WisdomTree Enhanced Commod.U.E.GBP Acc H/ IE00BG88WH84 /
| NAV01/08/2024 | Var.-0.0992 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 12.5441GBP | -0.78% | reinvestment | Special Type ETF Commodities | Wisdom Tree M. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | 1.52 | -2.08 | -3.78 | -2.88 | - |
| 2019 | 4.07 | 0.84 | -0.45 | -1.17 | -2.86 | 2.48 | -0.53 | -2.25 | 0.50 | 1.59 | -2.15 | 4.84 | +4.66% |
| 2020 | -6.29 | -4.66 | -8.88 | 0.39 | 2.81 | 1.81 | 5.92 | 4.61 | -2.15 | 0.51 | 2.87 | 4.21 | -0.07% |
| 2021 | 1.59 | 5.62 | -1.41 | 7.63 | 2.90 | 1.51 | 1.60 | -0.54 | 2.48 | 3.44 | -5.25 | 3.79 | +25.30% |
| 2022 | 6.32 | 6.62 | 8.38 | 3.26 | 1.14 | -8.20 | 0.03 | 0.05 | -7.42 | 2.66 | 3.03 | -3.14 | +11.82% |
| 2023 | -0.18 | -4.25 | 0.66 | -1.15 | -5.82 | 2.99 | 5.65 | -0.90 | -0.96 | -0.16 | -1.36 | -2.79 | -8.43% |
| 2024 | -0.18 | -2.12 | 4.41 | 2.38 | 1.27 | -1.31 | -2.64 | -0.78 | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 9.44% | 9.56% | 9.90% | 14.91% | 14.03% |
| Indice di Sharpe | -0.24 | 0.02 | -0.85 | -0.08 | 0.18 |
| Mese migliore | +4.41% | +4.41% | +4.41% | +8.38% | +8.38% |
| Mese peggiore | -2.79% | -2.64% | -2.79% | -8.20% | -8.88% |
| Perdita massima | -7.76% | -7.76% | -9.58% | -26.24% | -26.24% |
| Outperformance | +2.37% | - | +7.09% | +6.97% | - |
Tutte le quotazioni in GBP
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| WisdomTree Enhanced Commod.U.E.U... | reinvestment | 14.2926 | -4.59% | +10.20% | |
| WisdomTree Enhanced Commod.U.E.C... | reinvestment | 12.1790 | -8.21% | -0.22% | |
| WisdomTree Enhanced Commod.U.E.E... | reinvestment | 11.7885 | -6.11% | +3.28% | |
| WisdomTree Enhanced Commod.U.E.G... | reinvestment | 12.5441 | -4.77% | +7.45% | |
| WisdomTree Enhanced Commod.U.E.U... | paying dividend | 13.0288 | -4.61% | +10.19% |
Prestazione
| YTD | +0.82% | ||
|---|---|---|---|
| 6 mesi | +1.90% | ||
| 1 anno | -4.77% | ||
| 3 anni | +7.45% | ||
| 5 anni | +35.24% | ||
| 10 anni | - | ||
| Dall'inizio | +25.44% | ||
| Anno | |||
| 2023 | -8.43% | ||
| 2022 | +11.82% | ||
| 2021 | +25.30% | ||
| 2020 | -0.07% | ||
| 2019 | +4.66% | ||
