WisdomTree Industrial Metals/ DE000A0KRKG7 /
| NAV3/4/2021 | Chg.-0.3865 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 11.5057EUR | -3.25% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | 7.04 | -3.01 | -2.23 | - |
| 2007 | -3.00 | 3.86 | 4.51 | 6.55 | -1.42 | -5.93 | 0.16 | -7.17 | -1.51 | -3.45 | -9.26 | -3.87 | -19.76% |
| 2008 | 7.34 | 11.91 | -8.57 | -0.03 | -6.72 | 3.39 | -5.08 | -0.23 | -9.86 | -19.48 | -10.37 | -18.07 | -46.56% |
| 2009 | 2.71 | 0.62 | 6.63 | 9.71 | -1.14 | 6.14 | 13.67 | 4.12 | -2.86 | 3.16 | 2.81 | 12.30 | +73.69% |
| 2010 | -5.94 | 8.23 | 10.12 | -1.38 | -4.35 | -5.49 | 3.88 | 1.30 | 2.68 | -0.51 | 4.70 | 9.77 | +23.47% |
| 2011 | -0.86 | 1.66 | -6.58 | -4.86 | 0.28 | -1.49 | 5.38 | -7.76 | -14.44 | 5.39 | 0.47 | -0.69 | -22.61% |
| 2012 | 9.89 | -1.46 | -5.28 | 0.97 | -3.39 | -2.23 | 0.41 | -2.10 | 8.70 | -9.99 | 6.47 | -2.15 | -1.99% |
| 2013 | -0.73 | -2.09 | -2.87 | -7.62 | 3.27 | -7.45 | -1.29 | 2.38 | -1.12 | -0.09 | -4.99 | 4.02 | -17.77% |
| 2014 | -3.32 | -0.51 | -1.45 | 2.29 | 4.30 | 2.16 | 4.47 | 1.93 | -2.73 | 2.18 | -2.99 | -1.47 | +4.51% |
| 2015 | 1.38 | 1.68 | 3.23 | 3.23 | -5.72 | -6.45 | -6.62 | -4.23 | -1.03 | -1.82 | -4.68 | 0.37 | -19.46% |
| 2016 | -1.09 | 2.87 | -4.32 | 6.53 | -4.72 | 6.87 | 2.53 | -3.84 | 4.20 | 3.77 | 13.97 | -4.63 | +22.38% |
| 2017 | 4.83 | 3.90 | -2.77 | -5.23 | -4.26 | 1.79 | 0.63 | 8.64 | -3.32 | 7.28 | -6.42 | 8.28 | +12.36% |
| 2018 | -3.53 | -0.18 | -5.81 | 5.94 | 5.90 | -4.87 | -5.01 | -3.86 | 2.24 | -3.27 | 1.82 | -6.12 | -16.42% |
| 2019 | 7.54 | 4.25 | 2.24 | -3.34 | -5.46 | -0.20 | 3.56 | 1.44 | 1.54 | -0.58 | -3.92 | 1.10 | +7.69% |
| 2020 | -6.13 | -1.80 | -9.69 | 2.42 | 1.03 | 5.79 | 1.45 | 5.69 | -0.96 | 3.64 | 7.52 | -1.97 | +5.71% |
| 2021 | 0.67 | 10.14 | -2.87 | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 19.28% | 16.51% | 17.10% | 15.72% | 16.04% |
| Sharpe ratio | 2.81 | 2.09 | 1.41 | 0.22 | 0.40 |
| Best month | +10.14% | +10.14% | +10.14% | +10.14% | +13.97% |
| Worst month | -2.87% | -2.87% | -9.69% | -9.69% | -9.69% |
| Maximum loss | -6.50% | -6.50% | -11.63% | -30.26% | -30.26% |
| Outperformance | -712.06% | - | -692.68% | -633.86% | -896.13% |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Industrial Metals | reinvestment | 11.5057 | +23.63% | +8.80% | |
| WisdomTree Industrial Metals | reinvestment | 11.5057 | +23.63% | +8.80% |
Performance
| YTD | +7.70% | ||
|---|---|---|---|
| 6 Months | +15.59% | ||
| 1 Year | +23.63% | ||
| 3 Years | +8.80% | ||
| 5 Years | +33.22% | ||
| Since start | -30.41% | ||
| Year | |||
| 2020 | +5.71% | ||
| 2019 | +7.69% | ||
| 2018 | -16.42% | ||
| 2017 | +12.36% | ||
| 2016 | +22.38% | ||
| 2015 | -19.46% | ||
| 2014 | +4.51% | ||
| 2013 | -17.77% | ||
| 2012 | -1.99% | ||