TER
0,49% p.a.
Distributiebeleid
Accumulerend
Replicatie
Swap-gebaseerd
Fondsgrootte
20 m
Overzicht
Verhandel deze ETF bij je broker
Beschrijving
The WisdomTree Zinc seeks to track the Bloomberg Zinc index. The Bloomberg Zinc index tracks the price of futures contracts on zinc.
Grafiek
Basis
Data
| Index | Bloomberg Zinc |
| Investeringsfocus | Grondstoffen, Industriële metalen, Zink |
| Fondsgrootte | EUR 20 m |
| Totale kostenratio (TER) | 0,49% p.a. |
| Replicatie | Synthetisch (Swap-gebaseerd) |
| Juridische structuur | ETC |
| Strategierisico | Langdurig |
| Duurzaamheid | No |
| Valuta van het fonds | USD |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 24,14% |
| Oprichtingsdatum/Noteringsdatum | 27 september 2006 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Jersey |
| Fondsaanbieder | WisdomTree |
| Fondsstructuur | - |
| UCITS-conformiteit | No |
| Administrateur | - |
| Beleggingsadviseur | - |
| Bewaarbank | - |
| Revisiebedrijf | - |
| Einde belastingjaar | - |
| Vertegenwoordiger van Zwitserland | - |
| Zwitserse uitbetalende instantie | - |
| Duitsland | Onbekend |
| Zwitserland | Onbekend |
| Oostenrijk | Onbekend |
| UK | Onbekend |
| Indextype | - |
| Swap tegenpartij | - |
| Collateral manager | - |
| Effectenlening | No |
| Tegenpartij die effecten uitleent | - |
Vergelijkbare ETC
In dit gedeelte vind je informatie over andere ETC met een vergelijkbare beleggingsfocus als de WisdomTree Zinc
Vergelijkbare ETC via beleggingsgidsen
Wat vind je van ons nieuwe ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | +11,49% |
| 1 maand | +4,00% |
| 3 maanden | +2,91% |
| 6 maanden | +14,23% |
| 1 jaar | +24,54% |
| 3 jaar | +15,12% |
| 5 jaar | +29,09% |
| Since inception | -21,09% |
| 2023 | -11,41% |
| 2022 | -6,49% |
| 2021 | +37,16% |
| 2020 | +7,40% |
Maandelijks rendement in een heat map
Risico
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risico-overzicht
| Volatiliteit 1 jaar | 24,14% |
| Volatiliteit 3 jaar | 27,01% |
| Volatiliteit 5 jaar | 25,01% |
| Rendement/Risico 1 jaar | 1,01 |
| Rendement/Risico 3 jaar | 0,18 |
| Rendement/Risico 5 jaar | 0,21 |
| Maximaal waardedaling 1 jaar | -14,56% |
| Maximaal waardedaling 3 jaar | -46,47% |
| Maximaal waardedaling 5 jaar | -46,47% |
| Maximaal waardedaling sinds aanvang | -78,26% |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Xetra | EUR | OD7T | - - | - - | - |
| gettex | EUR | OD7T | - - | - - | - |
| Borsa Italiana | EUR | ZINC | - - | - - | - |
| London Stock Exchange | USD | ZINC | - - | - - | - |
Meer informatie
Andere ETC met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| WisdomTree Copper | 978 | 0,49% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree Industrial Metals | 489 | 0,49% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree Energy Transition Metals | 212 | 0,45% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree Nickel | 106 | 0,49% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree Aluminium | 89 | 0,49% p.a. | Accumulerend | Swap-gebaseerd |
Nieuwste artikelen
Veelgestelde vragen
What is the name of -?
The name of - is WisdomTree Zinc.
What is the ticker of WisdomTree Zinc?
The primary ticker of WisdomTree Zinc is -.
What is the ISIN of WisdomTree Zinc?
The ISIN of WisdomTree Zinc is GB00B15KY872.
What are the costs of WisdomTree Zinc?
The total expense ratio (TER) of WisdomTree Zinc amounts to 0,49% p.a.. These costs are withdrawn continuously from the fund assets and already included in the performance of the ETF. You don't have to pay them separately. Please have a look at our article for more information about the cost of ETFs.
What's the fund size of WisdomTree Zinc?
The fund size of WisdomTree Zinc is 20m Euro. See the following article for more information about the size of ETFs.
— Gegevens verstrekt door Trackinsight, etfinfo, Xignite Inc., gettex, FactSet en justETF GmbH.
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).