WisdomTree Europe Equity U.E.EUR Acc/ IE00BYQCZX56 /
NAV5/21/2024 | Chg.-0.0865 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
26.2176EUR | -0.33% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 7.04 | - |
2017 | -0.71 | 4.33 | 5.27 | 3.12 | 0.50 | -3.17 | -0.12 | -0.78 | 4.67 | 2.46 | -2.67 | -0.90 | +12.16% |
2018 | 2.93 | -3.79 | -1.51 | 4.18 | -0.52 | -0.68 | 3.42 | -2.96 | -1.14 | -5.75 | -0.46 | -5.34 | -11.55% |
2019 | 6.17 | 3.92 | 1.61 | 5.68 | -6.22 | 5.68 | 0.10 | -2.37 | 3.49 | 0.72 | 2.66 | 0.90 | +23.88% |
2020 | -3.52 | -9.08 | -16.56 | 8.33 | 3.76 | 4.96 | -0.79 | 3.84 | 0.21 | -5.69 | 12.79 | 1.23 | -4.01% |
2021 | -0.18 | 0.78 | 8.90 | 1.54 | 2.83 | 1.47 | 2.15 | 2.20 | -4.21 | 3.29 | -2.73 | 5.51 | +23.05% |
2022 | -3.80 | -4.72 | 0.31 | -0.31 | 0.25 | -9.94 | 7.42 | -6.03 | -5.23 | 7.64 | 7.76 | -4.45 | -12.26% |
2023 | 9.19 | 4.07 | 2.22 | 0.02 | -2.94 | 4.67 | 2.53 | -3.56 | -2.28 | -3.42 | 7.64 | 3.53 | +22.75% |
2024 | 1.52 | 5.67 | 4.28 | -3.20 | 2.67 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.56% | 9.77% | 11.57% | 16.07% | 18.74% |
Sharpe ratio | 2.65 | 3.48 | 1.08 | 0.32 | 0.27 |
Best month | +5.67% | +7.64% | +7.64% | +9.19% | +12.79% |
Worst month | -3.20% | -3.20% | -3.56% | -9.94% | -16.56% |
Maximum loss | -4.08% | -4.08% | -10.50% | -23.60% | -36.91% |
Outperformance | +2.29% | - | +2.12% | +5.50% | - |
All quotes in EUR
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
WisdomTree Europe Equity U.E.GBP... | paying dividend | 15.6073 | +17.64% | +32.84% | |
WisdomTree Europe Equity U.E.CHF... | reinvestment | 24.8056 | +13.46% | +24.97% | |
WisdomTree Europe Equity U.E.USD... | reinvestment | 34.1004 | +18.59% | +37.23% | |
WisdomTree Europe Equity U.E.EUR... | reinvestment | 26.2176 | +16.21% | +29.46% | |
WisdomTree Europe Equity U.E.USD... | paying dividend | 26.9549 | +18.56% | +37.17% |
Performance
YTD | +11.16% | ||
---|---|---|---|
6 Months | +17.23% | ||
1 Year | +16.21% | ||
3 Years | +29.46% | ||
5 Years | +53.65% | ||
10 Years | - | ||
Since start | +86.58% | ||
Year | |||
2023 | +22.75% | ||
2022 | -12.26% | ||
2021 | +23.05% | ||
2020 | -4.01% | ||
2019 | +23.88% | ||
2018 | -11.55% | ||
2017 | +12.16% |