WisdomTree Physical Gold/ JE00B1VS3770 /
| NAV07/11/2024 | Diferencia+2.9667 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 251.3671USD | +1.19% | reinvestment | ETC Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 13.63% | 14.14% | 13.73% | 13.58% | -% |
| Índice de Sharpe | 2.44 | 2.18 | 2.46 | 0.77 | - |
| El mes mejor | +8.09% | +4.60% | +8.09% | +8.46% | - |
| El mes peor | -1.55% | -1.55% | -1.55% | -5.19% | - |
| Pérdida máxima | -5.30% | -5.30% | -5.30% | -20.33% | - |
| Rendimiento superior | +3.70% | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WisdomTree Physical Gold | reinvestment | 251.3671 | +36.76% | +46.00% | |
| WisdomTree Physical Gold H | reinvestment | 14.8202 | +34.08% | +36.35% |
Performance
| Año hasta la fecha | +30.09% | ||
|---|---|---|---|
| 6 Meses | +15.83% | ||
| Promedio móvil | +36.76% | ||
| 3 Años | +46.00% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +40.22% | ||
| Año | |||
| 2023 | +13.35% | ||
| 2022 | -0.81% | ||
| 2021 | -4.13% | ||
