WisdomTree Precious Metals/ GB00B15KYF40 /
| NAV14/05/2024 | Chg.+0.1388 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 24.2045EUR | +0.58% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.96 | -5.47 | 0.62 | 1.02 | 6.10 | -4.10 | 1.12 | -1.03 | -2.70 | 2.13 | 2.02 | 2.15 | +0.35% |
| 2022 | -1.03 | 5.62 | 3.82 | 1.44 | -5.75 | -0.85 | 0.43 | -3.78 | 1.59 | -2.07 | 3.78 | 1.96 | +4.64% |
| 2023 | 2.39 | -4.67 | 6.36 | -0.19 | 0.81 | -4.70 | 2.78 | -0.19 | -3.43 | 6.36 | 1.00 | -1.78 | +4.06% |
| 2024 | 0.28 | -0.26 | 8.70 | 5.05 | 2.60 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.53% | 13.40% | 12.69% | 14.69% | -% |
| Sharpe ratio | 3.75 | 3.05 | 0.94 | 0.36 | - |
| Best month | +8.70% | +8.70% | +8.70% | +8.70% | - |
| Worst month | -1.78% | -1.78% | -4.70% | -5.75% | - |
| Maximum loss | -6.05% | -6.05% | -8.55% | -15.81% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Precious Metals | reinvestment | 24.2045 | +15.70% | +29.95% | |
| WisdomTree Precious Metals | reinvestment | 7.5462 | +12.75% | - |
Performance
| YTD | +17.18% | ||
|---|---|---|---|
| 6 Months | +20.12% | ||
| 1 Year | +15.70% | ||
| 3 Years | +29.95% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +28.05% | ||
| Year | |||
| 2023 | +4.06% | ||
| 2022 | +4.64% | ||
| 2021 | +0.35% | ||
