WisdomTree New Economy Real Est.UE Dis/ IE000X9TLGN8 /
| NAV2024-07-31 | Chg.+0.0828 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 21.2727USD | +0.39% | paying dividend | 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 | 10.96 | -5.62 | -1.02 | 1.44 | -4.95 | 3.29 | 4.27 | -2.88 | -7.00 | -5.28 | 13.81 | 8.23 | +13.46% |
| 2024 | -4.28 | 0.20 | 2.78 | -7.72 | 5.72 | -0.51 | 6.93 | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.48% | 14.51% | 16.77% | -% | -% |
| Sharpe ratio | 0.03 | 0.73 | 0.25 | - | - |
| Best month | +8.23% | +6.93% | +13.81% | +13.81% | - |
| Worst month | -7.72% | -7.72% | -7.72% | -15.01% | - |
| Maximum loss | -9.83% | -9.34% | -16.53% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree New Economy Real Est.... | reinvestment | 22.2777 | +7.83% | - | |
| WisdomTree New Economy Real Est.... | paying dividend | 21.2727 | +7.83% | - |
Performance
| YTD | +2.32% | ||
|---|---|---|---|
| 6 Months | +6.89% | ||
| 1 Year | +7.83% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -9.90% | ||
| Year | |||
| 2023 | +13.46% | ||
Dividends
| 2024-07-05 | 0.22 USD |
| 2024-01-04 | 0.15 USD |
| 2023-07-06 | 0.27 USD |
| 2023-01-05 | 0.15 USD |
| 2022-07-07 | 0.14 USD |
