WisdomTree Physical Gold/ JE00B1VS3770 /
NAV07/11/2024 | Chg.+2.9667 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
251.3671USD | +1.19% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -1.47 | -6.52 | -3.01 | 4.50 | 7.45 | -7.23 | 3.52 | -0.63 | -4.00 | 1.48 | 1.96 | 0.84 | -4.13% |
2022 | -1.40 | 6.35 | 1.66 | -1.62 | -3.83 | -1.21 | -3.53 | -2.17 | -2.60 | -1.99 | 6.95 | 3.32 | -0.81% |
2023 | 6.12 | -5.19 | 8.46 | 0.11 | -0.95 | -2.69 | 3.02 | -1.47 | -3.73 | 6.72 | 1.90 | 1.29 | +13.35% |
2024 | -0.48 | -0.28 | 8.09 | 4.15 | 1.75 | -0.77 | 4.06 | 3.55 | 4.60 | 3.93 | -1.55 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.63% | 14.14% | 13.73% | 13.58% | -% |
Sharpe ratio | 2.44 | 2.18 | 2.46 | 0.77 | - |
Best month | +8.09% | +4.60% | +8.09% | +8.46% | - |
Worst month | -1.55% | -1.55% | -1.55% | -5.19% | - |
Maximum loss | -5.30% | -5.30% | -5.30% | -20.33% | - |
Outperformance | +3.70% | - | - | - | - |
All quotes in USD
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
WisdomTree Physical Gold | reinvestment | 251.3671 | +36.76% | +46.00% | |
WisdomTree Physical Gold H | reinvestment | 14.8202 | +34.08% | +36.35% |
Performance
YTD | +30.09% | ||
---|---|---|---|
6 Months | +15.83% | ||
1 Year | +36.76% | ||
3 Years | +46.00% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +40.22% | ||
Year | |||
2023 | +13.35% | ||
2022 | -0.81% | ||
2021 | -4.13% |