WisdomTree Japan Equity U.E.CHF Acc H/ IE00BYQCZL35 /
| NAV07/01/2025 | Diferencia+0.3711 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 38.9462CHF | +0.96% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 3.92 | - |
| 2017 | 0.24 | 1.43 | -1.03 | 0.89 | -0.04 | 3.11 | 0.67 | -0.61 | 4.90 | 5.29 | 0.88 | 2.50 | +19.58% |
| 2018 | 1.07 | -4.22 | -4.66 | 3.73 | -3.02 | -0.99 | 2.02 | -1.14 | 5.14 | -9.29 | -0.32 | -10.83 | -21.40% |
| 2019 | 6.35 | 1.17 | -1.00 | 2.67 | -8.92 | 3.79 | 0.41 | -4.91 | 6.93 | 5.78 | 1.77 | 1.03 | +14.80% |
| 2020 | -2.94 | -9.86 | -10.72 | 5.18 | 6.25 | -0.25 | -5.27 | 8.20 | 0.92 | -2.30 | 10.53 | 4.21 | +1.36% |
| 2021 | 1.34 | 4.22 | 6.62 | -2.76 | 3.80 | -0.54 | -2.71 | 2.34 | 4.69 | -1.56 | -3.86 | 5.17 | +17.29% |
| 2022 | -1.28 | 0.01 | 4.98 | -2.21 | 1.23 | -2.68 | 3.04 | 1.74 | -6.70 | 5.04 | 4.77 | -3.74 | +3.47% |
| 2023 | 4.48 | 2.76 | 0.63 | 2.49 | 4.48 | 9.81 | 2.32 | 1.04 | 2.11 | -3.57 | 5.59 | -1.20 | +34.94% |
| 2024 | 9.58 | 7.16 | 4.52 | 0.38 | 0.84 | 1.52 | -0.80 | -4.29 | -1.89 | 2.86 | -0.78 | 5.22 | - |
| 2025 | 0.06 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.72% | 32.20% | 25.23% | 19.55% | 19.84% |
| Índice de Sharpe | 0.06 | -0.21 | 0.84 | 0.87 | 0.67 |
| El mes mejor | +5.22% | +5.22% | +9.58% | +9.81% | +10.53% |
| El mes peor | +0.06% | -4.29% | -4.29% | -6.70% | -10.72% |
| Pérdida máxima | -0.89% | -26.24% | -26.24% | -26.24% | -31.14% |
| Rendimiento superior | -1.62% | - | -0.59% | -9.86% | - |
Todas las cotizaciones en CHF
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WisdomTree Japan Equity U.E.GBP ... | paying dividend | 21.4381 | +28.31% | +87.01% | |
| WisdomTree Japan Equity UCITS ET... | reinvestment | 28.9938 | +11.99% | +24.44% | |
| WisdomTree Japan Equity U.E.USD ... | paying dividend | 34.7830 | +28.23% | +90.88% | |
| WisdomTree Japan Equity U.E.EUR ... | reinvestment | 34.8979 | +26.67% | +80.44% | |
| WisdomTree Japan Equity U.E.CHF ... | reinvestment | 38.9462 | +23.91% | +72.04% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 43.4952 | +28.46% | +91.44% |
Performance
| Año hasta la fecha | +0.06% | ||
|---|---|---|---|
| 6 Meses | -2.07% | ||
| Promedio móvil | +23.91% | ||
| 3 Años | +72.04% | ||
| 5 Años | +110.08% | ||
| Desde el principio | +138.62% | ||
| Año | |||
| 2023 | +34.94% | ||
| 2022 | +3.47% | ||
| 2021 | +17.29% | ||
| 2020 | +1.36% | ||
| 2019 | +14.80% | ||
| 2018 | -21.40% | ||
| 2017 | +19.58% | ||