Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CXSE (WisdomTree China ex-State-Owned Enterprises Fund) 0.55% 21.06% 11.13% -8.14% 7.13% NA NA
Data as of 06/04/2026, Common starting date is 09/19/2012
More Performance Analytics Comparison
Name Start Date End Date
CXSE (WisdomTree China ex-State-Owned Enterprises Fund) 09/19/2012 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.95 21.06 11.13 -8.14 7.13 NA NA 0.55 37.00 8.56 -18.02 -29.32 -23.67 59.39 37.97 -28.54 80.03 -0.16 -5.54 1.42 -2.67 9.94
Sharpe Ratio NA 0.88 0.27 -0.33 0.19 NA NA -0.19 1.30 0.14 -0.82 -0.71 -0.80 1.89 1.66 -1.11 5.08 -0.02 -0.17 0.09 -0.15 2.42
Standard Deviation(%) NA 21.31 28.65 32.03 28.56 NA NA 21.52 26.45 34.08 26.78 43.16 29.80 31.22 22.05 27.13 15.71 23.43 32.46 16.08 18.17 17.04
Draw Down(%) NA 17.69 32.12 64.47 70.01 NA NA 13.87 22.58 24.72 34.55 46.57 40.06 21.54 17.70 37.27 9.77 21.11 41.88 12.01 22.21 6.85
Yield(%) 0.00 2.36 1.93 0.83 1.39 1.20 0.90 0.05 2.67 1.87 1.34 1.08 0.65 0.77 1.32 1.01 1.26 1.37 0.16 2.29 2.53 0.00
Data as of 06/04/2026, Common starting date is 09/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXSE (WisdomTree China ex-State-Owned Enterprises Fund) -29.73%
Jan 2021 – Jan 2024
-9.66%
Feb 2021 – Feb 2026
0.57%
Aug 2014 – Aug 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CXSE (WisdomTree China ex-State-Owned Enterprises Fund) 22.26%
Jan 2015 – Jan 2018
29.49%
Jan 2016 – Jan 2021
8.94%
Sep 2015 – Sep 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return