WisdomTree WTI Crude Oil/ GB00B15KXV33 /
| NAV2024-04-17 | Chg.-0.3075 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 9.8412EUR | -3.03% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 3.61 | -8.32 | -17.41 | - |
| 2016 | -11.60 | -7.25 | 2.70 | 14.93 | 8.07 | -2.24 | -15.63 | 5.50 | 5.47 | -1.20 | 7.52 | 7.11 | +9.20% |
| 2017 | -5.70 | 2.87 | -7.67 | -5.03 | -5.71 | -6.56 | 4.84 | -5.82 | 8.31 | 6.02 | 2.77 | 4.53 | -8.70% |
| 2018 | 3.22 | -2.12 | 3.50 | 9.29 | 1.37 | 8.74 | -5.26 | 3.18 | 5.89 | -8.03 | -22.04 | -11.73 | -17.47% |
| 2019 | 17.36 | 6.31 | 5.98 | 6.67 | -15.81 | 6.41 | 2.46 | -4.70 | -0.40 | -1.68 | 2.94 | 8.97 | +35.53% |
| 2020 | -13.99 | -12.91 | -54.40 | -23.90 | 47.08 | 7.60 | -2.80 | 3.66 | -4.96 | -10.56 | 20.42 | 3.99 | -55.88% |
| 2021 | 7.54 | 17.82 | 1.04 | 4.74 | 2.74 | 13.82 | 2.06 | -5.28 | 11.74 | 7.97 | -13.97 | 13.33 | +78.31% |
| 2022 | 17.05 | 7.68 | 11.13 | 10.60 | 8.25 | -3.50 | -0.04 | -5.16 | -8.83 | 9.27 | -6.65 | -3.73 | +37.37% |
| 2023 | -3.14 | -0.15 | -3.85 | -0.11 | -6.78 | 2.07 | 14.00 | 4.47 | 9.84 | -6.33 | -7.34 | -6.34 | -6.02% |
| 2024 | 7.10 | 2.76 | 7.58 | 1.95 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 22.77% | 26.89% | 28.75% | 35.04% | 47.50% |
| Sharpe ratio | 3.83 | -0.09 | 0.39 | 0.67 | -0.01 |
| Best month | +7.58% | +7.58% | +14.00% | +17.05% | +47.08% |
| Worst month | -6.34% | -7.34% | -7.34% | -13.97% | -54.40% |
| Maximum loss | -6.34% | -20.35% | -22.58% | -37.33% | -80.36% |
| Outperformance | -19.80% | - | -18.64% | -17.31% | -21.07% |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree WTI Crude Oil | reinvestment | 9.8412 | +15.02% | +107.24% | |
| WisdomTree WTI Crude Oil H | reinvestment | 2.7983 | +10.14% | +60.53% |
Performance
| YTD | +20.71% | ||
|---|---|---|---|
| 6 Months | +0.75% | ||
| 1 Year | +15.02% | ||
| 3 Years | +107.24% | ||
| 5 Years | +18.95% | ||
| Since start | +9.31% | ||
| Year | |||
| 2023 | -6.02% | ||
| 2022 | +37.37% | ||
| 2021 | +78.31% | ||
| 2020 | -55.88% | ||
| 2019 | +35.53% | ||
| 2018 | -17.47% | ||
| 2017 | -8.70% | ||
| 2016 | +9.20% | ||
