WisdomTree Europe Equity U.E.GBP Dis H/ IE00BYQCZQ89 /
| NAV21/05/2024 | Chg.-0.0509 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 15.6073GBP | -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 | - | - | - | - | - | - | - | - | - | - | - | -7.53 | - |
| 2016 | -4.92 | -2.43 | 3.31 | 0.53 | 2.83 | -5.17 | 5.80 | 1.55 | 0.20 | 1.22 | -0.80 | 7.19 | +8.85% |
| 2017 | -0.66 | 4.39 | 5.31 | 3.13 | 0.51 | -3.02 | -0.18 | -0.81 | 4.55 | 2.52 | -2.63 | -0.78 | +12.55% |
| 2018 | 2.97 | -3.80 | -1.35 | 4.28 | -0.44 | -0.63 | 3.51 | -2.87 | -1.08 | -5.62 | -0.29 | -5.29 | -10.62% |
| 2019 | 6.06 | 3.95 | 1.67 | 5.83 | -6.28 | 5.79 | 0.17 | -2.30 | 3.54 | 0.79 | 2.69 | 1.02 | +24.58% |
| 2020 | -3.37 | -9.23 | -17.08 | 8.10 | 3.96 | 5.05 | -0.80 | 3.90 | 0.19 | -5.58 | 12.73 | 1.26 | -4.43% |
| 2021 | -0.07 | 0.81 | 8.82 | 1.64 | 2.82 | 1.57 | 2.19 | 2.30 | -4.19 | 3.28 | -2.73 | 5.53 | +23.56% |
| 2022 | -3.68 | -4.68 | 0.41 | -0.20 | 0.40 | -9.93 | 7.43 | -6.04 | -5.19 | 7.55 | 7.94 | -4.40 | -11.64% |
| 2023 | 9.26 | 4.16 | 2.36 | 0.12 | -2.79 | 4.78 | 2.62 | -3.41 | -2.19 | -3.34 | 7.65 | 3.66 | +24.24% |
| 2024 | 1.59 | 5.79 | 4.37 | -3.10 | 2.74 | - | - | - | - | - | - | - | - |
Mois uniques : Dividendes non pris en compte
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.56% | 9.76% | 11.56% | 16.08% | 19.18% |
| Ratio de Sharpe | 2.80 | 3.63 | 1.20 | 0.38 | 0.30 |
| Le meilleur mois | +5.79% | +7.65% | +7.65% | +9.26% | +12.73% |
| Le plus défavorable mois | -3.10% | -3.10% | -3.41% | -9.93% | -17.08% |
| Perte maximale | -3.98% | -3.98% | -10.21% | -23.24% | -38.86% |
| Surperformance | +6.26% | - | +4.45% | +6.39% | - |
Toutes les cotations dans GBP
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| 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
| CAD | +11.67% | ||
|---|---|---|---|
| 6 Mois | +17.83% | ||
| 1 An | +17.64% | ||
| 3 Ans | +32.84% | ||
| 5 Ans | +58.03% | ||
| 10 ans | - | ||
| Depuis le début | +88.75% | ||
| Année | |||
| 2023 | +24.24% | ||
| 2022 | -11.64% | ||
| 2021 | +23.56% | ||
| 2020 | -4.43% | ||
| 2019 | +24.58% | ||
| 2018 | -10.62% | ||
| 2017 | +12.55% | ||
| 2016 | +8.85% | ||
Dividendes
| 04/01/2024 | 0.04 GBP |
| 06/07/2023 | 0.38 GBP |
| 05/01/2023 | 0.04 GBP |
| 07/07/2022 | 0.29 GBP |
| 06/01/2022 | 0.03 GBP |
| 01/07/2021 | 0.19 GBP |
| 04/01/2021 | 0.07 GBP |
| 02/07/2020 | 0.13 GBP |
| 03/01/2020 | 0.06 GBP |
| 05/07/2019 | 0.25 GBP |
| 03/01/2019 | 0.04 GBP |
| 28/06/2018 | 0.23 GBP |
| 04/01/2018 | 0.15 GBP |
| 29/06/2017 | 0.47 GBP |
| 05/01/2017 | 0.05 GBP |
| 30/06/2016 | 0.16 GBP |
| 31/03/2016 | 0.05 GBP |
