NAV06/01/2025 Chg.-0.2742 Type de rendement Focus sur l'investissement Société de fonds
28.7928USD -0.94% reinvestment Equity ETF Stocks Wisdom Tree M. 
 

Performance mensuelle

  janv. févr. mars avr. mai juin juil. août sept. oct. nov. déc. Total
2015 - - - - - - - - - - - -0.13 -
2016 -8.55 -3.78 5.29 4.07 -1.50 -4.43 8.31 2.88 0.68 2.47 -1.14 1.71 +4.90%
2017 3.89 2.13 -0.56 0.97 0.79 1.67 2.41 -0.16 2.74 4.28 2.51 1.96 +24.99%
2018 4.41 -1.79 -4.11 0.88 -2.27 -2.77 1.02 -0.15 2.77 -8.34 -0.86 -7.45 -17.83%
2019 7.23 -0.98 -0.38 2.04 -6.38 4.68 -0.28 -2.60 5.17 5.89 0.51 1.88 +17.15%
2020 -2.64 -9.31 -10.72 6.19 5.59 -0.56 -3.34 8.73 0.75 -1.28 10.95 5.37 +7.42%
2021 0.00 2.50 2.80 -1.72 3.27 -1.39 -1.58 2.28 3.14 -3.73 -3.34 3.91 +5.89%
2022 -1.27 0.13 0.00 -8.37 2.03 -7.91 4.73 -1.87 -10.91 2.30 11.53 1.92 -9.37%
2023 5.89 -1.87 2.88 0.27 1.76 6.38 4.00 -1.52 -0.53 -5.23 8.15 3.43 +25.31%
2024 5.71 4.52 3.18 -3.58 0.91 -0.82 5.97 -1.21 -0.19 -3.52 0.63 0.57 -
2025 -1.10 - - - - - - - - - - - -

Valeurs calculées

  CAD 6 Mois 1 An 3 Ans 5 Ans
Volatilité 6.33% 29.52% 24.13% 20.56% 20.35%
Ratio de Sharpe -8.15 -0.19 0.35 0.23 0.25
Le meilleur mois +0.57% +5.97% +5.97% +11.53% +11.53%
Le plus défavorable mois -1.10% -3.52% -3.58% -10.91% -10.91%
Perte maximale -1.10% -18.12% -18.12% -26.44% -31.17%
Surperformance +1.23% - -2.46% -10.65% -
 
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 21.2306 +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

CAD
  -1.10%
6 Mois
  -1.40%
1 An  
+11.21%
3 Ans  
+24.32%
5 Ans  
+45.20%
Depuis le début  
+83.51%
Année
2023  
+25.31%
2022
  -9.37%
2021  
+5.89%
2020  
+7.42%
2019  
+17.15%
2018
  -17.83%
2017  
+24.99%
2016  
+4.90%