WisdomTree Gold/ GB00B15KXX56 /
NAV2024-07-25 | Chg.-43.6438 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
1,877.2102GBP | -2.27% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -3.11 | -8.33 | 0.29 | 2.59 | 4.85 | -4.44 | 1.60 | 0.99 | -1.42 | -0.89 | 3.15 | 1.32 | -4.07% |
2022 | -1.37 | 5.69 | 4.52 | 2.48 | -4.05 | 1.39 | -2.60 | 1.31 | 1.10 | -4.73 | 3.06 | 3.00 | +9.60% |
2023 | 3.44 | -3.79 | 5.17 | -0.91 | -0.17 | -4.79 | 1.23 | -0.25 | -1.13 | 7.89 | -1.73 | 0.34 | +4.69% |
2024 | -0.74 | 0.41 | 8.40 | 4.16 | -0.42 | 0.82 | -0.99 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.76% | 13.95% | 12.79% | 13.63% | -% |
Sharpe ratio | 1.34 | 1.91 | 1.10 | 0.45 | - |
Best month | +8.40% | +8.40% | +8.40% | +8.40% | - |
Worst month | -0.99% | -0.99% | -1.73% | -4.79% | - |
Maximum loss | -6.75% | -6.75% | -6.75% | -10.19% | - |
Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
WisdomTree Gold | reinvestment | 1,877.2102 | +17.71% | +32.55% | |
WisdomTree Gold H | reinvestment | 8.5647 | +15.51% | +15.38% |
Performance
YTD | +11.86% | ||
---|---|---|---|
6 Months | +14.14% | ||
1 Year | +17.71% | ||
3 Years | +32.55% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +23.12% | ||
Year | |||
2023 | +4.69% | ||
2022 | +9.60% | ||
2021 | -4.07% |