WisdomTree Short USD Long EUR/ JE00B3SBYQ91 /
NAV09/07/2024 | Chg.-0.0503 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
29.7042EUR | -0.17% | reinvestment | ETN Worldwide | Wisdom Tree M. ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | -0.93 | -0.32 | -3.47 | 2.18 | 1.31 | -3.27 | -0.24 | -0.70 | -2.06 | -0.37 | -2.98 | 0.78 | -9.79% |
2022 | -1.68 | -0.07 | -1.29 | -5.51 | 1.21 | -2.83 | -2.91 | -1.80 | -3.78 | 1.35 | 3.80 | 3.37 | -10.10% |
2023 | 1.56 | -2.52 | 2.27 | 1.55 | -3.47 | 2.29 | 1.03 | -1.57 | -2.43 | -0.10 | 3.23 | 1.27 | +2.88% |
2024 | -1.59 | -0.32 | -0.13 | -0.92 | 1.60 | -1.25 | 0.94 | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 5.43% | 5.34% | 6.37% | 7.66% | -% |
Sharpe ratio | -1.28 | -0.90 | -0.74 | -1.13 | - |
Best month | +1.60% | +1.60% | +3.23% | +3.80% | - |
Worst month | -1.59% | -1.59% | -2.43% | -5.51% | - |
Maximum loss | -2.97% | -2.96% | -6.79% | -22.08% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | -1.71% | ||
---|---|---|---|
6 Months | -0.56% | ||
1 Year | -1.01% | ||
3 Years | -14.05% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -17.98% | ||
Year | |||
2023 | +2.88% | ||
2022 | -10.10% | ||
2021 | -9.79% |