WisdomTree Long CHF Short GBP/ JE00B3SX3R93 /
NAV24/05/2024 | Chg.-16.5596 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
5,504.0410GBP | -0.30% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -1.27 | -3.65 | -2.74 | 2.64 | -1.42 | -0.07 | 1.14 | -0.25 | 0.04 | 0.24 | 2.10 | -1.00 | -4.33% |
2022 | -1.39 | 1.30 | 1.39 | -0.76 | 0.68 | 3.70 | 0.16 | 1.90 | 5.95 | -7.26 | 1.42 | 1.78 | +8.63% |
2023 | -1.63 | -0.38 | 0.35 | 0.92 | -1.27 | -0.43 | 2.00 | -0.37 | 0.25 | 1.14 | 0.31 | 2.58 | +3.44% |
2024 | -1.74 | -1.94 | -2.13 | -0.91 | -1.45 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 5.41% | 5.82% | 5.69% | 7.61% | -% |
Sharpe ratio | -4.21 | -2.19 | -1.37 | -0.29 | - |
Best month | +2.58% | +2.58% | +2.58% | +5.95% | - |
Worst month | -2.13% | -2.13% | -2.13% | -7.26% | - |
Maximum loss | -8.07% | -8.33% | -8.33% | -8.81% | - |
Outperformance | - | - | - | - | - |
All quotes in GBP
Performance
YTD | -7.90% | ||
---|---|---|---|
6 Months | -4.54% | ||
1 Year | -4.02% | ||
3 Years | +4.93% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -1.00% | ||
Year | |||
2023 | +3.44% | ||
2022 | +8.63% | ||
2021 | -4.33% |