WisdomTree Short SEK Long EUR/ JE00B3NXB475 /
NAV8/1/2024 | Chg.-0.2542 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
45.9067EUR | -0.55% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | 0.52 | 0.54 | 0.25 | -0.84 | -0.60 | -0.19 | 0.39 | -0.27 | -0.79 | -2.18 | 2.55 | 0.59 | -0.10% |
2022 | 1.39 | 1.11 | -2.46 | -0.59 | 1.16 | 1.96 | -3.24 | 2.60 | 2.07 | -0.31 | 0.44 | 1.25 | +5.33% |
2023 | 2.15 | -2.76 | 1.88 | 0.62 | 2.54 | 1.67 | -1.67 | 2.73 | -3.09 | 2.86 | -3.03 | -2.47 | +1.10% |
2024 | 1.01 | -0.05 | 3.29 | 1.83 | -2.54 | -0.43 | 2.33 | -0.55 | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 6.03% | 6.13% | 6.47% | 7.15% | -% |
Sharpe ratio | 0.81 | 0.43 | -0.39 | 0.02 | - |
Best month | +3.29% | +3.29% | +3.29% | +3.29% | - |
Worst month | -2.54% | -2.54% | -3.09% | -3.24% | - |
Maximum loss | -4.54% | -4.54% | -7.36% | -7.36% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +4.87% | ||
---|---|---|---|
6 Months | +3.10% | ||
1 Year | +1.14% | ||
3 Years | +11.70% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +11.56% | ||
Year | |||
2023 | +1.10% | ||
2022 | +5.33% | ||
2021 | -0.10% |