WisdomTree Industrial Metals/ GB00B15KYG56 /
| NAV2024-04-18 | Chg.+0.1765 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.9781EUR | +1.19% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | 7.02 | -3.03 | -2.20 | - |
| 2007 | -3.01 | 3.84 | 4.52 | 6.57 | -1.42 | -5.93 | 0.17 | -7.20 | -1.47 | -3.47 | -9.25 | -3.90 | -19.80% |
| 2008 | 7.37 | 11.94 | -8.58 | -0.07 | -6.71 | 3.38 | -5.08 | -0.22 | -9.85 | -19.48 | -10.43 | -18.08 | -46.57% |
| 2009 | 2.76 | 0.67 | 6.53 | 9.76 | -1.14 | 6.11 | 13.70 | 4.11 | -2.85 | 3.12 | 2.84 | 12.30 | +73.79% |
| 2010 | -5.95 | 8.27 | 10.13 | -1.42 | -4.38 | -5.48 | 3.89 | 1.30 | 2.72 | -0.51 | 4.65 | 9.81 | +23.49% |
| 2011 | -0.90 | 1.69 | -6.57 | -4.85 | 0.22 | -1.50 | 5.45 | -7.79 | -14.42 | 5.41 | 0.41 | -0.66 | -22.62% |
| 2012 | 9.88 | -1.44 | -5.29 | 0.97 | -3.45 | -2.16 | 0.34 | -2.03 | 8.64 | -9.94 | 6.44 | -2.16 | -1.99% |
| 2013 | -0.76 | -2.05 | -2.88 | -7.63 | 3.30 | -7.53 | -1.22 | 2.37 | -1.11 | -0.10 | -4.99 | 3.97 | -17.80% |
| 2014 | -3.30 | -0.53 | -1.39 | 2.28 | 4.25 | 2.14 | 4.49 | 1.91 | -2.72 | 2.22 | -3.02 | -1.46 | +4.54% |
| 2015 | 1.38 | 1.65 | 3.25 | 3.24 | -5.75 | -6.48 | -6.62 | -4.25 | -0.99 | -1.82 | -4.68 | 0.37 | -19.47% |
| 2016 | -1.09 | 2.87 | -4.32 | 6.53 | -4.72 | 6.87 | 2.53 | -3.84 | 4.20 | 3.77 | 13.97 | -4.63 | +22.38% |
| 2017 | 4.83 | 3.90 | -2.77 | -5.23 | -4.26 | 1.79 | 0.63 | 8.64 | -3.32 | 7.28 | -6.42 | 8.28 | +12.36% |
| 2018 | -3.53 | -0.18 | -5.81 | 5.94 | 5.90 | -4.87 | -5.01 | -3.86 | 2.24 | -3.27 | 1.82 | -6.12 | -16.42% |
| 2019 | 7.54 | 4.25 | 2.24 | -3.34 | -5.46 | -0.20 | 3.56 | 1.44 | 1.54 | -0.58 | -3.92 | 1.10 | +7.69% |
| 2020 | -6.13 | -1.80 | -9.69 | 2.42 | 1.03 | 5.79 | 1.45 | 5.69 | -0.96 | 3.64 | 7.52 | -1.97 | +5.71% |
| 2021 | 0.67 | 10.14 | 0.64 | 6.16 | 2.20 | -0.28 | 3.87 | 0.67 | -0.46 | 3.66 | 1.16 | 5.70 | +39.27% |
| 2022 | 4.37 | 5.49 | 13.21 | -1.35 | -8.01 | -14.03 | 4.12 | -1.48 | -4.00 | -1.64 | 9.73 | -1.45 | +1.86% |
| 2023 | 6.08 | -7.07 | -2.96 | -5.26 | -5.37 | -1.20 | 5.68 | -3.24 | 4.02 | -4.05 | -2.79 | 2.60 | -13.76% |
| 2024 | -0.31 | -0.27 | 1.88 | 13.12 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.83% | 12.62% | 14.79% | 21.47% | 19.36% |
| Sharpe ratio | 4.31 | 2.29 | -0.06 | 0.16 | 0.18 |
| Best month | +13.12% | +13.12% | +13.12% | +13.21% | +13.21% |
| Worst month | -0.31% | -4.05% | -5.37% | -14.03% | -14.03% |
| Maximum loss | -5.02% | -5.78% | -14.20% | -41.53% | -41.53% |
| Outperformance | -712.06% | - | -692.68% | -633.86% | -896.13% |
All quotes in EUR
Performance
| YTD | +14.59% | ||
|---|---|---|---|
| 6 Months | +15.18% | ||
| 1 Year | +3.08% | ||
| 3 Years | +23.69% | ||
| 5 Years | +42.58% | ||
| Since start | -9.39% | ||
| Year | |||
| 2023 | -13.76% | ||
| 2022 | +1.86% | ||
| 2021 | +39.27% | ||
| 2020 | +5.71% | ||
| 2019 | +7.69% | ||
| 2018 | -16.42% | ||
| 2017 | +12.36% | ||
| 2016 | +22.38% | ||
| 2015 | -19.47% | ||
