WisdomTree Long SEK Short EUR/ JE00B3MQG751 /
| NAV24/05/2024 | Chg.+0.1974 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 38.1714EUR | +0.52% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | -0.67 | -0.98 | 2.69 | 4.82 | 0.24 | -1.01 | -1.87 | -0.68 | 0.99 | - |
| 2013 | -0.69 | 2.50 | 0.94 | -2.17 | -0.93 | -1.81 | 1.07 | -0.85 | 0.66 | -1.17 | -1.15 | 0.52 | -3.12% |
| 2014 | 0.22 | -0.26 | -1.05 | -1.15 | -0.90 | -0.45 | -0.99 | 0.57 | 0.78 | -1.84 | -0.13 | -2.13 | -7.12% |
| 2015 | 1.41 | -0.29 | 0.92 | -1.11 | -0.20 | 1.22 | -2.52 | -0.24 | 1.23 | -0.29 | 1.73 | 0.42 | +2.23% |
| 2016 | -1.39 | -0.68 | 0.91 | 0.44 | -1.30 | -1.30 | -1.47 | -0.21 | -0.89 | -2.75 | 0.88 | 2.08 | -5.61% |
| 2017 | 1.30 | -1.38 | 0.11 | -1.10 | -1.33 | 1.23 | 0.70 | 0.63 | -2.12 | -1.23 | -2.02 | 0.90 | -4.30% |
| 2018 | 0.30 | -3.32 | -2.05 | -2.67 | 2.28 | -1.46 | 1.41 | -3.46 | 2.75 | -0.43 | 0.34 | 1.48 | -4.98% |
| 2019 | -2.52 | -1.37 | 0.79 | -2.40 | 0.32 | 0.25 | -1.24 | -1.24 | 0.61 | -0.41 | 1.70 | 0.26 | -5.21% |
| 2020 | -1.76 | 0.19 | -2.18 | 1.47 | 1.98 | -0.03 | 1.06 | 0.10 | -1.85 | 1.09 | 1.24 | 1.61 | +2.85% |
| 2021 | -0.84 | -0.86 | -0.61 | 0.50 | 0.26 | -0.16 | -0.72 | -0.09 | 0.45 | 1.88 | -2.84 | -0.96 | -3.99% |
| 2022 | -1.74 | -1.42 | 2.09 | 0.24 | -1.55 | -2.27 | 2.98 | -2.86 | -1.69 | -0.45 | -0.53 | -1.28 | -8.30% |
| 2023 | -2.14 | 2.89 | -1.73 | -0.41 | -2.25 | -1.39 | 1.90 | -2.39 | 3.50 | -2.39 | 3.49 | 2.90 | +1.65% |
| 2024 | -0.59 | 0.42 | -2.86 | -1.39 | 1.72 | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 5.47% | 5.67% | 6.97% | 7.02% | 6.71% |
| Ratio de Sharpe | -1.94 | -0.64 | -0.24 | -1.10 | -0.87 |
| Le meilleur mois | +2.90% | +3.49% | +3.50% | +3.50% | +3.50% |
| Le plus défavorable mois | -2.86% | -2.86% | -2.86% | -2.86% | -2.86% |
| Perte maximale | -4.55% | -5.36% | -5.36% | -17.73% | -17.73% |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans EUR
Performance
| CAD | -2.72% | ||
|---|---|---|---|
| 6 Mois | +0.09% | ||
| 1 An | +2.11% | ||
| 3 Ans | -11.37% | ||
| 5 Ans | -9.74% | ||
| 10 ans | -29.04% | ||
| Depuis le début | -30.80% | ||
| Année | |||
| 2023 | +1.65% | ||
| 2022 | -8.30% | ||
| 2021 | -3.99% | ||
| 2020 | +2.85% | ||
| 2019 | -5.21% | ||
| 2018 | -4.98% | ||
| 2017 | -4.30% | ||
| 2016 | -5.61% | ||
| 2015 | +2.23% | ||
