Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/07/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EPI (WisdomTree India Earnings Fund) | -0.66% | 1.51% | 12.29% | 22.64% | 9.42% | 6.29% | NA | 4.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPI (WisdomTree India Earnings Fund) | 02/27/2008 | 05/07/2025 |
The return data shown below all have the same latest date: 05/07/2025.
AR inception is since 02/27/2008.
AR inception is since 02/27/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 1.51 | 12.29 | 22.64 | 9.42 | 6.29 | NA | 4.50 | -0.66 | 10.71 | 26.03 | -4.75 | 26.42 | 18.56 | 2.00 | -9.88 | 39.13 | 2.76 | -8.89 | 27.84 | -9.21 | 25.29 | -40.41 | 20.27 | 95.08 | -56.12 |
| Sharpe Ratio | NA | -0.34 | 0.40 | 1.15 | 0.36 | NA | NA | 0.12 | -0.01 | 0.25 | 1.84 | -0.30 | 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 | -1.00 |
| Standard Deviation(%) | NA | 17.87 | 16.06 | 17.86 | 21.63 | NA | NA | 28.30 | 19.48 | 16.41 | 11.91 | 20.33 | 16.80 | 39.99 | 17.63 | 19.91 | 13.24 | 21.19 | 25.99 | 21.85 | 27.05 | 24.53 | 29.89 | 24.95 | 46.82 | 62.99 |
| Draw Down(%) | NA | 20.93 | 20.93 | 20.93 | 50.06 | NA | NA | 66.09 | 12.57 | 11.04 | 8.83 | 20.00 | 10.88 | 44.37 | 16.32 | 24.99 | 7.64 | 16.06 | 26.68 | 11.76 | 34.84 | 27.51 | 41.59 | 15.81 | 26.16 | 66.09 |
| Yield(%) | 0.00 | 0.27 | 1.99 | 3.14 | 1.96 | 1.53 | 0.99 | 1.16 | 0.00 | 0.29 | 0.18 | 5.28 | 1.46 | 0.90 | 1.67 | 1.04 | 1.16 | 1.08 | 1.07 | 1.35 | 0.66 | 0.99 | 0.60 | 0.63 | 0.50 | 0.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPI (WisdomTree India Earnings Fund) |
-15.83%
Sep 2010 - Sep 2013 |
-5.50%
Mar 2015 - Mar 2020 |
-2.59%
Mar 2010 - Mar 2020 |
3.22%
Apr 2008 - Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPI (WisdomTree India Earnings Fund) |
29.21%
Feb 2009 - Feb 2012 |
24.17%
Mar 2020 - Mar 2025 |
11.95%
Jan 2014 - Jan 2024 |
12.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart