WisdomTree Europe Equity U.E.USD A.H/ IE00BYQCZP72 /
| NAV21.05.2024 | Diff.-0.1130 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 34.1004USD | -0.33% | thesaurierend | Aktien Europa | Wisdom Tree M. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 7.20 | - |
| 2017 | -0.60 | 4.38 | 5.41 | 3.28 | 0.63 | -3.07 | -0.01 | -0.64 | 4.79 | 2.55 | -2.59 | -0.76 | +13.73% |
| 2018 | 3.15 | -3.54 | -1.29 | 4.26 | -0.32 | -0.48 | 3.62 | -2.73 | -0.95 | -5.37 | -0.23 | -5.11 | -9.14% |
| 2019 | 6.44 | 4.11 | 1.80 | 5.90 | -5.92 | 5.99 | 0.31 | -2.12 | 3.64 | 0.98 | 2.80 | 1.13 | +27.26% |
| 2020 | -3.29 | -8.84 | -16.37 | 8.41 | 3.81 | 5.03 | -0.77 | 3.89 | 0.26 | -5.60 | 13.17 | 1.33 | -2.50% |
| 2021 | -0.14 | 0.83 | 8.69 | 1.61 | 2.90 | 1.47 | 2.19 | 2.22 | -4.08 | 3.32 | -2.65 | 5.69 | +23.68% |
| 2022 | -3.70 | -4.70 | 0.42 | -0.18 | 0.36 | -9.55 | 7.42 | -5.74 | -4.86 | 7.89 | 8.31 | -4.31 | -10.04% |
| 2023 | 9.50 | 4.13 | 2.44 | 0.18 | -2.68 | 4.93 | 2.67 | -3.35 | -2.12 | -3.32 | 8.03 | 3.71 | +25.73% |
| 2024 | 1.58 | 5.76 | 4.37 | -3.08 | 2.74 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.50% | 9.72% | 11.54% | 15.93% | 18.67% |
| Sharpe Ratio | 2.81 | 3.69 | 1.28 | 0.46 | 0.38 |
| Bester Monat | +5.76% | +8.03% | +8.03% | +9.50% | +13.17% |
| Schlechtester Monat | -3.08% | -3.08% | -3.35% | -9.55% | -16.37% |
| Maximaler Verlust | -3.94% | -3.94% | -10.08% | -22.31% | -36.31% |
| Outperformance | +3.50% | - | +0.91% | +9.85% | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| WisdomTree Europe Equity U.E.GBP... | ausschüttend | 15.6073 | +17.64% | +32.84% | |
| WisdomTree Europe Equity U.E.CHF... | thesaurierend | 24.8056 | +13.46% | +24.97% | |
| WisdomTree Europe Equity U.E.USD... | thesaurierend | 34.1004 | +18.59% | +37.23% | |
| WisdomTree Europe Equity U.E.EUR... | thesaurierend | 26.2176 | +16.21% | +29.46% | |
| WisdomTree Europe Equity U.E.USD... | ausschüttend | 26.9549 | +18.56% | +37.17% |
Performance
| lfd. Jahr | +11.65% | ||
|---|---|---|---|
| 6 Monate | +18.02% | ||
| 1 Jahr | +18.59% | ||
| 3 Jahre | +37.23% | ||
| 5 Jahre | +68.28% | ||
| 10 Jahre | - | ||
| seit Beginn | +115.31% | ||
| Jahr | |||
| 2023 | +25.73% | ||
| 2022 | -10.04% | ||
| 2021 | +23.68% | ||
| 2020 | -2.50% | ||
| 2019 | +27.26% | ||
| 2018 | -9.14% | ||
| 2017 | +13.73% | ||
