WisdomTree Physical Precious Metals/ DE000A0N62H8 /
| NAV7/9/2020 | Chg.+1.3343 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 119.5087EUR | +1.13% | reinvestment | Special Type Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | -0.24 | -2.79 | 0.86 | -2.61 | 5.64 | 4.00 | -2.73 | 6.51 | - |
| 2008 | 9.25 | 13.51 | -11.13 | -5.34 | 2.63 | 3.45 | -5.33 | -9.28 | -4.35 | -10.74 | 9.21 | -4.23 | -15.05% |
| 2009 | 18.38 | 5.26 | -4.61 | -3.06 | 5.38 | -3.84 | -1.42 | 3.42 | 3.78 | 2.94 | 9.59 | 0.78 | +40.45% |
| 2010 | 1.89 | 3.75 | 5.10 | 8.92 | 5.24 | 1.31 | -9.26 | 7.50 | 2.03 | 2.94 | 12.46 | 3.91 | +54.49% |
| 2011 | -7.08 | 7.66 | 1.31 | 8.11 | -4.94 | -5.89 | 10.05 | 6.09 | -11.75 | 4.15 | 0.96 | -5.55 | +0.29% |
| 2012 | 12.63 | 2.71 | -8.24 | -0.85 | -1.42 | -2.62 | 5.14 | 1.87 | 6.93 | -5.52 | 3.03 | -7.22 | +4.52% |
| 2013 | 0.63 | -1.82 | 2.03 | -11.92 | -2.46 | -14.52 | 7.15 | 8.62 | -7.87 | 0.67 | -6.29 | -4.15 | -28.22% |
| 2014 | 4.12 | 4.24 | -2.31 | -1.01 | 0.80 | 4.55 | 1.56 | 0.09 | -4.82 | -3.06 | 1.27 | 3.51 | +8.74% |
| 2015 | 10.85 | -1.58 | 1.08 | -3.47 | 2.71 | -6.28 | -6.58 | -0.45 | 0.37 | 5.35 | -6.65 | -2.30 | -8.10% |
| 2016 | 1.89 | 7.17 | -1.48 | 7.24 | -5.49 | 9.66 | 6.14 | -3.96 | 1.13 | -4.32 | 0.57 | -3.05 | +14.99% |
| 2017 | 4.00 | 5.74 | -1.95 | -1.14 | -3.52 | -3.14 | -0.69 | 2.93 | -1.82 | 1.66 | -1.34 | 0.81 | +1.11% |
| 2018 | -0.57 | -0.29 | -2.31 | 0.70 | 3.84 | -4.06 | -2.93 | -0.59 | 1.74 | 3.67 | 2.27 | 4.16 | +5.34% |
| 2019 | 4.42 | 3.79 | -3.25 | -0.56 | -0.39 | 6.04 | 4.92 | 7.30 | 0.28 | 1.45 | -1.24 | 3.19 | +28.56% |
| 2020 | 8.70 | 6.43 | -9.08 | -0.25 | 0.64 | 0.07 | 2.79 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 29.88% | 30.43% | 22.96% | 15.49% | 15.27% |
| Sharpe ratio | 0.59 | 0.26 | 1.12 | 1.03 | 0.63 |
| Best month | +8.70% | +8.70% | +8.70% | +8.70% | +9.66% |
| Worst month | -9.08% | -9.08% | -9.08% | -9.08% | -9.08% |
| Maximum loss | -27.84% | -27.84% | -27.84% | -27.84% | -27.84% |
| Outperformance | +5.07% | - | +13.99% | +12.42% | +10.70% |
All quotes in EUR
Performance
| YTD | +8.60% | ||
|---|---|---|---|
| 6 Months | +3.64% | ||
| 1 Year | +25.21% | ||
| 3 Years | +54.22% | ||
| 5 Years | +54.75% | ||
| Since start | +152.58% | ||
| Year | |||
| 2019 | +28.56% | ||
| 2018 | +5.34% | ||
| 2017 | +1.11% | ||
| 2016 | +14.99% | ||
| 2015 | -8.10% | ||
| 2014 | +8.74% | ||
| 2013 | -28.22% | ||
| 2012 | +4.52% | ||
| 2011 | +0.29% | ||
