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WisdomTree Europe Equity Inc.U.E.EUR Acc/  IE00BDF16007  /

Fonds
NAV2024-04-30 Chg.-0.2896 Type of yield Investment Focus Investment company
18.8602EUR -1.51% reinvestment Equity Europe Wisdom Tree M. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 6.87 -
2017 -1.57 1.83 3.73 0.07 2.53 -2.81 0.36 -0.47 4.44 1.92 -1.71 0.81 +9.22%
2018 1.22 -3.47 -1.14 6.62 -1.07 -0.65 3.42 -3.75 1.43 -3.89 -0.33 -5.31 -7.30%
2019 5.82 3.01 1.91 2.11 -5.21 3.85 -0.91 -2.77 5.92 1.18 1.92 2.58 +20.53%
2020 -2.72 -10.01 -19.51 5.03 1.68 2.99 -4.30 3.18 -3.81 -5.76 15.80 1.72 -18.27%
2021 -0.09 2.91 7.29 0.37 2.29 -0.60 0.92 1.25 -2.49 2.14 -1.97 5.83 +18.86%
2022 3.24 -2.71 1.67 1.56 1.57 -8.81 2.75 -3.34 -6.71 7.01 7.61 -2.84 -0.43%
2023 6.56 2.47 -3.07 2.18 -3.32 3.03 3.41 -2.63 1.66 -3.41 4.97 3.46 +15.66%
2024 -0.72 0.76 4.18 -0.19 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.14% 9.00% 10.54% 13.43% 18.19%
Sharpe ratio 0.98 2.84 0.90 0.37 0.03
Best month +4.18% +4.97% +4.97% +7.61% +15.80%
Worst month -0.72% -3.41% -3.41% -8.81% -19.51%
Maximum loss -3.64% -3.64% -6.33% -16.60% -39.69%
Outperformance -3.44% - -7.46% -17.91% -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
WisdomTree Europe Equity Inc.U.E... reinvestment 18.8602 +13.24% +28.58%
WisdomTree Europe Equity Inc.U.E... paying dividend 12.6872 +13.25% +28.63%

Performance

YTD  
+4.01%
6 Months  
+13.72%
1 Year  
+13.24%
3 Years  
+28.58%
5 Years  
+23.63%
Since start  
+51.53%
Year
2023  
+15.66%
2022
  -0.43%
2021  
+18.86%
2020
  -18.27%
2019  
+20.53%
2018
  -7.30%
2017  
+9.22%