WisdomTree Gold 1x Daily Short/ JE00B24DKC09 /
| NAV14/06/2024 | Diferencia-0.0736 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 13.1525EUR | -0.56% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | -1.61 | 11.82 | -2.72 | - |
| 2016 | -4.90 | -10.51 | -5.01 | -5.05 | 8.88 | -8.09 | -2.96 | 3.67 | -1.55 | 5.79 | 11.85 | 2.19 | -8.01% |
| 2017 | -7.15 | -1.92 | -0.37 | -3.29 | -3.61 | 1.01 | -5.22 | -4.65 | 3.28 | 2.47 | -2.60 | -3.29 | -23.04% |
| 2018 | -5.84 | 3.92 | -1.84 | 2.94 | 5.03 | 3.91 | 2.30 | 2.70 | 1.04 | 0.76 | -0.40 | -5.27 | +8.90% |
| 2019 | -3.19 | 1.46 | 3.23 | 1.15 | -0.97 | -9.37 | 1.34 | -5.14 | 4.70 | -5.08 | 4.43 | -5.11 | -12.86% |
| 2020 | -2.52 | 1.83 | -3.16 | -6.22 | -4.54 | -3.95 | -12.82 | -1.43 | 6.08 | 1.20 | 2.51 | -8.42 | -28.42% |
| 2021 | 2.88 | 6.66 | 3.84 | -5.49 | -8.76 | 10.38 | -2.52 | 0.03 | 5.02 | -2.52 | 3.86 | -3.65 | +8.33% |
| 2022 | 3.09 | -6.44 | -2.01 | 7.44 | 1.94 | 4.55 | 5.00 | 4.51 | 5.81 | 0.89 | -9.91 | -7.08 | +6.13% |
| 2023 | -6.92 | 8.52 | -9.19 | -2.34 | 5.47 | 0.55 | -2.92 | 4.09 | 8.20 | -6.19 | -4.94 | -1.89 | -9.11% |
| 2024 | 3.12 | 1.21 | -7.02 | -1.75 | -2.31 | 1.42 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 16.59% | 17.29% | 16.19% | 18.44% | 19.47% |
| Índice de Sharpe | -0.94 | -1.01 | -0.73 | -0.24 | -0.65 |
| El mes mejor | +3.12% | +3.12% | +8.20% | +10.38% | +10.38% |
| El mes peor | -7.02% | -7.02% | -7.02% | -9.91% | -12.82% |
| Pérdida máxima | -17.80% | -17.80% | -24.40% | -34.62% | -41.28% |
| Rendimiento superior | -19.86% | - | -19.50% | -27.65% | -27.34% |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | -5.54% | ||
|---|---|---|---|
| 6 Meses | -7.12% | ||
| Promedio móvil | -8.16% | ||
| 3 Años | -2.28% | ||
| 5 Años | -37.38% | ||
| 10 Años | - | ||
| Desde el principio | -47.78% | ||
| Año | |||
| 2023 | -9.11% | ||
| 2022 | +6.13% | ||
| 2021 | +8.33% | ||
| 2020 | -28.42% | ||
| 2019 | -12.86% | ||
| 2018 | +8.90% | ||
| 2017 | -23.04% | ||
| 2016 | -8.01% | ||
