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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in WisdomTree India Earnings Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
WisdomTree India Earnings Fund (EPI) has returned -11.86% so far this year and -6.66% over the past 12 months. Over the last ten years, EPI has returned 9.11% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
WisdomTree India Earnings Fund
- 1D
- 3.06%
- 1M
- -10.01%
- YTD
- -11.86%
- 6M
- -7.69%
- 1Y
- -6.66%
- 3Y*
- 9.12%
- 5Y*
- 6.72%
- 10Y*
- 9.11%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Feb 26, 2008, EPI's average daily return is +0.03%, while the average monthly return is +0.59%. At this rate, your investment would double in approximately 9.8 years.
Historically, 56% of months were positive and 44% were negative. The best month was May 2009 with a return of +37.3%, while the worst month was Oct 2008 at -29.0%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.
On a daily basis, EPI closed higher 52% of trading days. The best single day was May 18, 2009 with a return of +23.5%, while the worst single day was Mar 12, 2020 at -13.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.26% | 1.25% | -10.01% | -11.86% | |||||||||
| 2025 | -3.67% | -7.02% | 7.79% | 3.68% | 2.07% | 2.62% | -5.73% | -2.15% | 0.94% | 4.50% | 0.56% | -0.34% | 2.25% |
| 2024 | 4.12% | 2.44% | -0.39% | 3.67% | 1.62% | 5.21% | 3.54% | -0.04% | 0.98% | -6.14% | 0.04% | -4.20% | 10.70% |
| 2023 | 0.83% | -5.02% | 1.06% | 4.79% | 0.21% | 5.26% | 5.11% | -1.04% | 1.55% | -2.42% | 6.89% | 6.94% | 26.03% |
| 2022 | 2.11% | -4.94% | 2.02% | -1.25% | -5.88% | -5.81% | 7.69% | 1.47% | -5.77% | 4.22% | 6.72% | -4.06% | -4.74% |
| 2021 | -1.92% | 7.19% | 2.78% | -1.40% | 8.91% | 0.28% | 2.33% | 5.63% | 2.48% | 0.19% | -4.08% | 2.04% | 26.41% |
Benchmark Metrics
WisdomTree India Earnings Fund has an annualized alpha of -2.73%, beta of 0.96, and R² of 0.48 versus S&P 500 Index. Calculated based on daily prices since February 27, 2008.
- This ETF participated in 110.32% of S&P 500 Index downside but only 87.67% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.48 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- -2.73%
- Beta
- 0.96
- R²
- 0.48
- Upside Capture
- 87.67%
- Downside Capture
- 110.32%
Expense Ratio
EPI has an expense ratio of 0.84%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EPI ranks 5 for risk / return — in the bottom 5% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree India Earnings Fund (EPI) and compare them to a chosen benchmark (S&P 500 Index).
| EPI | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.41 | 0.90 | -1.30 |
Sortino ratioReturn per unit of downside risk | -0.48 | 1.39 | -1.87 |
Omega ratioGain probability vs. loss probability | 0.94 | 1.21 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | -0.37 | 1.40 | -1.76 |
Martin ratioReturn relative to average drawdown | -1.15 | 6.61 | -7.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EPI risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
WisdomTree India Earnings Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.12 | $0.06 | $1.96 | $0.43 | $0.23 | $0.29 | $0.29 | $0.24 | $0.21 | $0.24 |
Dividend yield | 0.00% | 0.00% | 0.27% | 0.15% | 6.01% | 1.18% | 0.78% | 1.17% | 1.18% | 0.85% | 1.05% | 1.20% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree India Earnings Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 |
| 2022 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $1.85 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.96 |
| 2021 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.19 | $0.43 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree India Earnings 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 India Earnings Fund was 66.21%, occurring on Nov 20, 2008. Recovery took 459 trading sessions.
The current WisdomTree India Earnings Fund drawdown is 19.51%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.21% | Feb 27, 2008 | 188 | Nov 20, 2008 | 459 | Sep 20, 2010 | 647 |
| -52.6% | Nov 8, 2010 | 706 | Aug 28, 2013 | 1050 | Oct 27, 2017 | 1756 |
| -50.29% | Jan 25, 2018 | 543 | Mar 23, 2020 | 186 | Dec 15, 2020 | 729 |
| -21.89% | Sep 30, 2024 | 375 | Mar 30, 2026 | — | — | — |
| -20.37% | Oct 19, 2021 | 170 | Jun 22, 2022 | 277 | Jul 31, 2023 | 447 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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