WisdomTree US Qu.Div.Growth U.E.USD Acc/ IE00BZ56RG20 /
| NAV2024-12-19 | Chg.-0.1244 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 47.3012USD | -0.26% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | 3.80 | -0.66 | -0.30 | -2.06 | 4.33 | 1.25 | - |
| 2017 | 1.87 | 4.54 | 0.55 | 1.53 | 1.62 | 0.80 | 0.95 | 0.83 | 2.48 | 2.62 | 4.57 | 1.46 | +26.48% |
| 2018 | 5.28 | -4.18 | -3.03 | -0.57 | 2.71 | -0.19 | 4.46 | 2.76 | 1.21 | -6.37 | 2.33 | -9.15 | -5.70% |
| 2019 | 6.34 | 4.25 | 1.77 | 3.05 | -7.44 | 6.89 | 2.09 | -1.25 | 2.96 | 1.93 | 3.83 | 2.10 | +29.03% |
| 2020 | -1.52 | -8.54 | -10.61 | 11.06 | 4.00 | 1.84 | 4.58 | 6.84 | -2.23 | -3.53 | 10.26 | 2.97 | +13.32% |
| 2021 | -1.51 | 0.92 | 6.42 | 2.76 | 1.51 | 0.97 | 2.56 | 1.76 | -5.11 | 6.21 | -0.34 | 6.50 | +24.39% |
| 2022 | -3.97 | -3.23 | 2.94 | -4.32 | 0.27 | -6.15 | 6.90 | -3.61 | -7.73 | 10.46 | 6.21 | -4.67 | -8.43% |
| 2023 | 3.39 | -2.20 | 2.83 | 1.70 | -1.12 | 6.66 | 2.62 | -1.67 | -5.40 | -1.52 | 7.93 | 4.80 | +18.58% |
| 2024 | 1.62 | 4.19 | 2.98 | -4.47 | 4.23 | 3.16 | 2.33 | 2.98 | 1.93 | -1.32 | 4.10 | -4.80 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.05% | 12.16% | 11.02% | 14.63% | 18.76% |
| Sharpe ratio | 1.40 | 0.40 | 1.35 | 0.49 | 0.52 |
| Best month | +4.80% | +4.10% | +4.80% | +10.46% | +11.06% |
| Worst month | -4.80% | -4.80% | -4.80% | -7.73% | -10.61% |
| Maximum loss | -6.52% | -6.52% | -6.52% | -18.45% | -31.87% |
| Outperformance | -2.70% | - | -7.81% | -2.42% | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| WisdomTree US Qu.Div.Growth U.E.... | reinvestment | 47.3012 | +17.78% | +33.21% | |
| WisdomTree US Qu.Div.Growth U.E.... | paying dividend | 41.5811 | +17.79% | +33.21% | |
| WisdomTree US Quality Dividend G... | reinvestment | 17.7671 | +15.56% | - | |
| WisdomTree US Quality Dividend G... | reinvestment | 17.8053 | +15.49% | - |
Performance
| YTD | +17.64% | ||
|---|---|---|---|
| 6 Months | +3.80% | ||
| 1 Year | +17.78% | ||
| 3 Years | +33.21% | ||
| 5 Years | +80.95% | ||
| 10 Years | - | ||
| Since start | +194.34% | ||
| Year | |||
| 2023 | +18.58% | ||
| 2022 | -8.43% | ||
| 2021 | +24.39% | ||
| 2020 | +13.32% | ||
| 2019 | +29.03% | ||
| 2018 | -5.70% | ||
| 2017 | +26.48% | ||
