WisdomTree US Equity Inc.U.E.EUR Acc H/  IE00BD6RZW23  /

Fonds
NAV2/2/2023 Chg.+0.1011 Type of yield Investment Focus Investment company
21.7633EUR +0.47% reinvestment Equity ETF Stocks Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 2.46 -
2017 -0.47 3.34 -0.69 -0.48 0.20 0.16 1.10 -0.73 2.17 0.23 3.24 0.69 +8.99%
2018 1.12 -6.39 -1.31 0.21 1.21 1.16 2.52 0.93 -0.10 -3.78 3.02 -9.01 -10.62%
2019 7.60 2.03 1.09 1.21 -5.99 5.48 0.42 -2.21 4.17 0.64 1.14 1.75 +18.01%
2020 -3.10 -9.15 -16.75 10.07 1.82 -0.41 2.25 2.18 -3.76 -1.82 11.97 2.64 -7.19%
2021 -1.24 3.14 8.01 3.07 1.92 -2.06 0.91 2.53 -4.03 2.53 -1.10 6.93 +21.88%
2022 2.37 -0.01 4.14 -3.88 5.61 -8.04 3.73 -2.84 -8.20 11.73 4.98 -3.86 +3.80%
2023 3.28 0.52 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.95% 17.72% 17.75% 23.07% 19.39%
Sharpe ratio 3.96 0.55 0.07 0.23 0.15
Best month +3.28% +11.73% +11.73% +11.97% +11.97%
Worst month -3.86% -8.20% -8.20% -16.75% -16.75%
Maximum loss -2.73% -12.77% -16.28% -38.10% -38.18%
Outperformance -13.37% - -17.32% -29.06% -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
WisdomTree US Equity Inc.U.E.GBP... reinvestment 19.9018 +5.07% +26.65%
WisdomTree US Equity Inc.U.E.USD... paying dividend 24.2744 +7.19% +32.79%
WisdomTree US Equity Inc.U.E.USD... reinvestment 27.5265 +7.19% +32.78%
WisdomTree US Equity Inc.U.E.EUR... reinvestment 21.7633 +3.72% +25.54%

Performance

YTD  
+3.82%
6 Months  
+5.97%
1 Year  
+3.72%
3 Years  
+25.54%
5 Years  
+29.99%
10 Years     -
Since start  
+43.77%
Year
2022  
+3.80%
2021  
+21.88%
2020
  -7.19%
2019  
+18.01%
2018
  -10.62%
2017  
+8.99%