Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPI (WisdomTree India Earnings Fund) | -8.81% | -8.26% | 8.13% | 5.65% | 9.18% | 5.34% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPI (WisdomTree India Earnings Fund) | 02/27/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.05 | -8.26 | 8.13 | 5.65 | 9.18 | 5.34 | NA | … | … | -8.81 | 2.25 | 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 | -0.75 | 0.34 | 0.24 | 0.38 | NA | NA | … | … | -1.10 | -0.09 | 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 | 14.90 | 15.70 | 16.23 | 20.48 | NA | NA | … | … | 19.17 | 15.33 | 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 | 16.88 | 21.89 | 21.89 | 50.06 | NA | NA | … | … | 15.44 | 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 | 0.00 | 0.18 | 1.46 | 1.96 | 1.39 | 0.99 | … | … | 0.00 | 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 |
Data as of 06/04/2026, Common starting date is 02/27/2008
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