WisdomTree Long EUR Short GBP/ JE00B3Y3SZ64 /
NAV8/2/2024 | Chg.+46.6138 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
4,283.7070GBP | +1.10% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -1.32 | -2.03 | -2.07 | 1.90 | -1.25 | -0.36 | -0.82 | 0.39 | 0.03 | -1.94 | 0.60 | -1.50 | -8.14% |
2022 | -0.66 | 0.03 | 0.76 | -0.74 | 0.98 | 1.08 | -2.82 | 2.99 | 2.91 | -3.66 | 0.70 | 2.58 | +3.98% |
2023 | -0.51 | -0.64 | 0.39 | 0.07 | -1.92 | -0.11 | 0.03 | 0.13 | 1.45 | 0.64 | -0.86 | 0.73 | -0.64% |
2024 | -1.33 | 0.48 | 0.11 | 0.11 | 0.05 | -0.39 | -0.43 | 1.24 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 3.29% | 3.31% | 3.47% | 5.88% | -% |
Sharpe ratio | -1.19 | -0.41 | -0.65 | -0.60 | - |
Best month | +1.24% | +1.24% | +1.45% | +2.99% | - |
Worst month | -1.33% | -0.43% | -1.33% | -3.66% | - |
Maximum loss | -2.21% | -2.21% | -2.58% | -5.62% | - |
Outperformance | - | - | - | - | - |
All quotes in GBP
Performance
YTD | -0.16% | ||
---|---|---|---|
6 Months | +1.13% | ||
1 Year | +1.39% | ||
3 Years | +0.42% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -5.25% | ||
Year | |||
2023 | -0.64% | ||
2022 | +3.98% | ||
2021 | -8.14% |