WisdomTree Japan Equity U.E.USD Acc/ IE00BYQCZN58 /
| NAV2024-05-31 | Chg.+0.3596 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 28.7714USD | +1.27% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 1.73 | - |
| 2017 | 3.88 | 2.16 | -0.56 | 0.93 | 0.83 | 1.66 | 2.43 | -0.15 | 2.72 | 4.26 | 2.51 | 1.97 | +24.98% |
| 2018 | 4.42 | -1.77 | -4.12 | 0.86 | -2.24 | -2.81 | 1.06 | -0.15 | 2.75 | -8.35 | -0.84 | -7.47 | -17.84% |
| 2019 | 7.24 | -0.99 | -0.37 | 2.05 | -6.39 | 4.68 | -0.28 | -2.56 | 5.16 | 5.86 | 0.52 | 1.86 | +17.16% |
| 2020 | -2.62 | -9.31 | -10.75 | 6.20 | 5.62 | -0.57 | -3.34 | 8.71 | 0.78 | -1.28 | 10.95 | 5.36 | +7.42% |
| 2021 | 0.01 | 2.47 | 2.83 | -1.73 | 3.29 | -1.41 | -1.57 | 2.29 | 3.13 | -3.72 | -3.33 | 3.90 | +5.89% |
| 2022 | -1.26 | 0.12 | 0.02 | -8.38 | 2.02 | -7.92 | 4.75 | -1.87 | -10.89 | 2.31 | 11.50 | 1.91 | -9.38% |
| 2023 | 5.92 | -1.90 | 2.90 | 0.27 | 1.74 | 6.38 | 3.99 | -1.51 | -0.54 | -5.23 | 8.16 | 3.46 | +25.35% |
| 2024 | 5.70 | 4.50 | 3.20 | -3.58 | 0.91 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.72% | 16.26% | 16.61% | 17.72% | 18.45% |
| Sharpe ratio | 1.48 | 1.72 | 1.42 | 0.22 | 0.37 |
| Best month | +5.70% | +8.16% | +8.16% | +11.50% | +11.50% |
| Worst month | -3.58% | -3.58% | -5.23% | -10.89% | -10.89% |
| Maximum loss | -7.19% | -7.19% | -9.94% | -28.54% | -32.20% |
| Outperformance | +1.23% | - | -2.46% | -10.65% | - |
All quotes in USD
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Japan Equity U.E.GBP ... | paying dividend | 20.9817 | +49.46% | +92.24% | |
| WisdomTree Japan Equity U.E.CHF ... | reinvestment | 38.3270 | +44.89% | +80.52% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 41.7758 | +50.43% | +97.10% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 28.7714 | +27.44% | +25.15% | |
| WisdomTree Japan Equity U.E.USD ... | paying dividend | 34.0792 | +50.48% | +96.83% | |
| WisdomTree Japan Equity U.E.EUR ... | reinvestment | 33.8344 | +47.87% | +86.29% |
Performance
| YTD | +10.90% | ||
|---|---|---|---|
| 6 Months | +14.73% | ||
| 1 Year | +27.44% | ||
| 3 Years | +25.15% | ||
| 5 Years | +66.13% | ||
| 10 Years | - | ||
| Since start | +74.33% | ||
| Year | |||
| 2023 | +25.35% | ||
| 2022 | -9.38% | ||
| 2021 | +5.89% | ||
| 2020 | +7.42% | ||
| 2019 | +17.16% | ||
| 2018 | -17.84% | ||
| 2017 | +24.98% | ||
