WisdomTree Europe Equity U.E.USD A.H/ IE00BYQCZP72 /
| NAV2024-04-30 | Chg.-0.7364 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 33.1895USD | -2.17% | reinvestment | Equity Europe | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 7.20 | - |
| 2017 | -0.60 | 4.38 | 5.41 | 3.28 | 0.63 | -3.07 | -0.01 | -0.64 | 4.79 | 2.55 | -2.59 | -0.76 | +13.73% |
| 2018 | 3.15 | -3.54 | -1.29 | 4.26 | -0.32 | -0.48 | 3.62 | -2.73 | -0.95 | -5.37 | -0.23 | -5.11 | -9.14% |
| 2019 | 6.44 | 4.11 | 1.80 | 5.90 | -5.92 | 5.99 | 0.31 | -2.12 | 3.64 | 0.98 | 2.80 | 1.13 | +27.26% |
| 2020 | -3.29 | -8.84 | -16.37 | 8.41 | 3.81 | 5.03 | -0.77 | 3.89 | 0.26 | -5.60 | 13.17 | 1.33 | -2.50% |
| 2021 | -0.14 | 0.83 | 8.69 | 1.61 | 2.90 | 1.47 | 2.19 | 2.22 | -4.08 | 3.32 | -2.65 | 5.69 | +23.68% |
| 2022 | -3.70 | -4.70 | 0.42 | -0.18 | 0.36 | -9.55 | 7.42 | -5.74 | -4.86 | 7.89 | 8.31 | -4.31 | -10.04% |
| 2023 | 9.50 | 4.13 | 2.44 | 0.18 | -2.68 | 4.93 | 2.67 | -3.35 | -2.12 | -3.32 | 8.03 | 3.71 | +25.73% |
| 2024 | 1.58 | 5.76 | 4.37 | -3.08 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.69% | 10.38% | 11.55% | 16.03% | 18.73% |
| Sharpe ratio | 2.36 | 4.60 | 1.25 | 0.45 | 0.31 |
| Best month | +5.76% | +8.03% | +8.03% | +9.50% | +13.17% |
| Worst month | -3.08% | -3.32% | -3.35% | -9.55% | -16.37% |
| Maximum loss | -3.55% | -3.55% | -10.08% | -22.31% | -36.31% |
| Outperformance | +3.50% | - | +0.91% | +9.85% | - |
All quotes in USD
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Europe Equity U.E.GBP... | paying dividend | 15.1914 | +17.21% | +32.32% | |
| WisdomTree Europe Equity U.E.CHF... | reinvestment | 24.1992 | +13.09% | +24.69% | |
| WisdomTree Europe Equity U.E.USD... | reinvestment | 33.1895 | +18.18% | +36.71% | |
| WisdomTree Europe Equity U.E.EUR... | reinvestment | 25.5367 | +15.81% | +28.99% | |
| WisdomTree Europe Equity U.E.USD... | paying dividend | 26.2349 | +18.15% | +36.65% |
Performance
| YTD | +8.67% | ||
|---|---|---|---|
| 6 Months | +23.03% | ||
| 1 Year | +18.18% | ||
| 3 Years | +36.71% | ||
| 5 Years | +57.90% | ||
| Since start | +109.56% | ||
| Year | |||
| 2023 | +25.73% | ||
| 2022 | -10.04% | ||
| 2021 | +23.68% | ||
| 2020 | -2.50% | ||
| 2019 | +27.26% | ||
| 2018 | -9.14% | ||
| 2017 | +13.73% | ||
