WisdomTree US Equity Inc.U.E.GBP Acc H/ IE00BD6RZZ53 /
NAV2024-03-27 | Chg.+0.3710 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
19.6917GBP | +1.92% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 2.58 | - |
2017 | -0.42 | 3.35 | -0.62 | -0.42 | 0.27 | 0.28 | 1.18 | -0.66 | 2.12 | 0.27 | 3.32 | 0.79 | +9.75% |
2018 | 1.18 | -6.37 | -1.18 | 0.27 | 1.30 | 1.25 | 2.64 | 1.04 | 0.00 | -3.66 | 3.13 | -8.99 | -9.72% |
2019 | 7.44 | 2.03 | 1.18 | 1.30 | -5.99 | 5.63 | 0.55 | -2.09 | 4.18 | 0.71 | 1.22 | 1.84 | +18.80% |
2020 | -2.97 | -9.27 | -17.13 | 9.96 | 1.89 | -0.77 | 2.20 | 2.20 | -3.75 | -1.77 | 11.96 | 2.70 | -7.91% |
2021 | -1.19 | 3.16 | 7.96 | 3.17 | 1.97 | -2.01 | 0.96 | 2.59 | -3.99 | 2.55 | -1.05 | 6.95 | +22.43% |
2022 | 2.42 | 0.06 | 4.23 | -3.68 | 5.89 | -8.01 | 3.85 | -2.74 | -8.21 | 11.76 | 5.14 | -3.77 | +5.06% |
2023 | 3.38 | -3.96 | -3.32 | -1.31 | -6.74 | 4.65 | 4.73 | -2.95 | -3.29 | -4.72 | 6.03 | 6.42 | -2.30% |
2024 | -1.02 | 1.45 | 4.85 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.18% | 13.84% | 13.84% | 14.94% | 20.33% |
Sharpe ratio | 1.71 | 1.81 | 0.47 | 0.15 | 0.08 |
Best month | +6.42% | +6.42% | +6.42% | +11.76% | +11.96% |
Worst month | -1.02% | -4.72% | -6.74% | -8.21% | -17.13% |
Maximum loss | -3.61% | -6.70% | -12.48% | -19.02% | -40.75% |
Outperformance | -0.88% | - | -0.20% | -26.51% | - |
All quotes in GBP
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
WisdomTree US Equity Inc.U.E.GBP... | reinvestment | 19.6917 | +10.39% | +19.58% | |
WisdomTree US Equity Inc.U.E.USD... | reinvestment | 27.5967 | +11.77% | +24.27% | |
WisdomTree US Equity Inc.U.E.EUR... | reinvestment | 21.2018 | +8.90% | +15.66% | |
WisdomTree US Equity Inc.U.E.USD... | paying dividend | 23.4771 | +11.77% | +24.30% |
Performance
YTD | +5.28% | ||
---|---|---|---|
6 Months | +13.46% | ||
1 Year | +10.39% | ||
3 Years | +19.58% | ||
5 Years | +30.99% | ||
Since start | +47.31% | ||
Year | |||
2023 | -2.30% | ||
2022 | +5.06% | ||
2021 | +22.43% | ||
2020 | -7.91% | ||
2019 | +18.80% | ||
2018 | -9.72% | ||
2017 | +9.75% |