WisdomTree Artificial Intelligence UE/ IE00BDVPNG13 /
| NAV22/01/2025 | Diferencia+0.9846 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 72.9484USD | +1.37% | reinvestment | Equity Worldwide | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -8.70 | - |
| 2019 | 14.51 | 7.72 | -0.10 | 7.86 | -9.28 | 7.07 | 4.95 | -2.45 | -1.99 | 2.28 | 5.70 | 5.48 | +47.71% |
| 2020 | 2.38 | -6.48 | -16.78 | 18.56 | 10.14 | 8.13 | 5.75 | 8.58 | -1.97 | 1.24 | 24.47 | 9.63 | +74.93% |
| 2021 | 8.65 | -0.26 | -7.85 | 3.41 | -3.68 | 5.52 | 0.38 | 3.92 | -5.51 | 6.34 | 0.95 | 3.79 | +15.29% |
| 2022 | -10.40 | -0.89 | -2.55 | -13.44 | -0.20 | -13.80 | 8.36 | -6.38 | -13.70 | 5.49 | 6.13 | -7.52 | -41.59% |
| 2023 | 18.03 | 1.32 | 6.12 | -9.86 | 15.69 | 3.88 | 9.94 | -8.14 | -5.17 | -6.65 | 16.14 | 8.71 | +55.16% |
| 2024 | -2.45 | 7.27 | -0.19 | -7.05 | 2.70 | 2.71 | -3.38 | 1.94 | -0.02 | 0.57 | 9.25 | 0.53 | +11.38% |
| 2025 | 5.56 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 24.61% | 25.59% | 22.05% | 25.64% | 26.85% |
| Índice de Sharpe | 1.63 | 0.30 | 0.71 | -0.01 | 0.43 |
| El mes mejor | +1.58% | +9.25% | +9.25% | +18.03% | +24.47% |
| El mes peor | +0.53% | -3.38% | -7.05% | -13.80% | -16.78% |
| Pérdida máxima | -6.24% | -18.80% | -19.03% | -42.39% | -46.78% |
| Rendimiento superior | +20.91% | - | +26.05% | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +5.56% | ||
|---|---|---|---|
| 6 Meses | +14.84% | ||
| Promedio móvil | +17.37% | ||
| 3 Años | +17.93% | ||
| 5 Años | +103.39% | ||
| Desde el principio | +189.80% | ||
| Año | |||
| 2024 | +11.38% | ||
| 2023 | +55.16% | ||
| 2022 | -41.59% | ||
| 2021 | +15.29% | ||
| 2020 | +74.93% | ||
| 2019 | +47.71% | ||