NAV3/4/2021 Chg.+0.2846 Type of yield Investment Focus Investment company
8.1655EUR +3.61% reinvestment ETC Worldwide Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - - - - -7.37 3.64 -11.48 -
2007 1.64 4.38 4.93 -1.97 0.63 6.96 2.36 -3.94 3.00 11.02 -2.50 6.68 +37.36%
2008 -5.64 9.57 0.55 12.98 15.95 4.98 -11.50 -2.96 -6.37 -21.54 -18.16 -26.03 -45.41%
2009 6.22 -11.75 2.88 -3.90 14.53 5.77 -1.69 -3.41 -2.50 7.05 -1.20 5.70 +16.20%
2010 -7.04 8.35 6.81 7.46 -7.56 -0.03 -4.10 -3.65 4.75 -4.24 9.60 5.99 +15.03%
2011 4.86 6.62 2.32 0.32 -4.35 -5.00 5.50 -1.31 -3.71 6.34 2.67 -0.96 +13.03%
2012 4.02 4.36 -0.98 0.68 -9.26 -2.75 8.15 8.29 -2.68 -2.78 -0.15 -2.80 +2.70%
2013 0.33 0.35 2.14 -9.23 -0.46 2.25 4.36 2.86 -7.73 -0.75 2.27 -0.99 -5.43%
2014 0.75 -1.04 -1.83 -0.65 0.30 2.49 -1.04 0.19 -3.67 -4.95 -13.44 -11.63 -30.59%
2015 0.29 16.29 -7.85 10.29 0.26 -5.14 -15.93 4.93 -10.26 -2.47 -8.31 -21.07 -37.00%
2016 -5.77 0.12 1.48 14.48 10.34 -0.28 -13.84 7.33 5.46 -0.89 6.93 9.20 +36.11%
2017 -8.42 1.68 -5.17 -6.40 -3.00 -4.50 8.20 1.94 5.77 5.59 -1.37 7.39 -0.10%
2018 -2.55 -5.43 4.47 9.57 6.51 0.24 -3.71 5.41 4.85 -1.96 -18.50 -8.69 -12.54%
2019 12.15 9.16 -1.01 5.54 -10.99 2.80 3.59 -6.08 4.28 -1.88 1.77 5.94 +25.62%
2020 -18.14 -8.51 -31.94 -18.23 15.23 10.03 -3.55 -3.25 -5.33 -6.26 21.89 5.08 -43.95%
2021 8.31 15.66 3.93 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 22.73% 30.73% 48.25% 34.93% 32.41%
Sharpe ratio 15.91 4.63 -0.09 -0.10 0.08
Best month +15.66% +21.89% +21.89% +21.89% +21.89%
Worst month +3.93% -6.26% -31.94% -31.94% -31.94%
Maximum loss -4.22% -9.36% -51.96% -67.72% -67.72%
Outperformance -10.99% - -10.74% -7.98% -2.50%
 
All quotes in EUR

Performance

YTD  
+30.19%
6 Months  
+54.86%
1 Year
  -4.74%
3 Years
  -11.95%
5 Years  
+10.69%
Since start
  -55.42%
Year
2020
  -43.95%
2019  
+25.62%
2018
  -12.54%
2017
  -0.10%
2016  
+36.11%
2015
  -37.00%
2014
  -30.59%
2013
  -5.43%
2012  
+2.70%