WisdomTree Long JPY Short GBP/ JE00B3XR4V72 /
NAV2024-07-30 | Chg.-6.0527 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
2,685.5112GBP | -0.22% | 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 | 2.41 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 7.94% | 7.78% | 8.41% | 10.50% | -% |
Sharpe ratio | -2.61 | -2.05 | -1.56 | -1.30 | - |
Best month | +3.91% | +2.41% | +3.91% | +4.48% | - |
Worst month | -3.53% | -3.53% | -3.53% | -8.87% | - |
Maximum loss | -14.33% | -11.17% | -14.34% | -31.63% | - |
Outperformance | - | - | - | - | - |
All quotes in GBP
Performance
YTD | -10.20% | ||
---|---|---|---|
6 Months | -6.36% | ||
1 Year | -9.46% | ||
3 Years | -27.01% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -33.13% | ||
Year | |||
2023 | -13.33% | ||
2022 | -3.48% | ||
2021 | -10.98% |