WisdomTree US Equity Inc.U.E.USD Acc/  IE00BD6RZT93  /

Fonds
NAV2/2/2023 Chg.+0.1359 Type of yield Investment Focus Investment company
27.5265USD +0.50% reinvestment Equity ETF Stocks Wisdom Tree M. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 2.66 -
2017 -0.32 3.35 -0.54 -0.36 0.35 0.38 1.30 -0.55 2.31 0.38 3.49 0.92 +11.14%
2018 1.36 -6.08 -1.07 0.40 1.44 1.40 2.74 1.17 0.12 -3.44 3.27 -8.78 -7.94%
2019 7.90 2.22 1.32 1.46 -5.67 5.83 0.64 -1.92 4.36 0.91 1.32 2.04 +21.64%
2020 -2.86 -8.89 -16.46 10.19 1.88 -0.98 2.48 2.26 -3.62 -1.75 12.36 2.81 -5.78%
2021 -1.16 3.21 7.92 3.20 2.00 -1.95 0.98 2.59 -3.90 2.59 -0.98 7.14 +23.11%
2022 2.40 0.05 4.19 -3.46 5.78 -7.65 3.91 -2.62 -7.78 12.20 5.37 -3.66 +7.00%
2023 3.54 0.57 - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.01% 17.82% 17.59% 23.22% 19.49%
Sharpe ratio 4.36 0.80 0.27 0.32 0.28
Best month +3.54% +12.20% +12.20% +12.36% +12.36%
Worst month -3.66% -7.78% -7.78% -16.46% -16.46%
Maximum loss -2.73% -12.26% -14.78% -37.33% -37.33%
Outperformance -1.81% - -2.10% -29.90% -
 
All quotes in USD

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  
+4.13%
6 Months  
+8.10%
1 Year  
+7.19%
3 Years  
+32.78%
5 Years  
+45.96%
10 Years     -
Since start  
+65.41%
Year
2022  
+7.00%
2021  
+23.11%
2020
  -5.78%
2019  
+21.64%
2018
  -7.94%
2017  
+11.14%