WisdomTree S.USD L.EUR 5x D./ JE00BMM1XD84 /
NAV8/13/2024 | Chg.+0.0355 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
3.2712EUR | +1.10% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -4.08 | -1.28 | -16.20 | 11.75 | 7.06 | -15.37 | -0.67 | -3.07 | -9.57 | -1.35 | -13.77 | 4.60 | -37.75% |
2022 | -7.84 | -0.31 | -6.78 | -25.08 | 6.38 | -13.75 | -14.45 | -9.06 | -15.01 | 1.90 | 18.64 | 17.63 | -44.64% |
2023 | 7.38 | -12.87 | 10.60 | 7.32 | -16.87 | 10.99 | 3.80 | -8.68 | -12.60 | -1.77 | 15.36 | 5.03 | +1.03% |
2024 | -8.87 | -2.64 | -1.57 | -5.82 | 7.11 | -7.20 | 4.03 | 5.82 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 27.47% | 26.30% | 31.12% | 38.62% | -% |
Sharpe ratio | -0.70 | 0.34 | -0.41 | -0.77 | - |
Best month | +7.11% | +7.11% | +15.36% | +18.64% | - |
Worst month | -8.87% | -7.20% | -12.60% | -25.08% | - |
Maximum loss | -17.10% | -15.26% | -22.26% | -72.09% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | -9.99% | ||
---|---|---|---|
6 Months | +6.06% | ||
1 Year | -9.03% | ||
3 Years | -59.48% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -68.67% | ||
Year | |||
2023 | +1.03% | ||
2022 | -44.64% | ||
2021 | -37.75% |