WisdomTree US Equity Inc.U.E.USD Acc/ IE00BD6RZT93 /
| NAV25/04/2024 | Var.-0.3244 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 26.8994USD | -1.19% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 5.72 | -3.32 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 12.66% | 14.04% | 14.15% | 14.96% | 19.78% |
| Indice di Sharpe | 0.39 | 2.23 | 0.27 | 0.13 | 0.14 |
| Mese migliore | +6.52% | +6.52% | +6.52% | +12.20% | +12.36% |
| Mese peggiore | -3.32% | -4.67% | -6.60% | -7.78% | -16.46% |
| Perdita massima | -5.84% | -5.84% | -12.02% | -17.57% | -37.33% |
| Outperformance | -1.81% | - | -2.10% | -29.90% | - |
Tutte le quotazioni in USD
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| WisdomTree US Equity Inc.U.E.GBP... | reinvestment | 19.1848 | +6.41% | +13.86% | |
| WisdomTree US Equity Inc.U.E.USD... | reinvestment | 26.8994 | +7.70% | +18.32% | |
| WisdomTree US Equity Inc.U.E.EUR... | reinvestment | 20.6401 | +4.99% | +10.14% | |
| WisdomTree US Equity Inc.U.E.USD... | paying dividend | 22.6971 | +7.70% | +18.32% |
Prestazione
| YTD | +2.69% | ||
|---|---|---|---|
| 6 mesi | +16.24% | ||
| 1 anno | +7.70% | ||
| 3 anni | +18.32% | ||
| 5 anni | +37.48% | ||
| Dall'inizio | +61.64% | ||
| Anno | |||
| 2023 | -0.91% | ||
| 2022 | +7.00% | ||
| 2021 | +23.11% | ||
| 2020 | -5.78% | ||
| 2019 | +21.64% | ||
| 2018 | -7.94% | ||
| 2017 | +11.14% | ||
