WisdomTree Europe Equity U.E.EUR Acc/ IE00BYQCZX56 /
| NAV2024-04-29 | Chg.+0.0132 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 26.1090EUR | +0.05% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 7.04 | - |
| 2017 | -0.71 | 4.33 | 5.27 | 3.12 | 0.50 | -3.17 | -0.12 | -0.78 | 4.67 | 2.46 | -2.67 | -0.90 | +12.16% |
| 2018 | 2.93 | -3.79 | -1.51 | 4.18 | -0.52 | -0.68 | 3.42 | -2.96 | -1.14 | -5.75 | -0.46 | -5.34 | -11.55% |
| 2019 | 6.17 | 3.92 | 1.61 | 5.68 | -6.22 | 5.68 | 0.10 | -2.37 | 3.49 | 0.72 | 2.66 | 0.90 | +23.88% |
| 2020 | -3.52 | -9.08 | -16.56 | 8.33 | 3.76 | 4.96 | -0.79 | 3.84 | 0.21 | -5.69 | 12.79 | 1.23 | -4.01% |
| 2021 | -0.18 | 0.78 | 8.90 | 1.54 | 2.83 | 1.47 | 2.15 | 2.20 | -4.21 | 3.29 | -2.73 | 5.51 | +23.05% |
| 2022 | -3.80 | -4.72 | 0.31 | -0.31 | 0.25 | -9.94 | 7.42 | -6.03 | -5.23 | 7.64 | 7.76 | -4.45 | -12.26% |
| 2023 | 9.19 | 4.07 | 2.22 | 0.02 | -2.94 | 4.67 | 2.53 | -3.56 | -2.28 | -3.42 | 7.64 | 3.53 | +22.75% |
| 2024 | 1.52 | 5.67 | 4.28 | -1.03 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.08% | 9.86% | 11.40% | 16.12% | 18.77% |
| Sharpe ratio | 3.28 | 5.28 | 1.29 | 0.35 | 0.22 |
| Best month | +5.67% | +7.64% | +7.64% | +9.19% | +12.79% |
| Worst month | -1.03% | -3.42% | -3.56% | -9.94% | -16.56% |
| Maximum loss | -3.65% | -3.65% | -10.50% | -23.60% | -36.91% |
| Outperformance | +2.29% | - | +2.12% | +5.50% | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Europe Equity U.E.GBP... | paying dividend | 15.5312 | +19.83% | +34.85% | |
| WisdomTree Europe Equity U.E.CHF... | reinvestment | 24.7475 | +15.66% | +27.06% | |
| WisdomTree Europe Equity U.E.USD... | reinvestment | 33.9259 | +20.80% | +39.23% | |
| WisdomTree Europe Equity U.E.EUR... | reinvestment | 26.1090 | +18.40% | +31.42% | |
| WisdomTree Europe Equity U.E.USD... | paying dividend | 26.8151 | +20.76% | +39.16% |
Performance
| YTD | +10.70% | ||
|---|---|---|---|
| 6 Months | +24.64% | ||
| 1 Year | +18.40% | ||
| 3 Years | +31.42% | ||
| 5 Years | +47.48% | ||
| Since start | +85.81% | ||
| Year | |||
| 2023 | +22.75% | ||
| 2022 | -12.26% | ||
| 2021 | +23.05% | ||
| 2020 | -4.01% | ||
| 2019 | +23.88% | ||
| 2018 | -11.55% | ||
| 2017 | +12.16% | ||
