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ETN Leverage strategy
TER
0.75% p.a.
Distributiebeleid
Accumulating
Replicatie
Synthetic
Fondsgrootte
EUR 144 m
Startdatum
13 December 2012
Overzicht
Beschrijving
The WisdomTree S&P 500 3x Daily Leveraged seeks to track the S&P 500® Leverage (3x) index. The S&P 500® Leverage (3x) index tracks the three times leveraged performance of the S&P 500® on a daily basis. The S&P 500® index tracks large cap US stocks.
Grafiek
Basis
Data
| Index | S&P 500® Leverage (3x) |
| Investeringsfocus | Aandelen, Verenigde Staten |
| Fondsgrootte | EUR 144 m |
| Totale kostenratio (TER) | 0,75% p.a. |
| Replicatie | Synthetisch (Swap-gebaseerd) |
| Juridische structuur | ETN |
| Strategierisico | Leverage |
| Duurzaamheid | No |
| Valuta van het fonds | USD |
| Valutarisico | Valuta niet gedekt |
| Volatiliteit 1 jaar (in EUR) | 54,31% |
| Startdatum/Noteringsdatum | 13 december 2012 |
| Distributiebeleid | Accumulerend |
| Distributiefrequentie | - |
| Vestigingsplaats van het fonds | Ierland |
| 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 ETN
In dit gedeelte vind je informatie over andere ETN met een vergelijkbare beleggingsfocus als de WisdomTree S&P 500 3x Daily Leveraged
Vergelijkbare ETN via ETF zoeken
Vergelijkbare ETN via beleggingsgidsen
Wat vind je van ons ETF-profiel? Here you'll find our Questionnaire.
Prestaties
Rendementsoverzicht
| YTD | -4,93% |
| 1 maand | -6,84% |
| 3 maanden | -7,55% |
| 6 maanden | +6,90% |
| 1 jaar | +25,45% |
| 3 jaar | +164,61% |
| 5 jaar | +172,76% |
| Since inception | +729,23% |
| 2025 | +14,71% |
| 2024 | +71,78% |
| 2023 | +61,55% |
| 2022 | -54,15% |
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 | 54,31% |
| Volatiliteit 3 jaar | 43,74% |
| Volatiliteit 5 jaar | 49,34% |
| Rendement/Risico 1 jaar | 0,47 |
| Rendement/Risico 3 jaar | 0,87 |
| Rendement/Risico 5 jaar | 0,45 |
| Maximaal waardedaling 1 jaar | -38,53% |
| Maximaal waardedaling 3 jaar | -51,53% |
| Maximaal waardedaling 5 jaar | -58,08% |
| Maximaal waardedaling sinds aanvang | -76,67% |
Voortschrijdende volatiliteit over 1 jaar
Stock exchange
Listings
| Listing | Trade Currency | Ticker | Bloomberg / iNAV Bloomberg Code | Reuters RIC / iNAV Reuters | Market Maker |
|---|---|---|---|---|---|
| Borsa Italiana | EUR | 3USL | - - | - - | - |
| London Stock Exchange | GBX | 3LUS | - - | - - | - |
| London Stock Exchange | USD | 3USL | - - | - - | - |
| Euronext Parijs | EUR | 3USL | - - | - - | - |
| Xetra | EUR | US9L | - - | - - | - |
| gettex | EUR | US9L | - - | - - | - |
Meer informatie
Andere ETN met vergelijkbare beleggingsfocus
| Naam fonds | Fondsgrootte in €m (AuM) | TER p.j. | Distributie | Replicatiemethode |
|---|---|---|---|---|
| WisdomTree NASDAQ 100 3x Daily Leveraged | 432 | 0,75% p.a. | Accumulerend | Swap-gebaseerd |
| Leverage Shares 3x Tesla ETP | 195 | 0,75% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree NASDAQ 100 3x Daily Short | 107 | 0,80% p.a. | Accumulerend | Swap-gebaseerd |
| Leverage Shares 3x NVIDIA ETP | 85 | 0,75% p.a. | Accumulerend | Swap-gebaseerd |
| WisdomTree S&P 500 VIX Short-Term Futures 2.25x Daily Leveraged | 57 | 0,99% p.a. | Accumulerend | Swap-gebaseerd |
Latest articles
Veelgestelde vragen
What is the name of -?
The name of - is WisdomTree S&P 500 3x Daily Leveraged.
What is the ticker of WisdomTree S&P 500 3x Daily Leveraged?
The primary ticker of WisdomTree S&P 500 3x Daily Leveraged is -.
What is the ISIN of WisdomTree S&P 500 3x Daily Leveraged?
The ISIN of WisdomTree S&P 500 3x Daily Leveraged is IE00B7Y34M31.
What are the costs of WisdomTree S&P 500 3x Daily Leveraged?
The total expense ratio (TER) of WisdomTree S&P 500 3x Daily Leveraged amounts to 0,75% 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 S&P 500 3x Daily Leveraged paying dividends?
WisdomTree S&P 500 3x Daily Leveraged 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 S&P 500 3x Daily Leveraged?
The fund size of WisdomTree S&P 500 3x Daily Leveraged is 144m Euro. See the following article for more information about the size of ETFs.
— 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.