WisdomTree Europe Equity Income UCITS ETF Acc (EEIP.L)
EEIP.L is a passive ETF by WisdomTree tracking the investment results of the MSCI Europe High Div Yld NR EUR. EEIP.L launched on Nov 3, 2016 and has a 0.29% expense ratio.
ETF Info
ISIN | IE00BDF16007 |
---|---|
WKN | A2DHPT |
Issuer | WisdomTree |
Inception Date | Nov 3, 2016 |
Category | Europe Equities |
Index Tracked | MSCI Europe High Div Yld NR EUR |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Expense Ratio
EEIP.L has a high expense ratio of 0.29%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in WisdomTree Europe Equity Income UCITS ETF Acc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Europe Equity Income UCITS ETF Acc had a return of 6.89% year-to-date (YTD) and 15.16% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.89% | 11.29% |
1 month | 4.53% | 4.87% |
6 months | 11.71% | 17.88% |
1 year | 15.16% | 29.16% |
5 years (annualized) | 5.28% | 13.20% |
10 years (annualized) | N/A | 10.97% |
Monthly Returns
The table below presents the monthly returns of EEIP.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.59% | 1.26% | 3.90% | -0.37% | 6.89% | ||||||||
2023 | 5.32% | 1.77% | -2.70% | 1.93% | -5.39% | 3.00% | 3.29% | -2.53% | 2.79% | -3.13% | 4.03% | 4.09% | 12.45% |
2022 | 2.34% | -2.24% | 2.69% | 0.75% | 2.77% | -7.62% | 0.16% | -0.13% | -5.22% | 4.47% | 8.34% | 0.44% | 5.92% |
2021 | -1.51% | 0.85% | 5.50% | 2.52% | 1.02% | -0.74% | 0.21% | 1.72% | -2.07% | 0.25% | -1.00% | 4.33% | 11.35% |
2020 | -3.58% | -5.10% | -19.69% | 2.97% | 5.55% | 4.21% | -5.05% | 1.88% | -2.24% | -6.54% | 15.39% | 1.67% | -13.70% |
2019 | 2.73% | 1.21% | 2.52% | 2.22% | -2.66% | 5.19% | 0.98% | -3.93% | 4.32% | -1.42% | 0.40% | 2.21% | 14.22% |
2018 | -0.26% | -2.51% | -1.93% | 6.51% | -1.00% | 0.35% | 4.16% | -3.66% | 1.32% | -4.49% | -0.28% | -4.46% | -6.64% |
2017 | -0.79% | 1.24% | 3.66% | -1.27% | 5.94% | -2.12% | 2.38% | 2.69% | -1.14% | 2.45% | -1.18% | 1.55% | 13.88% |
2016 | -2.83% | 7.64% | 4.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of EEIP.L is 62, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
EEIP.L (WisdomTree Europe Equity Income UCITS ETF Acc)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Europe Equity Income UCITS ETF Acc (EEIP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Europe Equity Income UCITS ETF Acc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Europe Equity Income UCITS ETF Acc was 34.51%, occurring on Mar 16, 2020. Recovery took 542 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-34.51% | Jan 21, 2020 | 40 | Mar 16, 2020 | 542 | May 25, 2022 | 582 |
-14.49% | Jun 7, 2022 | 91 | Oct 13, 2022 | 56 | Jan 4, 2023 | 147 |
-12.74% | Aug 9, 2018 | 98 | Dec 27, 2018 | 128 | Jul 2, 2019 | 226 |
-9.74% | Jan 16, 2018 | 50 | Mar 26, 2018 | 30 | May 10, 2018 | 80 |
-9.35% | Mar 7, 2023 | 9 | Mar 17, 2023 | 182 | Dec 6, 2023 | 191 |
Volatility
Volatility Chart
The current WisdomTree Europe Equity Income UCITS ETF Acc volatility is 3.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.