NAV5/6/2021 Chg.-0.0352 Type of yield Investment Focus Investment company
2.2889EUR -1.52% reinvestment ETC Worldwide Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - - - - -5.10 3.39 -10.72 -
2007 2.01 0.72 4.37 -2.42 -0.32 -2.32 -0.24 -6.15 4.19 11.62 -8.55 7.58 +9.13%
2008 -3.28 9.78 -0.88 11.42 11.30 9.15 -19.04 -3.04 -8.40 -18.64 -15.33 -24.45 -46.68%
2009 -4.90 -6.95 -3.92 -6.14 14.11 2.14 -3.02 -6.67 0.92 4.18 -3.31 6.04 -9.27%
2010 -5.30 5.25 -2.91 4.38 -2.81 1.82 -2.24 -9.65 -2.43 -3.38 8.55 5.57 -4.61%
2011 -1.46 -2.18 4.16 1.20 -4.35 -7.36 0.02 -5.05 -4.93 4.93 3.49 -1.54 -13.08%
2012 -4.13 2.62 -6.83 0.42 -5.58 -0.91 10.70 0.50 -0.76 -3.62 -0.54 -2.63 -11.26%
2013 0.78 1.05 8.05 -4.20 -3.06 -2.75 2.04 3.73 -6.89 -2.97 1.69 4.88 +1.37%
2014 3.79 0.10 -1.69 2.37 0.78 1.54 -5.82 1.32 -0.37 -8.47 -10.27 -19.72 -32.93%
2015 -0.09 8.92 -5.27 8.99 -0.10 -2.13 -13.80 -0.65 -9.59 -2.13 -6.50 -13.32 -32.53%
2016 -7.38 -9.66 2.77 12.92 6.04 2.77 -11.46 4.05 3.47 -0.40 7.53 9.42 +18.19%
2017 -9.60 -1.10 -2.25 -4.84 -6.41 -5.23 1.17 0.43 4.13 4.35 -0.01 3.38 -15.81%
2018 0.70 -5.24 2.72 8.18 6.10 2.69 -4.73 4.29 5.37 -3.55 -4.76 -19.33 -10.36%
2019 8.81 6.18 1.93 4.38 -11.60 1.74 2.31 -4.83 2.12 -0.85 -0.63 5.35 +14.11%
2020 -13.76 -10.93 -35.49 -3.39 9.11 1.37 -3.09 10.74 -7.57 -2.16 5.15 -0.77 -46.37%
2021 6.35 15.38 -0.59 4.41 1.51 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 27.29% 27.39% 29.91% 33.90% 30.17%
Sharpe ratio 4.07 3.67 1.22 -0.38 -0.16
Best month +15.38% +15.38% +15.38% +15.38% +15.38%
Worst month -0.77% -0.77% -7.57% -35.49% -35.49%
Maximum loss -9.71% -9.71% -15.35% -64.23% -64.23%
Outperformance -5.98% - -7.67% -8.70% -10.32%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
WisdomTree Energy reinvestment 2.2889 +35.84% -34.90%
WisdomTree Energy reinvestment 2.2889 +35.84% -34.98%

Performance

YTD  
+29.29%
6 Months  
+41.00%
1 Year  
+35.84%
3 Years
  -34.90%
5 Years
  -24.55%
Since start
  -88.98%
Year
2020
  -46.37%
2019  
+14.11%
2018
  -10.36%
2017
  -15.81%
2016  
+18.19%
2015
  -32.53%
2014
  -32.93%
2013  
+1.37%
2012
  -11.26%