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