WisdomTree Enhanced Commod.U.E.EUR Acc H/ IE00BG88WG77 /
NAV09/09/2024 | Diferencia+0.0710 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
11.6196EUR | +0.61% | reinvestment | Special Type ETF Commodities | Wisdom Tree M. ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | - | - | - | - | - | - | - | - | -2.15 | 0.49 | 2.85 | 4.15 | - |
2021 | 1.56 | 5.68 | -1.54 | 7.41 | 2.89 | 1.46 | 1.56 | -0.56 | 2.42 | 3.46 | -5.28 | 3.71 | +24.55% |
2022 | 6.29 | 6.53 | 8.16 | 3.17 | 1.00 | -8.21 | -0.21 | -0.13 | -7.45 | 2.57 | 2.87 | -3.25 | +10.30% |
2023 | -0.32 | -4.40 | 0.52 | -1.25 | -6.06 | 2.88 | 5.54 | -1.05 | -1.07 | -0.26 | -1.49 | -2.88 | -9.87% |
2024 | -0.30 | -2.23 | 4.30 | 2.28 | 1.17 | -1.43 | -2.79 | -0.20 | -2.03 | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 9.85% | 10.54% | 10.39% | 14.85% | -% |
Índice de Sharpe | -0.56 | -0.54 | -1.08 | -0.19 | - |
El mes mejor | +4.30% | +4.30% | +4.30% | +8.16% | +8.16% |
El mes peor | -2.88% | -2.79% | -2.88% | -8.21% | -8.21% |
Pérdida máxima | -9.45% | -9.45% | -10.11% | -28.11% | - |
Rendimiento superior | -3.62% | - | -2.25% | - | - |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
WisdomTree Enhanced Commod.U.E.U... | reinvestment | 14.0271 | -6.42% | +7.49% | |
WisdomTree Enhanced Commod.U.E.C... | reinvestment | 11.9017 | -10.00% | -1.96% | |
WisdomTree Enhanced Commod.U.E.E... | reinvestment | 11.6196 | -7.71% | +2.15% | |
WisdomTree Enhanced Commod.U.E.G... | reinvestment | 12.3023 | -6.65% | +5.87% | |
WisdomTree Enhanced Commod.U.E.U... | paying dividend | 12.7868 | -6.45% | +7.54% |
Performance
Año hasta la fecha | -1.44% | ||
---|---|---|---|
6 Meses | -1.12% | ||
Promedio móvil | -7.71% | ||
3 Años | +2.15% | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | +33.72% | ||
Año | |||
2023 | -9.87% | ||
2022 | +10.30% | ||
2021 | +24.55% |