TER
0,05% p.a.
Distributiebeleid
Accumulerend
Replicatie
Synthetisch
Fondsgrootte
EUR 49 m
Startdatum
2 maart 2022
Overzicht
Verhandel deze ETF bij je broker
Beschrijving
The WisdomTree Euro Stoxx 50 seeks to track the EURO STOXX® 50 index. The EURO STOXX® 50 index tracks the 50 largest companies in the eurozone.
Basis
Data
| Index | EURO STOXX® 50 |
| Investeringsfocus | Aandelen, Europa |
| Fondsgrootte | EUR 49 m |
| Totale kostenratio (TER) | 0,05% p.a. |
| Replicatie | Synthetisch (Gefinancierde swap) |
| Juridische structuur | ETC |
| Strategierisico | Langdurig |
| Duurzaamheid | No |
| Valuta van het fonds | EUR |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 17,53% |
| Startdatum/Noteringsdatum | 2 maart 2022 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Ierland |
| Fondsaanbieder | WisdomTree |
| Fondsstructuur | Public Limited Company |
| UCITS-conformiteit | No |
| Administrateur | Link IFS |
| Beleggingsadviseur | |
| Bewaarbank | Bank of New York Mellon |
| Revisiebedrijf | Ernst & Young |
| Einde belastingjaar | 31 december |
| Vertegenwoordiger van Zwitserland | - |
| Zwitserse uitbetalende instantie | - |
| Duitsland | Onbekend |
| Zwitserland | Onbekend |
| Oostenrijk | Niet-belastingplichtig fonds |
| UK | UK-rapportage |
| Indextype | Totale rendementsindex |
| Swap tegenpartij | BNP Paribas Arbitrage SNC |
| Collateral manager | Bank of New York Mellon |
| Effectenlening | No |
| Tegenpartij die effecten uitleent |
Vergelijkbare ETC
In dit gedeelte vind je informatie over andere ETC met een vergelijkbare beleggingsfocus als de WisdomTree Euro Stoxx 50
Vergelijkbare ETC via ETF zoeken
Vergelijkbare ETC via beleggingsgidsen
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | +12,35% |
| 1 maand | +13,72% |
| 3 maanden | +1,08% |
| 6 maanden | +15,46% |
| 1 jaar | +8,66% |
| 3 jaar | +60,45% |
| 5 jaar | - |
| Since inception | +56,08% |
| 2024 | +10,34% |
| 2023 | +22,18% |
| 2022 | - |
| 2021 | - |
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 | 17,53% |
| Volatiliteit 3 jaar | 16,30% |
| Volatiliteit 5 jaar | - |
| Rendement/Risico 1 jaar | - |
| Rendement/Risico 3 jaar | - |
| Rendement/Risico 5 jaar | - |
| Maximaal waardedaling 1 jaar | -16,43% |
| Maximaal waardedaling 3 jaar | -16,43% |
| Maximaal waardedaling 5 jaar | - |
| Maximaal waardedaling sinds aanvang | -16,43% |
Voortschrijdende volatiliteit over 1 jaar
Beurs
Beursnoteringen
| Beursnotering | Handelsvaluta | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Borsa Italiana | EUR | WS5X | WS5X IM | WS5X.MI |
Meer informatie
Verdere ETC op de EURO STOXX® 50-index
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| iShares EURO STOXX 50 UCITS ETF (DE) | 8.561 | 0,09% p.a. | Distribueren | Volledige replicatie |
| iShares Core EURO STOXX 50 UCITS ETF EUR (Acc) | 5.200 | 0,10% p.a. | Accumulerend | Volledige replicatie |
| Xtrackers EURO STOXX 50 UCITS ETF 1C | 4.937 | 0,09% p.a. | Accumulerend | Volledige replicatie |
| Xtrackers EURO STOXX 50 UCITS ETF 1D | 4.894 | 0,09% p.a. | Distribueren | Volledige replicatie |
| iShares Core EURO STOXX 50 UCITS ETF EUR (Dist) | 4.615 | 0,10% p.a. | Distribueren | Volledige replicatie |
Nieuwste artikelen
Veelgestelde vragen
What is the name of -?
The name of - is WisdomTree Euro Stoxx 50.
What is the ticker of WisdomTree Euro Stoxx 50?
The primary ticker of WisdomTree Euro Stoxx 50 is -.
What is the ISIN of WisdomTree Euro Stoxx 50?
The ISIN of WisdomTree Euro Stoxx 50 is XS2427362145.
What are the costs of WisdomTree Euro Stoxx 50?
The total expense ratio (TER) of WisdomTree Euro Stoxx 50 amounts to 0,05% 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.
Is WisdomTree Euro Stoxx 50 paying dividends?
WisdomTree Euro Stoxx 50 is an accumulating ETF. This means that dividends are not distributed to investors. Instead, dividends are reinvested in the fund on the ex-date, which leads to an increase of the ETF's share price.
What's the fund size of WisdomTree Euro Stoxx 50?
The fund size of WisdomTree Euro Stoxx 50 is 49m 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).
Standaard zijn ETF-rendementen inclusief dividenduitkeringen (indien van toepassing).
