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
IXSE (WisdomTree India ex State Owned Enterprises Fund) NA -100.00% -100.00% NA NA NA NA
Data as of 11/06/2023, Common starting date is 04/04/2019
More Performance Analytics Comparison
Name Start Date End Date
IXSE (WisdomTree India ex State Owned Enterprises Fund) 04/04/2019 11/06/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019
Annualized Return (%) -100.00 -100.00 -100.00 NA NA NA NA -100.00 -9.28 21.70 15.14 1.73
Sharpe Ratio NA NA NA NA NA NA NA NA -0.50 1.25 0.38 0.06
Standard Deviation(%) NA NA NA NA NA NA NA NA 21.32 17.34 38.72 15.81
Draw Down(%) NA 100.00 100.00 NA NA NA NA 100.00 20.10 9.26 41.25 11.35
Yield(%) 0.00 0.30 0.95 0.62 0.31 0.21 0.15 0.31 1.71 0.03 0.16 0.00
Data as of 11/06/2023, Common starting date is 04/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IXSE (WisdomTree India ex State Owned Enterprises Fund) 7.45%
Jun 2019 – Jun 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IXSE (WisdomTree India ex State Owned Enterprises Fund) 20.04%
Mar 2020 – Mar 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return