WisdomTree US Equity Inc.U.E.USD Acc/ IE00BD6RZT93 /
NAV2024-03-27 | Chg.+0.5189 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
27.5967USD | +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 | - | - | - | - | - | - | - | - | - | - | - | 2.66 | - |
2017 | -0.32 | 3.35 | -0.54 | -0.36 | 0.35 | 0.38 | 1.30 | -0.55 | 2.31 | 0.38 | 3.49 | 0.92 | +11.14% |
2018 | 1.36 | -6.08 | -1.07 | 0.40 | 1.44 | 1.40 | 2.74 | 1.17 | 0.12 | -3.44 | 3.27 | -8.78 | -7.94% |
2019 | 7.90 | 2.22 | 1.32 | 1.46 | -5.67 | 5.83 | 0.64 | -1.92 | 4.36 | 0.91 | 1.32 | 2.04 | +21.64% |
2020 | -2.86 | -8.89 | -16.46 | 10.19 | 1.88 | -0.98 | 2.48 | 2.26 | -3.62 | -1.75 | 12.36 | 2.81 | -5.78% |
2021 | -1.16 | 3.21 | 7.92 | 3.20 | 2.00 | -1.95 | 0.98 | 2.59 | -3.90 | 2.59 | -0.98 | 7.14 | +23.11% |
2022 | 2.40 | 0.05 | 4.19 | -3.46 | 5.78 | -7.65 | 3.91 | -2.62 | -7.78 | 12.20 | 5.37 | -3.66 | +7.00% |
2023 | 3.54 | -3.84 | -3.33 | -1.25 | -6.60 | 4.82 | 4.83 | -2.89 | -3.13 | -4.67 | 6.34 | 6.52 | -0.91% |
2024 | -1.00 | 1.48 | 4.86 | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.11% | 13.93% | 13.89% | 14.84% | 19.71% |
Sharpe ratio | 1.75 | 1.89 | 0.57 | 0.24 | 0.17 |
Best month | +6.52% | +6.52% | +6.52% | +12.20% | +12.36% |
Worst month | -1.00% | -4.67% | -6.60% | -7.78% | -16.46% |
Maximum loss | -3.58% | -6.65% | -12.02% | -17.57% | -37.33% |
Outperformance | -1.81% | - | -2.10% | -29.90% | - |
All quotes in USD
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 | +5.35% | ||
---|---|---|---|
6 Months | +14.00% | ||
1 Year | +11.77% | ||
3 Years | +24.27% | ||
5 Years | +41.59% | ||
Since start | +65.83% | ||
Year | |||
2023 | -0.91% | ||
2022 | +7.00% | ||
2021 | +23.11% | ||
2020 | -5.78% | ||
2019 | +21.64% | ||
2018 | -7.94% | ||
2017 | +11.14% |