WisdomTree Japan Equity U.E.USD Acc H/ IE00BYQCZD50 /
| NAV22/01/2025 | Chg.+0.3280 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 42.6365USD | +0.78% | reinvestment | Equity ETF Stocks | Wisdom Tree M. ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -1.87 | - | - | - | - | - | - | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 10.80% | 33.21% | 25.90% | 19.78% | 20.02% |
| Ratio de Sharpe | -2.74 | -0.10 | 0.61 | 1.09 | 0.78 |
| Le meilleur mois | +5.52% | +5.52% | +9.69% | +10.30% | +10.70% |
| Le plus défavorable mois | -1.87% | -3.99% | -3.99% | -6.33% | -10.46% |
| Perte maximale | -3.93% | -24.32% | -26.90% | -26.90% | -31.15% |
| Surperformance | -5.79% | - | -6.57% | -11.44% | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| WisdomTree Japan Equity U.E.GBP ... | paying dividend | 21.0067 | +18.29% | +87.37% | |
| WisdomTree Japan Equity UCITS ET... | reinvestment | 28.6475 | +6.85% | +23.91% | |
| WisdomTree Japan Equity U.E.USD ... | paying dividend | 34.0939 | +18.29% | +91.33% | |
| WisdomTree Japan Equity U.E.EUR ... | reinvestment | 34.1935 | +16.78% | +80.82% | |
| WisdomTree Japan Equity U.E.CHF ... | reinvestment | 38.1125 | +14.02% | +72.25% | |
| WisdomTree Japan Equity U.E.USD ... | reinvestment | 42.6365 | +18.53% | +91.88% |
Performance
| CAD | -1.87% | ||
|---|---|---|---|
| 6 Mois | -0.29% | ||
| 1 An | +18.53% | ||
| 3 Ans | +91.88% | ||
| 5 Ans | +130.97% | ||
| Depuis le début | +165.48% | ||
| Année | |||
| 2023 | +40.52% | ||
| 2022 | +6.58% | ||
| 2021 | +18.04% | ||
| 2020 | +2.79% | ||
| 2019 | +18.47% | ||
| 2018 | -18.62% | ||