WisdomTree Petroleum/ DE000A0KRKJ1 /
| NAV10/10/2019 | Chg.+0.0996 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 10.7559EUR | +0.93% | reinvestment | Special Type Worldwide | WisdomTree ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2006 | - | - | - | - | - | - | - | - | - | -8.35 | 2.28 | -5.27 | - |
| 2007 | -3.90 | 5.36 | 4.82 | -2.65 | -1.09 | 6.27 | 4.78 | -4.58 | 5.00 | 13.49 | -5.58 | 9.20 | +33.41% |
| 2008 | -6.18 | 7.76 | -3.39 | 13.53 | 14.21 | 7.16 | -11.09 | -0.97 | -8.86 | -25.44 | -20.03 | -26.15 | -52.04% |
| 2009 | 0.91 | -7.76 | 1.40 | -3.07 | 18.36 | 4.22 | -1.19 | -3.97 | -2.91 | 8.08 | -1.50 | 3.93 | +15.03% |
| 2010 | -5.99 | 10.13 | 5.49 | 5.62 | -9.21 | 0.39 | -2.97 | -5.53 | 1.95 | -1.70 | 9.86 | 6.20 | +12.68% |
| 2011 | -0.83 | 1.87 | 4.35 | 1.70 | -6.68 | -7.13 | 2.29 | -5.57 | -4.48 | 9.49 | 8.25 | 2.11 | +3.74% |
| 2012 | 1.32 | 5.90 | -1.42 | 0.25 | -9.67 | -4.53 | 8.27 | 7.95 | -4.31 | -5.51 | 2.23 | -0.62 | -1.83% |
| 2013 | 2.52 | -0.98 | 4.17 | -8.72 | -0.08 | 2.31 | 5.69 | 4.15 | -7.30 | -2.37 | -0.94 | 2.44 | -0.25% |
| 2014 | -1.07 | 1.84 | -0.72 | -0.49 | 3.48 | 3.19 | -3.38 | -0.63 | -2.31 | -8.95 | -16.58 | -15.74 | -36.20% |
| 2015 | -1.26 | 11.74 | -6.78 | 12.93 | 0.98 | -3.93 | -16.94 | 0.62 | -10.02 | 1.54 | -6.59 | -16.58 | -32.95% |
| 2016 | -9.21 | -3.71 | 2.63 | 14.27 | 7.31 | -2.12 | -14.40 | 6.66 | 5.93 | -1.29 | 7.30 | 8.71 | +19.91% |
| 2017 | -6.95 | 2.15 | -6.11 | -6.12 | -4.56 | -5.91 | 5.50 | -1.32 | 6.33 | 7.86 | 0.58 | 5.32 | -4.84% |
| 2018 | 0.71 | -3.73 | 4.07 | 9.98 | 5.15 | 3.80 | -4.87 | 4.09 | 6.23 | -7.39 | -20.75 | -10.26 | -16.09% |
| 2019 | 13.32 | 8.59 | 3.89 | 7.09 | -13.15 | 4.50 | 2.84 | -6.19 | 2.31 | -0.82 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 31.38% | 35.31% | 33.96% | 28.06% | 34.02% |
| Sharpe ratio | 0.93 | -0.56 | -0.59 | 0.08 | -0.34 |
| Best month | +13.32% | +7.09% | +13.32% | +13.32% | +14.27% |
| Worst month | -13.15% | -13.15% | -20.75% | -20.75% | -20.75% |
| Maximum loss | -21.09% | -21.09% | -37.80% | -40.13% | -67.11% |
| Outperformance | +21.06% | - | +3.31% | +9.51% | +3.02% |
All quotes in EUR
Performance
| YTD | +21.65% | ||
|---|---|---|---|
| 6 Months | -10.63% | ||
| 1 Year | -20.45% | ||
| 3 Years | +5.49% | ||
| 5 Years | -47.19% | ||
| Since start | -62.65% | ||
| Year | |||
| 2018 | -16.09% | ||
| 2017 | -4.84% | ||
| 2016 | +19.91% | ||
| 2015 | -32.95% | ||
| 2014 | -36.20% | ||
| 2013 | -0.25% | ||
| 2012 | -1.83% | ||
| 2011 | +3.74% | ||
| 2010 | +12.68% | ||
