NAV2024-07-25 Chg.+0.0909 Type of yield Investment Focus Investment company
7.1730USD +1.28% reinvestment ETC Worldwide Wisdom Tree M. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 1.33 -1.59 2.30 -5.22 -1.01 3.39 -1.29 -0.32 -4.99 2.74 2.81 1.21 -1.09%
2022 0.37 -2.22 -0.37 -3.33 -2.99 1.68 3.82 0.33 -0.52 3.84 0.98 1.66 +2.99%
2023 1.22 1.76 1.37 2.15 3.01 6.04 -0.01 1.12 1.82 -1.98 -6.11 -1.59 +8.65%
2024 5.84 2.95 -0.18 -2.60 3.65 4.25 1.39 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 12.78% 13.14% 13.89% 12.30% -%
Sharpe ratio 2.09 1.27 0.33 0.43 -
Best month +5.84% +5.84% +5.84% +6.04% -
Worst month -2.60% -2.60% -6.11% -6.11% -
Maximum loss -7.49% -7.49% -14.51% -14.51% -
Outperformance - - - - -
 
All quotes in USD

Performance

YTD  
+16.07%
6 Months  
+9.72%
1 Year  
+8.27%
3 Years  
+29.45%
5 Years     -
10 Years     -
Since start  
+28.46%
Year
2023  
+8.65%
2022  
+2.99%
2021
  -1.09%