NAV3/5/2021 Chg.+0.0886 Type of yield Investment Focus Investment company
4.3091EUR +2.10% reinvestment ETC Worldwide Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - - - - 10.36 4.76 -0.06 -
2007 -0.04 1.49 -6.81 -4.77 7.96 1.40 0.08 2.98 7.54 -4.14 2.06 8.66 +16.12%
2008 4.65 13.69 -19.65 3.48 -1.66 13.29 -9.95 1.59 -12.65 -7.75 -4.45 -3.74 -25.28%
2009 7.36 -7.19 1.56 5.03 4.21 -9.34 -0.80 0.65 -4.02 2.55 5.34 5.14 +9.29%
2010 -6.46 5.13 -7.67 5.27 2.12 2.40 6.98 5.02 1.89 10.92 2.55 12.62 +46.57%
2011 1.44 0.22 -4.74 -4.59 1.37 -8.73 3.49 8.65 -12.83 0.06 -2.93 7.66 -12.38%
2012 -1.43 1.26 0.44 0.22 -3.67 10.92 17.97 -1.87 -6.61 -3.99 -3.24 -5.74 +1.63%
2013 0.07 -0.10 -0.75 -3.01 1.78 -4.59 -5.33 3.52 -5.00 -2.74 0.23 -3.49 -18.14%
2014 1.23 8.76 5.13 2.80 -5.68 -6.92 -5.25 -0.80 -5.99 10.57 -0.77 1.17 +2.48%
2015 0.89 2.78 -1.26 -4.72 -1.45 10.98 -10.39 -5.30 2.46 2.46 1.62 -3.95 -7.22%
2016 -0.34 -3.25 -0.48 6.43 6.28 1.98 -8.04 -4.51 3.13 5.69 0.40 -1.88 +4.38%
2017 0.76 1.32 -6.54 -3.10 -5.38 1.37 -2.40 -7.54 0.40 0.56 -1.91 -2.25 -22.53%
2018 -2.47 6.84 -6.15 5.81 4.01 -10.57 2.24 -5.53 -1.86 4.58 0.45 -3.46 -7.47%
2019 2.57 -3.21 -0.92 -3.28 8.01 -1.69 -3.06 -4.09 5.14 -0.60 0.57 3.78 +2.46%
2020 -4.11 -0.84 -3.34 -5.53 -2.54 0.78 -2.73 4.18 5.37 4.54 2.86 7.86 +5.61%
2021 5.48 3.77 1.65 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.29% 16.77% 16.53% 14.93% 15.09%
Sharpe ratio 4.15 4.93 1.57 0.18 -0.07
Best month +7.86% +7.86% +7.86% +8.01% +8.01%
Worst month +1.65% +1.65% -5.53% -10.57% -10.57%
Maximum loss -5.86% -5.86% -15.20% -29.87% -46.28%
Outperformance +3.20% - +4.03% +4.43% -0.03%
 
All quotes in EUR

Performance

YTD  
+11.26%
6 Months  
+34.20%
1 Year  
+25.46%
3 Years  
+6.50%
5 Years
  -7.43%
Since start  
+2.47%
Year
2020  
+5.61%
2019  
+2.46%
2018
  -7.47%
2017
  -22.53%
2016  
+4.38%
2015
  -7.22%
2014  
+2.48%
2013
  -18.14%
2012  
+1.63%