WisdomTree Physical Platinum/ JE00B1VS2W53 /
| NAV23/05/2024 | Diferencia-1.2132 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 88.1599EUR | -1.36% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 9.55 | -12.06 | 1.51 | - |
| 2016 | 0.12 | 5.64 | 1.22 | 8.52 | -6.24 | 3.06 | 13.62 | -7.81 | -2.44 | -3.27 | -2.63 | -0.89 | +7.09% |
| 2017 | 6.59 | 5.56 | -9.28 | -1.19 | -3.10 | -4.05 | -1.62 | 4.20 | -6.20 | 0.89 | 0.33 | -2.33 | -10.86% |
| 2018 | 4.47 | -0.34 | -5.32 | -1.52 | 3.69 | -6.23 | -2.60 | -4.20 | 3.04 | 4.85 | -3.45 | -2.35 | -10.28% |
| 2019 | 2.97 | 6.86 | -1.07 | 4.74 | -10.55 | 1.16 | 9.11 | 8.70 | -3.22 | 1.59 | -3.39 | 6.64 | +23.93% |
| 2020 | 0.00 | -8.40 | -16.48 | 5.65 | 5.87 | -2.32 | 5.56 | 1.56 | -3.10 | -3.01 | 11.85 | 7.31 | +1.07% |
| 2021 | 3.95 | 8.53 | 1.34 | 0.14 | -5.06 | -6.72 | -1.45 | -3.73 | -2.05 | 4.89 | -3.85 | 0.82 | -4.19% |
| 2022 | 7.73 | 3.77 | -6.69 | -0.04 | 1.71 | -3.53 | 0.46 | -3.66 | 4.91 | 7.22 | 5.19 | 0.20 | +17.39% |
| 2023 | -7.40 | -3.03 | 0.65 | 7.70 | -3.33 | -12.64 | 4.65 | 4.86 | -3.49 | 1.97 | -3.47 | 6.00 | -9.18% |
| 2024 | -6.64 | -3.68 | 2.42 | 4.52 | 9.14 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 20.13% | 19.46% | 20.55% | 24.49% | 27.34% |
| Índice de Sharpe | 0.48 | 1.28 | -0.36 | -0.18 | 0.06 |
| El mes mejor | +9.14% | +9.14% | +9.14% | +9.14% | +11.85% |
| El mes peor | -6.64% | -6.64% | -12.64% | -12.64% | -16.48% |
| Pérdida máxima | -10.93% | -11.71% | -19.64% | -25.34% | -40.52% |
| Rendimiento superior | -29.43% | - | -28.08% | -49.41% | -79.84% |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +5.07% | ||
|---|---|---|---|
| 6 Meses | +13.30% | ||
| Promedio móvil | -3.53% | ||
| 3 Años | -1.67% | ||
| 5 Años | +30.71% | ||
| 10 Años | - | ||
| Desde el principio | +11.70% | ||
| Año | |||
| 2023 | -9.18% | ||
| 2022 | +17.39% | ||
| 2021 | -4.19% | ||
| 2020 | +1.07% | ||
| 2019 | +23.93% | ||
| 2018 | -10.28% | ||
| 2017 | -10.86% | ||
| 2016 | +7.09% | ||
