WisdomTree US Equity Inc.U.E.GBP Acc H/  IE00BD6RZZ53  /

Fonds
NAV2/2/2023 Chg.+0.0967 Type of yield Investment Focus Investment company
19.9018GBP +0.49% reinvestment Equity ETF Stocks Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 2.58 -
2017 -0.42 3.35 -0.62 -0.42 0.27 0.28 1.18 -0.66 2.12 0.27 3.32 0.79 +9.75%
2018 1.18 -6.37 -1.18 0.27 1.30 1.25 2.64 1.04 0.00 -3.66 3.13 -8.99 -9.72%
2019 7.44 2.03 1.18 1.30 -5.99 5.63 0.55 -2.09 4.18 0.71 1.22 1.84 +18.80%
2020 -2.97 -9.27 -17.13 9.96 1.89 -0.77 2.20 2.20 -3.75 -1.77 11.96 2.70 -7.91%
2021 -1.19 3.16 7.96 3.17 1.97 -2.01 0.96 2.59 -3.99 2.55 -1.05 6.95 +22.43%
2022 2.42 0.06 4.23 -3.68 5.89 -8.01 3.85 -2.74 -8.21 11.76 5.14 -3.77 +5.06%
2023 3.38 0.55 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.86% 17.84% 17.84% 24.10% 20.12%
Sharpe ratio 4.17 0.61 0.15 0.24 0.17
Best month +3.38% +11.76% +11.76% +11.96% +11.96%
Worst month -3.77% -8.21% -8.21% -17.13% -17.13%
Maximum loss -2.72% -12.78% -15.70% -40.72% -40.75%
Outperformance -0.88% - -0.20% -26.51% -
 
All quotes in GBP

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  
+3.96%
6 Months  
+6.51%
1 Year  
+5.07%
3 Years  
+26.65%
5 Years  
+33.46%
10 Years     -
Since start  
+48.89%
Year
2022  
+5.06%
2021  
+22.43%
2020
  -7.91%
2019  
+18.80%
2018
  -9.72%
2017  
+9.75%