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EPI: WisdomTree India Earnings Fund (ETF)
Basic Info 46.75 0.24(0.52%) May 19
| Asset Class: | India Equity |
| MyPlanIQ Rating: | (48%) |
| Start Date: | 02/27/2008 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.27% |
| Expenses | 0.85% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 3.3 | 3.9 | 15.0 | 23.1 | 9.7 | 6.7 | 4.7 | 10.7 | 26.0 | -4.7 | 26.4 | 18.6 | 2.0 | -9.9 | 39.1 | 2.8 | -8.9 | 27.8 | -9.2 | 25.3 | -40.4 | 20.3 | 95.1 | -56.1 |
| Sharpe Ratio | NA | 0.22 | -0.16 | 0.65 | 1.17 | 0.36 | NA | 0.13 | 0.25 | 1.84 | -0.3 | 1.57 | 0.46 | 0.03 | -0.56 | 2.92 | 0.12 | -0.34 | 1.27 | -0.34 | 1.04 | -1.35 | 0.81 | 2.03 | -1.0 |
| Draw Down(%) | NA | 12.6 | 20.9 | 20.9 | 20.9 | 50.1 | NA | 66.1 | 11.0 | 8.8 | 20.0 | 10.9 | 44.4 | 16.3 | 25.0 | 7.6 | 16.1 | 26.7 | 11.8 | 34.8 | 27.5 | 41.6 | 15.8 | 26.2 | 66.1 |
| Standard Deviation(%) | NA | 20.5 | 18.5 | 16.2 | 17.8 | 21.6 | NA | 28.3 | 16.4 | 11.9 | 20.3 | 16.8 | 40.0 | 17.6 | 19.9 | 13.2 | 21.2 | 26.0 | 21.8 | 27.0 | 24.5 | 29.9 | 25.0 | 46.8 | 63.0 |
| Treynor Ratio | NA | 0.1 | -0.06 | 0.21 | 0.37 | 0.1 | NA | 0.04 | 0.08 | 0.48 | -0.11 | 0.37 | 0.21 | 0.01 | -0.18 | 0.4 | 0.02 | -0.09 | 0.26 | -0.06 | 0.21 | -0.41 | 0.18 | 0.75 | -0.52 |
| Alpha | NA | 0.02 | -0.02 | 0.02 | 0.05 | 0.0 | NA | -0.01 | -0.01 | 0.04 | 0.03 | 0.03 | 0.02 | -0.05 | -0.03 | 0.06 | -0.04 | -0.03 | 0.05 | -0.19 | 0.03 | -0.21 | 0.02 | 0.17 | -0.12 |
| Beta | NA | 0.45 | 0.47 | 0.49 | 0.57 | 0.74 | NA | 0.97 | 0.49 | 0.46 | 0.58 | 0.71 | 0.89 | 0.53 | 0.62 | 0.97 | 1.16 | 1.04 | 1.06 | 1.49 | 1.24 | 0.99 | 1.09 | 1.27 | 1.21 |
| RSquared | NA | 0.35 | 0.25 | 0.31 | 0.33 | 0.4 | NA | 0.48 | 0.15 | 0.26 | 0.48 | 0.31 | 0.6 | 0.14 | 0.28 | 0.24 | 0.52 | 0.39 | 0.3 | 0.37 | 0.41 | 0.61 | 0.62 | 0.52 | 0.7 |
| Yield(%) | N/A | 0.0 | 0.3 | 2.0 | 3.2 | 1.9 | 1.6 | N/A | 0.3 | 0.2 | 5.3 | 1.5 | 0.9 | 1.7 | 1.0 | 1.2 | 1.1 | 1.1 | 1.4 | 0.7 | 1.0 | 0.6 | 0.6 | 0.5 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 101.7 | 114.9 | 102.3 | N/A | N/A | N/A | 101.7 | -96.9 | 355.9 | 89.4 | -44.8 | 40.5 | 24.0 | 11.8 | -11.3 | 5.3 | 72.5 | -19.1 | 1.2 | 11.9 | 138.3 | -34.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2008
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* Day change on 05/19/2025.Latest Articles Related to EPI
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