WisdomTree Industrial Metals/ DE000A0KRKG7 /
| NAV10/10/2019 | Chg.+0.1622 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.5438EUR | +1.56% | reinvestment | Special Type Worldwide | WisdomTree ▶ |
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 | 0.75 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.31% | 13.23% | 13.46% | 16.10% | 17.60% |
| Sharpe ratio | 1.25 | -0.11 | 0.29 | 0.39 | 0.04 |
| Best month | +7.54% | +3.56% | +7.54% | +13.97% | +13.97% |
| Worst month | -6.12% | -5.46% | -6.12% | -6.42% | -6.62% |
| Maximum loss | -11.97% | -10.67% | -11.97% | -21.19% | -34.31% |
| Outperformance | +5.77% | - | +3.32% | +4.91% | +1.36% |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Industrial Metals | reinvestment | 10.5438 | +3.43% | +18.89% | |
| WisdomTree Industrial Metals | reinvestment | 10.5438 | +3.43% | +18.89% |
Performance
| YTD | +12.35% | ||
|---|---|---|---|
| 6 Months | -0.96% | ||
| 1 Year | +3.43% | ||
| 3 Years | +18.89% | ||
| 5 Years | +1.44% | ||
| Since start | -36.23% | ||
| Year | |||
| 2018 | -16.42% | ||
| 2017 | +12.36% | ||
| 2016 | +22.38% | ||
| 2015 | -19.46% | ||
| 2014 | +4.51% | ||
| 2013 | -17.77% | ||
| 2012 | -1.99% | ||
| 2011 | -22.61% | ||
| 2010 | +23.47% | ||
