WisdomTree Japan Equity U.E.USD Acc H/ IE00BYQCZD50 /
| NAV28/05/2024 | Chg.+0.5199 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 41.7265USD | +1.26% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | 1.07 | 0.12 | 3.39 | 0.85 | -0.41 | 5.05 | 5.34 | 1.07 | 2.81 | - |
| 2018 | 1.33 | -3.95 | -4.24 | 3.83 | -2.76 | -0.71 | 2.29 | -0.89 | 5.33 | -8.78 | -0.03 | -10.60 | -18.65% |
| 2019 | 6.64 | 1.44 | -0.72 | 2.88 | -8.72 | 4.10 | 0.72 | -4.65 | 7.13 | 6.11 | 1.97 | 1.37 | +18.49% |
| 2020 | -2.75 | -9.65 | -10.48 | 5.37 | 6.37 | -0.40 | -5.32 | 8.31 | 1.00 | -2.22 | 10.72 | 4.40 | +2.81% |
| 2021 | 1.42 | 4.25 | 6.55 | -2.81 | 3.92 | -0.45 | -2.68 | 2.40 | 4.68 | -1.54 | -3.74 | 5.39 | +18.03% |
| 2022 | -1.19 | 0.09 | 5.18 | -1.94 | 1.38 | -2.51 | 3.22 | 1.96 | -6.35 | 5.26 | 5.48 | -3.37 | +6.61% |
| 2023 | 4.82 | 3.03 | 1.00 | 2.88 | 4.67 | 10.29 | 2.66 | 1.33 | 2.32 | -3.27 | 6.26 | -0.86 | +40.51% |
| 2024 | 9.68 | 7.31 | 4.75 | 0.74 | -0.13 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 14.67% | 14.85% | 15.48% | 15.83% | 17.47% |
| Ratio de Sharpe | 4.74 | 3.09 | 2.81 | 1.35 | 0.99 |
| Le meilleur mois | +9.68% | +9.68% | +10.29% | +10.29% | +10.72% |
| Le plus défavorable mois | -0.86% | -0.86% | -3.27% | -6.35% | -10.48% |
| Perte maximale | -4.67% | -4.67% | -8.87% | -11.61% | -31.67% |
| Surperformance | -5.79% | - | -6.57% | -11.44% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| WisdomTree Japan Equity U.E.GBP ... | paying dividend | 20.9552 | +46.38% | +91.19% | |
| WisdomTree Japan Equity U.E.CHF ... | reinvestment | 38.3124 | +42.05% | +79.68% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 41.7265 | +47.36% | +96.01% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 28.8115 | +24.34% | +23.95% | |
| WisdomTree Japan Equity U.E.USD ... | paying dividend | 34.0390 | +47.41% | +95.74% | |
| WisdomTree Japan Equity U.E.EUR ... | reinvestment | 33.7998 | +44.92% | +85.30% |
Performance
| CAD | +24.04% | ||
|---|---|---|---|
| 6 Mois | +22.14% | ||
| 1 An | +47.36% | ||
| 3 Ans | +96.01% | ||
| 5 Ans | +160.27% | ||
| 10 ans | - | ||
| Depuis le début | +156.60% | ||
| Année | |||
| 2023 | +40.51% | ||
| 2022 | +6.61% | ||
| 2021 | +18.03% | ||
| 2020 | +2.81% | ||
| 2019 | +18.49% | ||
| 2018 | -18.65% | ||
