NAV8/15/2022 Chg.-0.0696 Type of yield Investment Focus Investment company
5.5141EUR -1.25% reinvestment ETC Worldwide Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - - - - -5.10 3.40 -10.74 -
2007 2.03 0.70 4.39 -2.41 -0.32 -2.32 -0.27 -6.16 4.21 11.61 -8.52 7.53 +9.12%
2008 -3.27 9.79 -0.85 11.38 11.34 9.14 -19.05 -3.06 -8.37 -18.62 -15.34 -24.47 -46.68%
2009 -4.91 -6.95 -3.95 -6.11 14.08 2.18 -3.05 -6.70 1.01 4.11 -3.31 6.07 -9.25%
2010 -5.31 5.27 -2.92 4.41 -2.88 1.91 -2.29 -9.69 -2.36 -3.38 8.50 5.65 -4.58%
2011 -1.53 -2.10 4.07 1.20 -4.30 -7.41 0.00 -4.97 -4.97 4.97 3.45 -1.48 -13.09%
2012 -4.14 2.62 -6.89 0.41 -5.59 -0.87 10.79 0.39 -0.66 -3.69 -0.55 -2.62 -11.29%
2013 0.85 0.98 8.06 -4.24 -2.95 -2.77 1.99 3.77 -6.85 -3.03 1.64 4.98 +1.41%
2014 3.77 0.13 -1.75 2.32 0.80 1.59 -5.87 1.39 -0.41 -8.50 -10.19 -19.70 -32.91%
2015 -0.21 8.96 -5.16 8.87 0.00 -2.22 -13.83 -0.66 -9.51 -2.20 -6.50 -13.37 -32.64%
2016 -7.41 -9.67 2.95 12.90 6.03 2.69 -11.37 3.95 3.48 -0.31 7.36 9.43 +18.21%
2017 -9.40 -1.15 -2.33 -4.78 -6.58 -5.03 1.06 0.35 4.18 4.35 0.00 3.53 -15.67%
2018 0.62 -5.23 2.60 8.23 6.14 2.75 -4.83 4.51 5.23 -3.55 -4.76 -19.33 -10.43%
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 1.69 14.67 3.64 -0.39 18.52 1.77 -14.16 3.39 +64.13%
2022 23.48 3.66 17.04 19.31 8.49 -11.59 13.47 -3.61 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 46.08% 48.53% 40.59% 38.34% 33.14%
Sharpe ratio 4.13 2.65 2.57 0.56 0.42
Best month +23.48% +19.31% +23.48% +23.48% +23.48%
Worst month -11.59% -11.59% -14.16% -35.49% -35.49%
Maximum loss -21.79% -21.79% -21.79% -58.96% -64.23%
Outperformance -5.98% - -7.67% -8.71% -10.35%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
WisdomTree Energy reinvestment 5.5141 +104.43% +80.27%
WisdomTree Energy reinvestment 5.5141 +104.43% +80.27%

Performance

YTD  
+87.52%
6 Months  
+50.80%
1 Year  
+104.43%
3 Years  
+80.27%
5 Years  
+94.60%
Since start
  -73.78%
Year
2021  
+64.13%
2020
  -46.37%
2019  
+14.11%
2018
  -10.43%
2017
  -15.67%
2016  
+18.21%
2015
  -32.64%
2014
  -32.91%
2013  
+1.41%