WisdomTree Gold/ DE000A0KRJZ9 /
| NAV7/9/2020 | Chg.-0.1136 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 17.9877EUR | -0.63% | reinvestment | Special Type Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | 0.12 | 2.98 | -1.48 | - |
| 2007 | 3.91 | 0.85 | -2.20 | 0.29 | -1.47 | -2.74 | 1.61 | 1.09 | 5.62 | 4.64 | -3.00 | 7.26 | +16.34% |
| 2008 | 8.12 | 2.91 | -9.69 | -4.65 | 2.82 | 2.91 | -0.67 | -3.55 | 9.82 | -9.88 | 13.86 | -1.77 | +7.51% |
| 2009 | 13.94 | 2.34 | -5.94 | -3.58 | 2.63 | -5.00 | 1.28 | -0.99 | 3.60 | 2.35 | 11.60 | -3.19 | +18.44% |
| 2010 | 1.82 | 5.34 | -0.08 | 7.95 | 10.85 | 2.78 | -11.09 | 8.52 | -2.49 | 1.39 | 8.72 | -0.04 | +36.66% |
| 2011 | -8.57 | 4.85 | -0.92 | 3.38 | 1.73 | -3.26 | 9.28 | 11.97 | -5.18 | 2.47 | 4.98 | -7.19 | +11.95% |
| 2012 | 9.86 | -3.85 | -2.35 | 0.19 | 0.38 | -0.15 | 3.33 | 2.04 | 2.92 | -3.86 | -0.94 | -3.55 | +3.25% |
| 2013 | -3.88 | -1.48 | 2.74 | -10.21 | -3.92 | -12.48 | 4.76 | 6.99 | -7.48 | -0.76 | -5.83 | -5.19 | -32.50% |
| 2014 | 5.36 | 4.01 | -2.75 | 0.25 | -2.40 | 5.66 | -0.90 | 1.87 | -1.95 | -2.58 | 0.69 | 3.68 | +10.91% |
| 2015 | 15.68 | -4.66 | 1.69 | -4.30 | 2.68 | -3.17 | -6.02 | 1.90 | -1.23 | 3.33 | -2.54 | -3.35 | -1.76% |
| 2016 | 5.65 | 10.08 | -4.69 | 3.87 | -3.24 | 8.61 | 1.61 | -3.09 | -0.51 | -0.94 | -5.09 | -1.41 | +9.89% |
| 2017 | 2.40 | 5.22 | -1.17 | -0.49 | -2.91 | -4.00 | -1.42 | 2.96 | -2.31 | 0.33 | -2.11 | 1.84 | -2.03% |
| 2018 | -1.49 | 0.25 | -0.71 | 1.45 | 1.92 | -3.80 | -2.69 | -1.55 | -0.60 | 4.19 | 0.58 | 3.61 | +0.85% |
| 2019 | 2.65 | 0.21 | -0.34 | -0.71 | 2.20 | 5.65 | 3.19 | 7.62 | -2.62 | 0.58 | -2.06 | 1.63 | +18.98% |
| 2020 | 5.26 | -0.45 | 1.78 | 6.26 | 0.99 | 1.77 | -0.43 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 22.64% | 23.03% | 18.12% | 12.96% | 13.25% |
| Sharpe ratio | 1.47 | 1.17 | 1.39 | 0.97 | 0.54 |
| Best month | +6.26% | +6.26% | +7.62% | +7.62% | +10.08% |
| Worst month | -0.45% | -0.45% | -2.62% | -3.80% | -6.02% |
| Maximum loss | -13.61% | -13.61% | -13.61% | -13.61% | -21.57% |
| Outperformance | +13.67% | - | +14.65% | +1.87% | +2.70% |
All quotes in EUR
Performance
| YTD | +15.98% | ||
|---|---|---|---|
| 6 Months | +12.39% | ||
| 1 Year | +24.70% | ||
| 3 Years | +41.18% | ||
| 5 Years | +38.28% | ||
| Since start | +162.87% | ||
| Year | |||
| 2019 | +18.98% | ||
| 2018 | +0.85% | ||
| 2017 | -2.03% | ||
| 2016 | +9.89% | ||
| 2015 | -1.76% | ||
| 2014 | +10.91% | ||
| 2013 | -32.50% | ||
| 2012 | +3.25% | ||
| 2011 | +11.95% | ||
