WisdomTree Japan Equity U.E.EUR Acc H/ IE00BYQCZJ13 /
NAV1/6/2025 | Chg.-0.2987 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
34.5635EUR | -0.86% | 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 | -0.88 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 6.02% | 32.92% | 25.64% | 19.81% | 19.98% |
Sharpe ratio | -7.35 | -0.19 | 0.89 | 0.95 | 0.72 |
Best month | +5.47% | +5.47% | +9.69% | +9.97% | +10.42% |
Worst month | -0.88% | -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 | 21.2306 | +27.06% | +86.11% | |
WisdomTree Japan Equity UCITS ET... | reinvestment | 28.7928 | +11.21% | +24.32% | |
WisdomTree Japan Equity U.E.USD ... | paying dividend | 34.4462 | +26.99% | +90.01% | |
WisdomTree Japan Equity U.E.EUR ... | reinvestment | 34.5635 | +25.46% | +79.64% | |
WisdomTree Japan Equity U.E.CHF ... | reinvestment | 38.5751 | +22.73% | +71.27% | |
WisdomTree Japan Equity U.E.USD ... | reinvestment | 43.0750 | +27.22% | +90.60% |
Performance
YTD | -0.88% | ||
---|---|---|---|
6 Months | -1.83% | ||
1 Year | +25.46% | ||
3 Years | +79.64% | ||
5 Years | +119.59% | ||
Since start | +138.37% | ||
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% |