WisdomTree Japan Equity U.E.USD Acc H/ IE00BYQCZD50 /
| NAV1/7/2025 | Chg.+0.4202 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 43.4952USD | +0.98% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | 1.08 | 0.13 | 3.40 | 0.85 | -0.42 | 5.03 | 5.37 | 1.04 | 2.82 | - |
| 2018 | 1.32 | -3.90 | -4.28 | 3.85 | -2.72 | -0.73 | 2.26 | -0.88 | 5.35 | -8.77 | -0.06 | -10.55 | -18.62% |
| 2019 | 6.61 | 1.46 | -0.72 | 2.84 | -8.69 | 4.11 | 0.68 | -4.66 | 7.14 | 6.12 | 1.98 | 1.39 | +18.47% |
| 2020 | -2.74 | -9.67 | -10.46 | 5.35 | 6.40 | -0.43 | -5.30 | 8.29 | 0.97 | -2.17 | 10.70 | 4.39 | +2.79% |
| 2021 | 1.44 | 4.25 | 6.54 | -2.83 | 3.94 | -0.47 | -2.68 | 2.41 | 4.67 | -1.53 | -3.75 | 5.42 | +18.04% |
| 2022 | -1.22 | 0.09 | 5.20 | -1.95 | 1.37 | -2.49 | 3.22 | 1.95 | -6.33 | 5.22 | 5.52 | -3.39 | +6.58% |
| 2023 | 4.82 | 3.03 | 1.02 | 2.87 | 4.67 | 10.30 | 2.64 | 1.34 | 2.32 | -3.25 | 6.25 | -0.87 | +40.52% |
| 2024 | 9.69 | 7.30 | 4.76 | 0.73 | 1.26 | 1.85 | -0.42 | -3.99 | -1.55 | 3.26 | -0.44 | 5.52 | - |
| 2025 | 0.11 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.74% | 33.40% | 25.95% | 19.85% | 20.03% |
| Sharpe ratio | 0.31 | -0.09 | 0.99 | 1.08 | 0.81 |
| Best month | +5.52% | +5.52% | +9.69% | +10.30% | +10.70% |
| Worst month | +0.11% | -3.99% | -3.99% | -6.33% | -10.46% |
| Maximum loss | -0.86% | -26.90% | -26.90% | -26.90% | -31.33% |
| Outperformance | -5.79% | - | -6.57% | -11.44% | - |
All quotes in USD
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 | +0.11% | ||
|---|---|---|---|
| 6 Months | -0.09% | ||
| 1 Year | +28.46% | ||
| 3 Years | +91.44% | ||
| 5 Years | +138.46% | ||
| Since start | +170.83% | ||
| Year | |||
| 2023 | +40.52% | ||
| 2022 | +6.58% | ||
| 2021 | +18.04% | ||
| 2020 | +2.79% | ||
| 2019 | +18.47% | ||
| 2018 | -18.62% | ||