WisdomTree Gold/ GB00B15KXX56 /
| NAV11/28/2023 | Chg.+12.0464 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 1,669.9723GBP | +0.73% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -3.11 | -8.33 | 0.29 | 2.59 | 4.85 | -4.44 | 1.60 | 0.99 | -1.42 | -0.89 | 3.15 | 1.32 | -4.07% |
| 2022 | -1.37 | 5.69 | 4.52 | 2.48 | -4.05 | 1.39 | -2.60 | 1.31 | 1.10 | -4.73 | 3.06 | 3.00 | +9.60% |
| 2023 | 3.44 | -3.79 | 5.17 | -0.91 | -0.17 | -4.79 | 1.23 | -0.25 | -1.13 | 7.89 | -1.88 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.78% | 10.94% | 11.75% | -% | -% |
| Sharpe ratio | 0.06 | -0.13 | 0.41 | - | - |
| Best month | +7.89% | +7.89% | +7.89% | +7.89% | - |
| Worst month | -4.79% | -4.79% | -4.79% | -8.33% | - |
| Maximum loss | -10.19% | -7.14% | -10.19% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Gold | reinvestment | 1,669.9723 | +8.74% | - | |
| WisdomTree Gold H | reinvestment | 7.6066 | +11.59% | - |
Performance
| YTD | +4.18% | ||
|---|---|---|---|
| 6 Months | +1.28% | ||
| 1 Year | +8.74% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +9.53% | ||
| Year | |||
| 2022 | +9.60% | ||
| 2021 | -4.07% | ||