WisdomTree Long USD Short EUR/ JE00B3RNTN80 /
NAV09/07/2024 | Chg.+0.1047 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
57.6819EUR | +0.18% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 0.62 | -0.01 | 3.17 | -2.47 | -1.65 | 2.99 | -0.09 | 0.33 | 1.75 | 0.04 | 2.69 | -1.11 | +6.24% |
2022 | 1.33 | -0.29 | 0.86 | 5.39 | -1.58 | 2.48 | 2.55 | 1.47 | 2.76 | -0.75 | -3.82 | -3.26 | +6.95% |
2023 | -1.49 | 2.66 | -2.10 | -1.32 | 3.88 | -1.97 | -0.75 | 1.94 | 2.83 | 0.50 | -2.80 | -0.91 | +0.19% |
2024 | 2.04 | 0.70 | 0.51 | 1.35 | -1.17 | 1.60 | -0.80 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 5.44% | 5.34% | 6.38% | 7.67% | -% |
Sharpe ratio | 0.87 | 0.43 | 0.29 | 0.17 | - |
Best month | +2.04% | +2.04% | +2.83% | +5.39% | - |
Worst month | -1.17% | -1.17% | -2.80% | -3.82% | - |
Maximum loss | -1.95% | -1.95% | -4.80% | -12.30% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +4.27% | ||
---|---|---|---|
6 Months | +2.95% | ||
1 Year | +5.55% | ||
3 Years | +15.85% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +18.70% | ||
Year | |||
2023 | +0.19% | ||
2022 | +6.95% | ||
2021 | +6.24% |