NAV5/20/2024 Chg.+15.6188 Type of yield Investment Focus Investment company
1,974.4448GBP +0.80% 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 4.56 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.30% 12.07% 11.53% 13.36% -%
Sharpe ratio 4.02 3.37 1.28 0.52 -
Best month +8.40% +8.40% +8.40% +8.40% -
Worst month -0.74% -1.73% -4.79% -4.79% -
Maximum loss -5.15% -5.15% -7.50% -10.19% -
Outperformance - - - - -
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
WisdomTree Gold reinvestment 1,974.4448 +18.51% +36.13%
WisdomTree Gold H reinvestment 8.9263 +18.80% +14.35%

Performance

YTD  
+17.65%
6 Months  
+20.02%
1 Year  
+18.51%
3 Years  
+36.13%
5 Years     -
10 Years     -
Since start  
+29.50%
Year
2023  
+4.69%
2022  
+9.60%
2021
  -4.07%