WisdomTree Energy Longer Dated/ DE000A0SVX42 /
| NAV8/15/2022 | Chg.-0.3905 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 38.0468EUR | -1.02% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | - | - | 8.45 | - |
| 2008 | -1.49 | 9.66 | -0.82 | 11.49 | 12.00 | 10.08 | -17.56 | -2.79 | -8.89 | -16.51 | -13.30 | -20.40 | -38.04% |
| 2009 | -2.58 | -4.37 | -1.61 | -3.65 | 12.64 | 3.95 | -2.40 | -4.99 | -0.20 | 4.27 | -1.73 | 5.84 | +3.79% |
| 2010 | -4.89 | 4.94 | -2.37 | 6.46 | -3.36 | 0.31 | -4.49 | -5.81 | -3.38 | -2.60 | 8.21 | 5.79 | -2.54% |
| 2011 | 0.24 | 0.12 | 3.54 | 1.33 | -4.15 | -6.98 | -0.39 | -4.76 | -4.39 | 4.53 | 4.73 | -1.02 | -7.73% |
| 2012 | -2.54 | 3.38 | -5.29 | 0.59 | -5.36 | -1.67 | 7.68 | 1.45 | -1.26 | -3.54 | -0.29 | -2.24 | -9.41% |
| 2013 | 0.75 | 1.32 | 7.89 | -3.71 | -2.83 | -2.75 | 2.30 | 3.63 | -5.62 | -2.13 | 1.68 | 3.23 | +3.01% |
| 2014 | 0.23 | 1.94 | -1.21 | 1.87 | 0.55 | 2.00 | -4.49 | 1.42 | -0.89 | -7.66 | -9.71 | -15.10 | -28.33% |
| 2015 | 1.10 | 8.77 | -4.24 | 7.26 | -0.47 | -2.15 | -13.29 | -0.53 | -8.94 | -0.65 | -3.99 | -11.50 | -27.07% |
| 2016 | -5.41 | -6.87 | 2.57 | 11.84 | 6.12 | 2.46 | -10.67 | 3.66 | 3.36 | 0.22 | 7.11 | 9.11 | +23.19% |
| 2017 | -7.68 | -0.31 | -2.50 | -4.08 | -6.35 | -4.85 | 0.52 | -3.65 | 8.41 | 4.16 | 1.04 | 2.79 | -12.87% |
| 2018 | 0.50 | -3.15 | 3.21 | 7.78 | 6.82 | 2.04 | -3.88 | 3.70 | 4.23 | -4.07 | -12.05 | -7.93 | -4.76% |
| 2019 | 9.56 | 6.88 | 1.51 | 3.25 | -11.32 | 1.20 | 2.62 | -5.79 | 2.27 | -0.80 | 0.85 | 5.46 | +14.89% |
| 2020 | -10.95 | -10.44 | -22.34 | -0.64 | 5.98 | 2.44 | -1.22 | 6.32 | -3.80 | -3.67 | 4.46 | 0.61 | -31.67% |
| 2021 | 5.91 | 13.64 | 0.79 | 4.63 | 2.03 | 13.67 | 3.72 | 0.09 | 17.95 | 1.43 | -9.33 | 5.19 | +74.39% |
| 2022 | 19.66 | 3.02 | 17.60 | 18.96 | 7.75 | -11.68 | 14.62 | -2.60 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 41.74% | 44.44% | 36.97% | 32.80% | 28.33% |
| Sharpe ratio | 4.30 | 2.98 | 3.06 | 1.02 | 0.78 |
| Best month | +19.66% | +18.96% | +19.66% | +19.66% | +19.66% |
| Worst month | -11.68% | -11.68% | -11.68% | -22.34% | -22.34% |
| Maximum loss | -22.80% | -22.80% | -22.80% | -44.83% | -50.97% |
| Outperformance | +7.81% | - | +7.32% | +10.12% | +12.31% |
All quotes in EUR
Performance
| YTD | +83.24% | ||
|---|---|---|---|
| 6 Months | +52.08% | ||
| 1 Year | +113.44% | ||
| 3 Years | +139.46% | ||
| 5 Years | +175.12% | ||
| Since start | -24.57% | ||
| Year | |||
| 2021 | +74.39% | ||
| 2020 | -31.67% | ||
| 2019 | +14.89% | ||
| 2018 | -4.76% | ||
| 2017 | -12.87% | ||
| 2016 | +23.19% | ||
| 2015 | -27.07% | ||
| 2014 | -28.33% | ||
| 2013 | +3.01% | ||