WisdomTree S.CHF L.EUR/ JE00B3L54023 /
| NAV08/07/2024 | Diferencia+0.0062 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 28.4081EUR | +0.02% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | -0.22 | 1.51 | 0.50 | -0.90 | 0.00 | -0.46 | -2.11 | 0.45 | -0.18 | -2.34 | -1.66 | -0.70 | -6.01% |
| 2022 | 0.55 | -1.44 | -0.90 | -0.19 | 0.05 | -2.79 | -3.16 | 0.88 | -1.82 | 2.52 | -0.75 | 0.78 | -6.23% |
| 2023 | 1.11 | -0.25 | 0.07 | -0.75 | -0.52 | 0.46 | -1.79 | 0.67 | 1.38 | -0.30 | -0.99 | -1.64 | -2.57% |
| 2024 | 0.62 | 2.65 | 2.46 | 1.24 | 0.29 | -1.32 | 1.03 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.34% | 5.43% | 5.20% | 5.91% | -% |
| Índice de Sharpe | 1.98 | 2.05 | 0.11 | -1.05 | - |
| El mes mejor | +2.65% | +2.65% | +2.65% | +2.65% | - |
| El mes peor | -1.64% | -1.32% | -1.79% | -3.16% | - |
| Pérdida máxima | -3.95% | -3.95% | -3.95% | -15.49% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +7.12% | ||
|---|---|---|---|
| 6 Meses | +7.14% | ||
| Promedio móvil | +4.26% | ||
| 3 Años | -7.26% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -8.02% | ||
| Año | |||
| 2023 | -2.57% | ||
| 2022 | -6.23% | ||
| 2021 | -6.01% | ||
