WisdomTree Physical Gold H/ JE00B8DFY052 /
| NAV10/3/2024 | Chg.-0.0756 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.6102EUR | -0.52% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -1.41 | -6.63 | -3.14 | 4.41 | 7.35 | -7.42 | 3.45 | -0.74 | -4.10 | 1.39 | 1.88 | -0.06 | -5.95% |
| 2022 | -0.72 | 6.35 | 1.62 | -1.74 | -4.01 | -1.43 | -3.81 | -2.42 | -2.89 | -2.27 | 6.55 | 3.06 | -2.42% |
| 2023 | 5.77 | -5.45 | 8.17 | -0.11 | -1.17 | -2.88 | 2.83 | -1.66 | -3.88 | 6.54 | 1.72 | 1.89 | +11.31% |
| 2024 | -1.40 | -0.45 | 7.93 | 4.03 | 1.62 | -0.93 | 3.85 | 3.35 | 4.43 | 0.65 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.59% | 14.59% | 13.55% | 13.58% | -% |
| Sharpe ratio | 2.31 | 1.94 | 2.85 | 0.62 | - |
| Best month | +7.93% | +4.43% | +7.93% | +8.17% | - |
| Worst month | -1.40% | -0.93% | -1.40% | -5.45% | - |
| Maximum loss | -5.48% | -5.48% | -5.48% | -21.71% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree Physical Gold | reinvestment | 247.3183 | +44.71% | +49.14% | |
| WisdomTree Physical Gold H | reinvestment | 14.6102 | +41.91% | +39.41% |
Performance
| YTD | +25.16% | ||
|---|---|---|---|
| 6 Months | +14.73% | ||
| 1 Year | +41.91% | ||
| 3 Years | +39.41% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +27.85% | ||
| Year | |||
| 2023 | +11.31% | ||
| 2022 | -2.42% | ||
| 2021 | -5.95% | ||
