WisdomTree Gold H/ JE00B4RKQV36 /
NAV24/10/2024 | Chg.+0.0712 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
9.8636EUR | +0.73% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -2.73 | -6.75 | -1.15 | 2.88 | 7.47 | -7.26 | 2.16 | -0.15 | -3.54 | 1.36 | -0.69 | 2.71 | -6.46% |
2022 | -2.09 | 5.71 | 2.48 | -2.38 | -3.95 | -2.45 | -2.75 | -3.29 | -3.33 | -2.01 | 6.22 | 3.62 | -4.88% |
2023 | 5.59 | -5.55 | 7.03 | 0.50 | -1.72 | -2.52 | 2.24 | -1.97 | -4.92 | 7.10 | 2.29 | 0.86 | +8.20% |
2024 | -0.99 | -0.41 | 8.09 | 3.08 | 1.12 | -0.12 | 3.83 | 2.43 | 5.38 | 3.51 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.79% | 14.70% | 13.63% | 13.94% | -% |
Sharpe ratio | 2.42 | 2.04 | 2.23 | 0.50 | - |
Best month | +8.09% | +5.38% | +8.09% | +8.09% | - |
Worst month | -0.99% | -0.12% | -0.99% | -5.55% | - |
Maximum loss | -5.84% | -5.84% | -5.84% | -22.79% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
WisdomTree Gold | reinvestment | 2,158.2932 | +27.94% | +51.93% | |
WisdomTree Gold H | reinvestment | 9.8636 | +33.42% | +33.37% |
Performance
YTD | +28.73% | ||
---|---|---|---|
6 Months | +15.42% | ||
1 Year | +33.42% | ||
3 Years | +33.37% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +23.93% | ||
Year | |||
2023 | +8.20% | ||
2022 | -4.88% | ||
2021 | -6.46% |