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TER
0.40% p.a.
Méthode de distribution
Accumulating
Réplication
Synthetic
Taille du fonds
EUR 3 M
Date de création
25 February 2019
Overview
Description
The WisdomTree Energy Enhanced seeks to track the Optimised Roll Energy index. The Optimised Roll Energy index tracks commodities from the energy segment.
Chart
Basics
Data
| Index | Optimised Roll Energy |
| Investment focus | Commodities, Energy |
| Fund size | EUR 3 m |
| Total expense ratio | 0.40% p.a. |
| Replication | Synthetic (Swap-based) |
| Legal structure | ETC |
| Strategy risk | Long-only |
| Sustainability | No |
| Fund currency | USD |
| Currency risk | Currency unhedged |
| Volatility 1 year (in EUR) | 37.93% |
| Inception/ Listing Date | 25 February 2019 |
| Distribution policy | Accumulating |
| Distribution frequency | - |
| Fund domicile | Ireland |
| Fund Provider | WisdomTree |
| Fund Structure | - |
| UCITS compliance | No |
| Administrator | - |
| Investment Advisor | - |
| Custodian Bank | - |
| Revision Company | - |
| Fiscal Year End | - |
| Swiss representative | - |
| Swiss paying agent | - |
| Germany | Unknown |
| Switzerland | Unknown |
| Austria | Unknown |
| UK | Unknown |
| Italy | 26.0% |
| Indextype | - |
| Swap counterparty | - |
| Collateral manager | - |
| Securities lending | No |
| Securities lending counterparty | - |
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This section provides you with information on other ETCs with a similar investment focus to the WisdomTree Energy Enhanced.
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How do you like our ETF profile? Here you'll find our Questionnaire.
Performance
Returns overview
| YTD | +65.74% |
| 1 month | +2.74% |
| 3 months | +51.39% |
| 6 months | +50.98% |
| 1 year | +55.22% |
| 3 years | +28.70% |
| 5 years | +111.20% |
| Since inception (MAX) | +74.89% |
| 2025 | -17.74% |
| 2024 | +3.39% |
| 2023 | -20.48% |
| 2022 | +39.94% |
Monthly returns in a heat map
Risk
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%.
Risk overview
| Volatility 1 year | 37.93% |
| Volatility 3 years | 28.88% |
| Volatility 5 years | 29.50% |
| Return per risk 1 year | 1.46 |
| Return per risk 3 years | 0.30 |
| Return per risk 5 years | 0.55 |
| Maximum drawdown 1 year | -21.67% |
| Maximum drawdown 3 years | -35.84% |
| Maximum drawdown 5 years | -53.68% |
| Maximum drawdown since inception | -53.68% |
Rolling 1 year volatility
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Borsa Italiana | EUR | BENE | - - | - - | - |
| London Stock Exchange | USD | BENE | - - | - - | - |
| XETRA | EUR | XMWK | - - | - - | - |
| gettex | EUR | XMWK | - - | - - | - |
Plus d'informations
Autres ETC ayant un objectif d'investissement similaire
| Nom du fonds | Taille du fonds en M € (AuM) | Frais p.a. | Distribution | Réplication |
|---|---|---|---|---|
| WisdomTree Brent Crude Oil | 946 | 0,49% p.a. | Capitalisation | Synthétique |
| WisdomTree WTI Crude Oil | 806 | 0,49% p.a. | Capitalisation | Synthétique |
| WisdomTree Energy | 139 | 0,49% p.a. | Capitalisation | Synthétique |
| WisdomTree Natural Gas | 119 | 0,49% p.a. | Capitalisation | Synthétique |
| WisdomTree European Natural Gas ETC | 44 | 0,49% p.a. | Capitalisation | Synthétique |
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Questions fréquemment posées
Quel est le nom de - ?
Le nom de - est WisdomTree Energy Enhanced.
Quel est le sigle de WisdomTree Energy Enhanced ?
Le sigle de WisdomTree Energy Enhanced est -.
Quel est l’ISIN de WisdomTree Energy Enhanced ?
L’ISIN de WisdomTree Energy Enhanced est IE00BF4TWF63.
Quels sont les coûts de WisdomTree Energy Enhanced ?
Le ratio des frais totaux (TER) de WisdomTree Energy Enhanced s'élève à 0.40% p.a.. Ces coûts sont prélevés en continu sur les actifs du fonds et sont déjà inclus dans la performance de l'ETF. Vous n'avez pas à les payer séparément. Veuillez consulter notre article pour plus d'informations sur le coût des ETF.
Quelle est la taille du fonds de WisdomTree Energy Enhanced ?
La taille du fonds de WisdomTree Energy Enhanced est de 3 millions d'euros.
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.