WisdomTree Japan Equity U.E.EUR Acc H/ IE00BYQCZJ13 /
| NAV1/7/2025 | Chg.+0.3344 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 34.8979EUR | +0.97% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2.51 | - |
| 2016 | -7.98 | -10.74 | 4.78 | -1.02 | 2.07 | -12.37 | 8.17 | 3.78 | -1.42 | 6.26 | 6.80 | 4.03 | -0.47% |
| 2017 | 0.27 | 1.49 | -1.00 | 0.94 | 0.00 | 3.14 | 0.71 | -0.64 | 4.99 | 5.24 | 0.88 | 2.56 | +19.99% |
| 2018 | 1.13 | -4.20 | -4.44 | 3.73 | -3.13 | -0.91 | 2.03 | -1.14 | 5.18 | -9.27 | -0.26 | -10.82 | -21.08% |
| 2019 | 6.32 | 1.22 | -1.00 | 2.70 | -9.06 | 3.82 | 0.49 | -4.98 | 6.99 | 5.78 | 1.74 | 1.14 | +14.86% |
| 2020 | -3.00 | -9.86 | -11.01 | 5.22 | 6.18 | -0.50 | -5.13 | 8.23 | 0.91 | -2.30 | 10.42 | 4.20 | +0.75% |
| 2021 | 1.36 | 4.22 | 6.58 | -2.75 | 3.80 | -0.55 | -2.74 | 2.37 | 4.69 | -1.58 | -3.96 | 5.18 | +17.12% |
| 2022 | -1.27 | 0.05 | 5.04 | -2.20 | 1.25 | -2.78 | 3.29 | 1.75 | -6.86 | 5.04 | 4.90 | -3.59 | +3.87% |
| 2023 | 4.59 | 2.88 | 0.81 | 2.73 | 4.71 | 9.97 | 2.50 | 1.24 | 2.26 | -3.41 | 5.89 | -1.03 | +37.84% |
| 2024 | 9.69 | 7.22 | 4.66 | 0.63 | 1.05 | 1.78 | -0.54 | -4.19 | -1.68 | 3.10 | -0.60 | 5.47 | - |
| 2025 | 0.08 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.67% | 32.83% | 25.61% | 19.80% | 19.97% |
| Sharpe ratio | 0.15 | -0.14 | 0.94 | 0.96 | 0.71 |
| Best month | +5.47% | +5.47% | +9.69% | +9.97% | +10.42% |
| Worst month | +0.08% | -4.19% | -4.19% | -6.86% | -11.01% |
| Maximum loss | -0.88% | -26.57% | -26.57% | -26.57% | -31.29% |
| Outperformance | -3.35% | - | -3.74% | -17.55% | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| 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
| YTD | +0.08% | ||
|---|---|---|---|
| 6 Months | -0.88% | ||
| 1 Year | +26.67% | ||
| 3 Years | +80.44% | ||
| 5 Years | +118.66% | ||
| Since start | +140.68% | ||
| Year | |||
| 2023 | +37.84% | ||
| 2022 | +3.87% | ||
| 2021 | +17.12% | ||
| 2020 | +0.75% | ||
| 2019 | +14.86% | ||
| 2018 | -21.08% | ||
| 2017 | +19.99% | ||
| 2016 | -0.47% | ||