WisdomTree Europe Equity U.E.USD A.H/ IE00BYQCZP72 /
| NAV20/05/2024 | Diferencia+0.0420 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 34.2134USD | +0.12% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3.09 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.52% | 9.70% | 11.56% | 15.95% | 18.68% |
| Índice de Sharpe | 2.94 | 3.68 | 1.32 | 0.48 | 0.39 |
| El mes mejor | +5.76% | +8.03% | +8.03% | +9.50% | +13.17% |
| El mes peor | -3.08% | -3.08% | -3.35% | -9.55% | -16.37% |
| Pérdida máxima | -3.94% | -3.94% | -10.08% | -22.31% | -36.31% |
| Rendimiento superior | +3.50% | - | +0.91% | +9.85% | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| 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% |
Performance
| Año hasta la fecha | +12.02% | ||
|---|---|---|---|
| 6 Meses | +17.97% | ||
| Promedio móvil | +18.98% | ||
| 3 Años | +38.32% | ||
| 5 Años | +69.67% | ||
| 10 Años | - | ||
| Desde el principio | +116.03% | ||
| Año | |||
| 2023 | +25.73% | ||
| 2022 | -10.04% | ||
| 2021 | +23.68% | ||
| 2020 | -2.50% | ||
| 2019 | +27.26% | ||
| 2018 | -9.14% | ||
| 2017 | +13.73% | ||
