WisdomTree Enhanced Commod.U.E.GBP Acc H/ IE00BG88WH84 /
| NAV2024-05-03 | Chg.+0.0519 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.9365GBP | +0.40% | reinvestment | Special Type ETF Commodities | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | 1.52 | -2.08 | -3.78 | -2.88 | - |
| 2019 | 4.07 | 0.84 | -0.45 | -1.17 | -2.86 | 2.48 | -0.53 | -2.25 | 0.50 | 1.59 | -2.15 | 4.84 | +4.66% |
| 2020 | -6.29 | -4.66 | -8.88 | 0.39 | 2.81 | 1.81 | 5.92 | 4.61 | -2.15 | 0.51 | 2.87 | 4.21 | -0.07% |
| 2021 | 1.59 | 5.62 | -1.41 | 7.63 | 2.90 | 1.51 | 1.60 | -0.54 | 2.48 | 3.44 | -5.25 | 3.79 | +25.30% |
| 2022 | 6.32 | 6.62 | 8.38 | 3.26 | 1.14 | -8.20 | 0.03 | 0.05 | -7.42 | 2.66 | 3.03 | -3.14 | +11.82% |
| 2023 | -0.18 | -4.25 | 0.66 | -1.15 | -5.82 | 2.99 | 5.65 | -0.90 | -0.96 | -0.16 | -1.36 | -2.79 | -8.43% |
| 2024 | -0.18 | -2.12 | 4.41 | 2.38 | -0.44 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.22% | 9.68% | 10.35% | 15.25% | 13.99% |
| Sharpe ratio | 1.04 | -0.61 | -0.13 | 0.07 | 0.18 |
| Best month | +4.41% | +4.41% | +5.65% | +8.38% | +8.38% |
| Worst month | -2.79% | -2.79% | -5.82% | -8.20% | -8.88% |
| Maximum loss | -3.06% | -7.70% | -9.71% | -26.24% | -26.24% |
| Outperformance | +2.37% | - | +7.09% | +6.97% | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Enhanced Commod.U.E.C... | reinvestment | 12.6871 | -1.22% | +8.07% | |
| WisdomTree Enhanced Commod.U.E.G... | reinvestment | 12.9365 | +2.49% | +15.47% | |
| WisdomTree Enhanced Commod.U.E.U... | paying dividend | 13.4330 | +3.08% | +18.55% | |
| WisdomTree Enhanced Commod.U.E.U... | reinvestment | 14.7359 | +3.08% | +18.55% | |
| WisdomTree Enhanced Commod.U.E.E... | reinvestment | 12.1563 | +0.02% | +10.86% |
Performance
| YTD | +3.98% | ||
|---|---|---|---|
| 6 Months | -1.04% | ||
| 1 Year | +2.49% | ||
| 3 Years | +15.47% | ||
| 5 Years | +36.29% | ||
| Since start | +29.37% | ||
| Year | |||
| 2023 | -8.43% | ||
| 2022 | +11.82% | ||
| 2021 | +25.30% | ||
| 2020 | -0.07% | ||
| 2019 | +4.66% | ||
