WisdomTree Japan Equity U.E.GBP Dis H/ IE00BYQCZF74 /
| NAV07/01/2025 | Diferencia+0.2075 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 21.4381GBP | +0.98% | paying dividend | Equity ETF Stocks | Wisdom Tree M. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2.65 | - |
| 2016 | -8.16 | -10.90 | 4.87 | -0.91 | 2.06 | -14.11 | 8.34 | 3.97 | -1.39 | 6.57 | 6.39 | 4.14 | -2.24% |
| 2017 | 0.35 | 1.50 | -0.89 | 0.89 | 0.10 | 3.28 | 0.77 | -0.57 | 4.78 | 5.30 | 0.95 | 2.66 | +20.64% |
| 2018 | 1.18 | -4.17 | -4.26 | 3.82 | -2.98 | -0.88 | 2.12 | -1.08 | 5.29 | -9.09 | -0.19 | -10.88 | -20.29% |
| 2019 | 6.36 | 1.32 | -0.90 | 2.74 | -9.18 | 3.91 | 0.57 | -4.85 | 6.87 | 5.70 | 1.86 | 1.25 | +15.44% |
| 2020 | -2.90 | -9.98 | -11.09 | 5.31 | 6.45 | -0.33 | -5.15 | 8.25 | 0.98 | -2.16 | 10.36 | 4.30 | +1.40% |
| 2021 | 1.42 | 4.19 | 6.58 | -2.83 | 3.88 | -0.42 | -2.67 | 2.39 | 4.75 | -1.49 | -3.85 | 5.23 | +17.78% |
| 2022 | -1.19 | 0.08 | 5.24 | -2.09 | 1.39 | -2.59 | 3.18 | 1.96 | -6.82 | 5.08 | 5.08 | -3.51 | +5.12% |
| 2023 | 4.66 | 3.05 | 0.91 | 2.78 | 4.68 | 10.06 | 2.60 | 1.38 | 2.41 | -3.31 | 5.92 | -0.88 | +39.33% |
| 2024 | 9.68 | 7.31 | 4.73 | 0.73 | 1.16 | 1.88 | -0.49 | -3.95 | -1.56 | 3.22 | -0.48 | 5.58 | - |
| 2025 | 0.12 | - | - | - | - | - | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.69% | 33.51% | 26.06% | 19.99% | 20.29% |
| Índice de Sharpe | 0.36 | -0.09 | 0.98 | 1.02 | 0.75 |
| El mes mejor | +5.58% | +5.58% | +9.68% | +10.06% | +10.36% |
| El mes peor | +0.12% | -3.95% | -3.95% | -6.82% | -11.09% |
| Pérdida máxima | -0.85% | -27.02% | -27.02% | -27.02% | -32.51% |
| Rendimiento superior | +8.01% | - | +3.45% | -5.03% | - |
Todas las cotizaciones en GBP
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 | +0.12% | ||
|---|---|---|---|
| 6 Meses | -0.10% | ||
| Promedio móvil | +28.31% | ||
| 3 Años | +87.01% | ||
| 5 Años | +129.41% | ||
| Desde el principio | +151.14% | ||
| Año | |||
| 2023 | +39.33% | ||
| 2022 | +5.12% | ||
| 2021 | +17.78% | ||
| 2020 | +1.40% | ||
| 2019 | +15.44% | ||
| 2018 | -20.29% | ||
| 2017 | +20.64% | ||
| 2016 | -2.24% | ||
Dividendos
| 03/01/2025 | 0.21 GBP |
| 05/07/2024 | 0.20 GBP |
| 04/01/2024 | 0.15 GBP |
| 06/07/2023 | 0.18 GBP |
| 05/01/2023 | 0.15 GBP |
| 07/07/2022 | 0.19 GBP |
| 06/01/2022 | 0.12 GBP |
| 01/07/2021 | 0.11 GBP |
| 04/01/2021 | 0.09 GBP |
| 02/07/2020 | 0.11 GBP |
| 03/01/2020 | 0.10 GBP |
| 05/07/2019 | 0.13 GBP |
| 03/01/2019 | 0.11 GBP |
| 28/06/2018 | 0.12 GBP |
| 04/01/2018 | 0.10 GBP |
| 29/06/2017 | 0.06 GBP |
| 05/01/2017 | 0.10 GBP |