WisdomTree New Economy Real Est.UE Acc/ IE000MO2MB07 /
| NAV2024-07-19 | Chg.-0.1081 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 22.1344USD | -0.49% | reinvestment | Real Estate Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | 6.79 | -4.42 | -6.14 | -8.42 | 8.53 | -6.78 | -15.01 | 1.01 | 8.62 | -4.04 | - |
| 2023 | 10.97 | -5.62 | -1.02 | 1.44 | -4.95 | 3.29 | 4.27 | -2.88 | -7.00 | -5.28 | 13.80 | 8.24 | +13.46% |
| 2024 | -4.28 | 0.19 | 2.78 | -7.72 | 5.72 | -0.51 | 6.24 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.59% | 14.47% | 16.76% | -% | -% |
| Sharpe ratio | -0.04 | 0.65 | 0.19 | - | - |
| Best month | +8.24% | +6.24% | +13.80% | +13.80% | - |
| Worst month | -7.72% | -7.72% | -7.72% | -15.01% | - |
| Maximum loss | -9.83% | -9.34% | -17.24% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree New Economy Real Est.... | reinvestment | 22.1344 | +6.90% | - | |
| WisdomTree New Economy Real Est.... | paying dividend | 21.1359 | +6.89% | - |
Performance
| YTD | +1.66% | ||
|---|---|---|---|
| 6 Months | +6.35% | ||
| 1 Year | +6.90% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -10.48% | ||
| Year | |||
| 2023 | +13.46% | ||
