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WisdomTree China ex-State-Owned Enterprises Fund (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US97717X7194

CUSIP

97717X719

Inception Date

Sep 19, 2012

Region

Emerging Asia Pacific (China)

Leveraged

1x

Index Tracked

WisdomTree China ex-State-Owned Enterprises Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

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


Expense ratio chart for CXSE: current value is 0.32%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
CXSE: 0.32%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


0.00%50.00%100.00%150.00%200.00%250.00%300.00%350.00%NovemberDecember2025FebruaryMarchApril
51.88%
278.17%
CXSE (WisdomTree China ex-State-Owned Enterprises Fund)
Benchmark (^GSPC)

Returns By Period

WisdomTree China ex-State-Owned Enterprises Fund had a return of 7.50% year-to-date (YTD) and 21.37% in the last 12 months. Over the past 10 years, WisdomTree China ex-State-Owned Enterprises Fund had an annualized return of 1.22%, while the S&P 500 had an annualized return of 10.11%, indicating that WisdomTree China ex-State-Owned Enterprises Fund did not perform as well as the benchmark.


CXSE

YTD

7.50%

1M

-5.94%

6M

-0.88%

1Y

21.37%

5Y*

-3.38%

10Y*

1.22%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

Monthly Returns

The table below presents the monthly returns of CXSE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20252.68%8.96%1.82%-5.64%7.50%
2024-14.85%9.22%1.23%3.79%2.85%-4.81%-0.53%-0.45%26.77%-3.50%-3.88%-2.55%8.56%
202313.50%-13.09%1.49%-5.18%-9.73%3.84%13.14%-10.12%-4.77%-2.74%-0.35%-1.85%-18.02%
2022-3.13%-6.40%-11.18%-6.93%4.06%10.73%-10.97%-0.84%-15.83%-15.29%28.86%0.91%-29.32%
20218.52%-0.50%-8.21%1.67%-0.66%2.75%-14.54%-2.57%-4.51%3.82%-5.39%-4.97%-23.67%
2020-4.33%4.42%-7.93%7.15%4.99%12.09%10.57%7.33%-1.13%6.02%3.61%6.64%59.39%
201913.09%6.64%6.16%2.82%-14.72%8.84%-0.76%-2.34%-0.35%5.44%3.00%7.66%37.96%
20189.02%-5.24%-0.98%-4.54%4.20%-6.36%-4.03%-5.10%-3.25%-11.77%5.39%-8.49%-28.55%
20177.64%6.73%4.76%1.77%10.00%3.14%10.48%3.40%4.49%4.14%2.08%2.95%81.52%
2016-15.78%0.97%12.06%1.22%-2.75%-1.59%4.77%5.91%6.26%-1.30%-1.27%-5.85%-0.15%
20151.29%2.66%2.76%15.21%-6.94%-7.04%-9.92%-13.06%-0.63%15.35%2.45%-2.73%-4.73%
2014-8.79%3.09%1.12%-1.26%2.61%2.78%5.35%2.72%-5.18%0.25%0.44%-0.88%1.41%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CXSE is 62, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CXSE is 6262
Overall Rank
The Sharpe Ratio Rank of CXSE is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of CXSE is 7272
Sortino Ratio Rank
The Omega Ratio Rank of CXSE is 7171
Omega Ratio Rank
The Calmar Ratio Rank of CXSE is 4949
Calmar Ratio Rank
The Martin Ratio Rank of CXSE is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree China ex-State-Owned Enterprises Fund (CXSE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for CXSE, currently valued at 0.64, compared to the broader market-1.000.001.002.003.004.00
CXSE: 0.64
^GSPC: 0.46
The chart of Sortino ratio for CXSE, currently valued at 1.16, compared to the broader market-2.000.002.004.006.008.00
CXSE: 1.16
^GSPC: 0.77
The chart of Omega ratio for CXSE, currently valued at 1.15, compared to the broader market0.501.001.502.002.50
CXSE: 1.15
^GSPC: 1.11
The chart of Calmar ratio for CXSE, currently valued at 0.35, compared to the broader market0.002.004.006.008.0010.0012.00
CXSE: 0.35
^GSPC: 0.47
The chart of Martin ratio for CXSE, currently valued at 1.46, compared to the broader market0.0020.0040.0060.00
CXSE: 1.46
^GSPC: 1.94

The current WisdomTree China ex-State-Owned Enterprises Fund Sharpe ratio is 0.64. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of WisdomTree China ex-State-Owned Enterprises Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.64
0.46
CXSE (WisdomTree China ex-State-Owned Enterprises Fund)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree China ex-State-Owned Enterprises Fund provided a 1.58% dividend yield over the last twelve months, with an annual payout of $0.51 per share.


0.50%1.00%1.50%2.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.51$0.51$0.48$0.54$0.43$0.36$0.40$0.45$0.53$0.34$0.25$0.59

Dividend yield

1.58%1.70%1.71%1.55%0.86%0.54%0.96%1.49%1.24%1.39%1.02%2.29%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.29$0.00$0.00$0.14$0.00$0.00$0.09$0.51
2023$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.11$0.00$0.00$0.13$0.48
2022$0.00$0.00$0.16$0.00$0.00$0.23$0.00$0.00$0.11$0.00$0.00$0.04$0.54
2021$0.00$0.00$0.00$0.00$0.00$0.25$0.00$0.00$0.14$0.00$0.00$0.04$0.43
2020$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.10$0.00$0.00$0.05$0.36
2019$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.21$0.00$0.00$0.01$0.40
2018$0.00$0.00$0.00$0.00$0.00$0.26$0.00$0.00$0.14$0.00$0.00$0.05$0.45
2017$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.07$0.00$0.00$0.01$0.53
2016$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.23$0.00$0.00$0.00$0.34
2015$0.00$0.00$0.01$0.00$0.00$0.11$0.00$0.00$0.09$0.00$0.00$0.04$0.25
2014$0.16$0.00$0.00$0.24$0.00$0.00$0.19$0.59

Drawdowns

Drawdowns Chart

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-58.03%
-10.07%
CXSE (WisdomTree China ex-State-Owned Enterprises Fund)
Benchmark (^GSPC)

Worst Drawdowns

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 58.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-70.01%Feb 18, 2021745Feb 2, 2024
-41.65%Apr 28, 201574Aug 24, 2015280May 24, 2017354
-38.59%Jan 29, 2018235Jan 3, 2019368Jun 19, 2020603
-22.24%Jan 11, 2013113Jun 24, 2013261Jul 28, 2014374
-12.02%Sep 5, 201428Oct 15, 2014104Apr 6, 2015132

Volatility

Volatility Chart

The current WisdomTree China ex-State-Owned Enterprises Fund volatility is 14.76%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
14.76%
14.23%
CXSE (WisdomTree China ex-State-Owned Enterprises Fund)
Benchmark (^GSPC)