WisdomTree China ex-State-Owned Enterprises Fund (CXSE)

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The chart shows the growth of an initial investment of $10,000 in WisdomTree China ex-State-Owned Enterprises Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

WisdomTree China ex-State-Owned Enterprises Fund (CXSE) has returned -5.65% so far this year and 13.45% over the past 12 months. Over the last ten years, CXSE has returned 6.54% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 20, 2012, CXSE's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, your investment would double in approximately 8.9 years.

Historically, 54% of months were positive and 46% were negative. The best month was Nov 2022 with a return of +28.9%, while the worst month was Sep 2022 at -15.8%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CXSE closed higher 48% of trading days. The best single day was Mar 16, 2022 with a return of +21.7%, while the worst single day was Aug 24, 2015 at -11.1%.

WisdomTree China ex-State-Owned Enterprises Fund has an annualized alpha of -1.03%, beta of 0.76, and R² of 0.22 versus S&P 500 Index. Calculated based on daily prices since September 21, 2012.

• This ETF participated in 79.96% of S&P 500 Index downside but only 56.78% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.22 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CXSE has an expense ratio of 0.32%, placing it in the medium range.

CXSE ranks 27 for risk / return — below 27% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) and compare them to a chosen benchmark (S&P 500 Index).

WisdomTree China ex-State-Owned Enterprises Fund provided a 2.12% dividend yield over the last twelve months, with an annual payout of $0.80 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for WisdomTree China ex-State-Owned Enterprises Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the WisdomTree China ex-State-Owned Enterprises Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the WisdomTree China ex-State-Owned Enterprises Fund was 70.01%, occurring on Feb 2, 2024. The portfolio has not yet recovered.

The current WisdomTree China ex-State-Owned Enterprises Fund drawdown is 49.53%.

The chart below shows the rolling one-month volatility.