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 | Mrz | 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% | ||
