WisdomTree L.CHF S.EUR/ JE00B3MR2Q90 /
| NAV10/10/2024 | Diferencia+0.2126 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 61.8628EUR | +0.34% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.11 | -1.81 | -0.86 | 0.56 | -0.34 | 0.13 | 1.81 | -0.81 | -0.16 | 2.06 | 1.32 | 0.34 | +2.09% |
| 2022 | -0.91 | 1.11 | 0.45 | -0.18 | -0.47 | 2.42 | 2.91 | -1.19 | 1.63 | -2.63 | 0.70 | -0.78 | +2.97% |
| 2023 | -1.09 | 0.33 | 0.05 | 0.97 | 0.82 | -0.18 | 2.14 | -0.31 | -1.01 | 0.71 | 1.39 | 2.04 | +5.96% |
| 2024 | -0.19 | -2.21 | -2.06 | -0.80 | 0.11 | 1.67 | 1.05 | 1.41 | -0.27 | 0.40 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.74% | 6.06% | 5.74% | 6.09% | -% |
| Índice de Sharpe | -0.78 | 0.95 | -0.17 | 0.07 | - |
| El mes mejor | +2.04% | +1.67% | +2.04% | +2.91% | - |
| El mes peor | -2.21% | -0.80% | -2.21% | -2.63% | - |
| Pérdida máxima | -6.40% | -2.82% | -6.40% | -6.40% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | -0.96% | ||
|---|---|---|---|
| 6 Meses | +4.41% | ||
| Promedio móvil | +2.23% | ||
| 3 Años | +11.28% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +10.31% | ||
| Año | |||
| 2023 | +5.96% | ||
| 2022 | +2.97% | ||
| 2021 | +2.09% | ||
