WisdomTree Europe Equity U.E.EUR Acc/ IE00BYQCZX56 /
| NAV20/05/2024 | Var.+0.0315 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 26.3041EUR | +0.12% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.01 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 10.59% | 9.75% | 11.59% | 16.09% | 18.75% |
| Indice di Sharpe | 2.77 | 3.47 | 1.11 | 0.34 | 0.28 |
| Mese migliore | +5.67% | +7.64% | +7.64% | +9.19% | +12.79% |
| Mese peggiore | -3.20% | -3.20% | -3.56% | -9.94% | -16.56% |
| Perdita massima | -4.08% | -4.08% | -10.50% | -23.60% | -36.91% |
| Outperformance | +2.29% | - | +2.12% | +5.50% | - |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| WisdomTree Europe Equity U.E.GBP... | paying dividend | 15.6582 | +18.03% | +33.91% | |
| WisdomTree Europe Equity U.E.CHF... | reinvestment | 24.8898 | +13.85% | +25.96% | |
| WisdomTree Europe Equity U.E.USD... | reinvestment | 34.2134 | +18.98% | +38.32% | |
| WisdomTree Europe Equity U.E.EUR... | reinvestment | 26.3041 | +16.60% | +30.47% | |
| WisdomTree Europe Equity U.E.USD... | paying dividend | 27.0443 | +18.96% | +38.25% |
Prestazione
| YTD | +11.53% | ||
|---|---|---|---|
| 6 mesi | +17.18% | ||
| 1 anno | +16.60% | ||
| 3 anni | +30.47% | ||
| 5 anni | +54.93% | ||
| 10 anni | - | ||
| Dall'inizio | +87.20% | ||
| Anno | |||
| 2023 | +22.75% | ||
| 2022 | -12.26% | ||
| 2021 | +23.05% | ||
| 2020 | -4.01% | ||
| 2019 | +23.88% | ||
| 2018 | -11.55% | ||
| 2017 | +12.16% | ||
