WisdomTree Enhanced Commod.U.E.USD Dis/ IE00BZ1GHD37 /
| NAV10/10/2024 | Diferencia+0.1615 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 13.7643USD | +1.19% | paying dividend | Special Type ETF Commodities | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | -0.89 | 3.69 | -3.08 | -1.69 | 2.83 | 0.00 | 0.88 | 0.68 | - |
| 2017 | 1.16 | 0.67 | -2.56 | -0.78 | -1.08 | 0.60 | 1.88 | 1.07 | -0.38 | 2.60 | -0.38 | 2.64 | +5.42% |
| 2018 | 1.73 | -1.36 | -0.28 | 2.21 | 1.44 | -3.55 | -1.66 | -1.97 | 1.72 | -1.97 | -3.64 | -2.68 | -9.79% |
| 2019 | 4.37 | 1.00 | -0.30 | -0.99 | -2.59 | 2.66 | -0.30 | -2.10 | 0.61 | 1.83 | -2.00 | 5.09 | +7.18% |
| 2020 | -6.21 | -4.41 | -15.59 | 8.84 | 2.75 | 1.86 | 12.56 | -1.01 | -2.05 | 0.63 | 3.01 | 4.44 | +1.86% |
| 2021 | 1.26 | 6.03 | -1.26 | 14.09 | -2.81 | 1.49 | 1.71 | -0.56 | 2.49 | 3.53 | -5.00 | 3.91 | +26.38% |
| 2022 | 6.22 | 6.58 | 8.27 | 3.13 | 1.15 | -7.80 | 0.20 | 0.00 | -7.02 | 2.80 | 3.20 | -3.29 | +12.66% |
| 2023 | 0.24 | -4.17 | 0.78 | -1.13 | -5.66 | 3.11 | 5.81 | -0.90 | -0.91 | -0.07 | -1.42 | -2.80 | -7.36% |
| 2024 | -0.11 | -2.09 | 4.44 | 2.35 | 1.33 | -1.30 | -2.67 | -0.03 | 3.68 | 1.12 | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.14% | 11.06% | 10.62% | 15.67% | 16.26% |
| Índice de Sharpe | 0.54 | -0.07 | 0.04 | 0.01 | 0.32 |
| El mes mejor | +4.44% | +3.68% | +4.44% | +8.27% | +14.09% |
| El mes peor | -2.80% | -2.67% | -2.80% | -7.80% | -15.59% |
| Pérdida máxima | -9.31% | -9.31% | -9.31% | -24.46% | -25.05% |
| Rendimiento superior | +3.11% | - | -0.73% | +5.37% | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WisdomTree Enhanced Commod.U.E.U... | reinvestment | 15.0994 | +3.56% | +10.54% | |
| WisdomTree Enhanced Commod.U.E.C... | reinvestment | 12.7564 | -0.43% | -0.61% | |
| WisdomTree Enhanced Commod.U.E.E... | reinvestment | 12.4104 | +1.94% | +3.32% | |
| WisdomTree Enhanced Commod.U.E.G... | reinvestment | 13.2356 | +3.31% | +7.66% | |
| WisdomTree Enhanced Commod.U.E.U... | paying dividend | 13.7643 | +3.60% | +10.47% |
Performance
| Año hasta la fecha | +6.66% | ||
|---|---|---|---|
| 6 Meses | +1.21% | ||
| Promedio móvil | +3.60% | ||
| 3 Años | +10.47% | ||
| 5 Años | +49.52% | ||
| 10 Años | - | ||
| Desde el principio | +51.02% | ||
| Año | |||
| 2023 | -7.36% | ||
| 2022 | +12.66% | ||
| 2021 | +26.38% | ||
| 2020 | +1.86% | ||
| 2019 | +7.18% | ||
| 2018 | -9.79% | ||
| 2017 | +5.42% | ||
Dividendos
| 04/01/2024 | 0.61 USD |
| 05/01/2023 | 0.08 USD |
| 04/01/2021 | 0.04 USD |
| 03/01/2020 | 0.16 USD |
| 03/01/2019 | 0.16 USD |
| 04/01/2018 | 0.05 USD |
