WisdomTree Long JPY Short GBP/ JE00B3XR4V72 /
| NAV02/08/2024 | Chg.+61.2546 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 2,834.7805GBP | +2.21% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -1.96 | -3.60 | -2.44 | 0.60 | -2.81 | 1.28 | 0.35 | 0.78 | 0.36 | -3.87 | 3.90 | -3.82 | -10.98% |
| 2022 | 0.76 | -0.09 | -3.44 | -1.90 | 0.19 | -1.89 | 1.31 | 0.68 | 3.12 | -8.87 | 2.84 | 4.48 | -3.48% |
| 2023 | -0.98 | -3.05 | 0.02 | -3.98 | -1.30 | -5.94 | 0.42 | -1.10 | 1.13 | -1.02 | -1.98 | 3.91 | -13.33% |
| 2024 | -3.53 | -1.84 | -1.10 | -3.09 | -1.68 | -1.73 | 5.10 | 2.86 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.09% | 9.16% | 9.00% | 10.67% | -% |
| Sharpe ratio | -1.36 | -0.59 | -0.95 | -1.13 | - |
| Best month | +5.10% | +5.10% | +5.10% | +5.10% | - |
| Worst month | -3.53% | -3.09% | -3.53% | -8.87% | - |
| Maximum loss | -14.33% | -10.83% | -14.34% | -31.63% | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Performance
| YTD | -5.21% | ||
|---|---|---|---|
| 6 Months | -0.89% | ||
| 1 Year | -4.89% | ||
| 3 Years | -23.32% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -29.42% | ||
| Year | |||
| 2023 | -13.33% | ||
| 2022 | -3.48% | ||
| 2021 | -10.98% | ||
