree Europe Equity U.E.EUR... thesaurierend 26.1754 +19.05% +28.90%
WisdomTree Europe Equity U.E.USD... ausschüttend 26.9163 +21.38% +36.59%

Performance

lfd. Jahr  
+10.10%
6 Monate  
+14.30%
1 Jahr  
+16.16%
3 Jahre  
+24.38%
5 Jahre  
+48.46%
10 Jahre     -
seit Beginn  
+77.17%
Jahr
2023  
+19.97%
2022
  -12.50%
2021  
+22.68%
2020
  -4.06%
2019  
+23.55%
2018
  -12.01%
2017  
+11.76%