WisdomTree Short JPY Long EUR/ JE00B3KNMS14 /
NAV5/24/2024 | Chg.+0.0875 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
54.7121EUR | +0.16% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 0.47 | 1.45 | 0.18 | 1.12 | 1.44 | -1.84 | -1.35 | -0.58 | -0.53 | 1.79 | -3.38 | 2.21 | +0.83% |
2022 | -1.58 | -0.07 | 3.98 | 0.93 | 0.52 | 2.62 | -4.32 | 2.07 | 1.47 | 3.51 | -2.13 | -1.99 | +4.75% |
2023 | 0.38 | 2.51 | 0.37 | 4.23 | -0.53 | 6.26 | -0.27 | 1.38 | 0.51 | 1.85 | 1.29 | -3.02 | +15.70% |
2024 | 2.47 | 2.53 | 1.38 | 3.50 | 1.62 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.01% | 8.88% | 8.05% | 9.84% | -% |
Sharpe ratio | 3.72 | 1.28 | 2.09 | 0.59 | - |
Best month | +3.50% | +3.50% | +6.26% | +6.26% | - |
Worst month | -3.02% | -3.02% | -3.02% | -4.32% | - |
Maximum loss | -2.28% | -5.14% | -5.21% | -8.48% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +12.02% | ||
---|---|---|---|
6 Months | +7.25% | ||
1 Year | +20.62% | ||
3 Years | +31.52% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +36.90% | ||
Year | |||
2023 | +15.70% | ||
2022 | +4.75% | ||
2021 | +0.83% |