- ISIN
- US97717W4226
- CUSIP
- 97717W422
- Issuer
- WisdomTree
- Inception Date
- Feb 22, 2008
- Region
- Emerging Asia Pacific (India)
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree India Earnings Index
- Domicile
- United States
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $2B
Share Price Chart
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Performance
EPI Performance Chart
WisdomTree India Earnings Fund (EPI) is down 6.2% since the beginning of the year. EPI is currently trading at $43 per share. Investors who bought $1,000 worth of EPI shares 5 years ago would now be looking at an investment worth $1,386.
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Returns By Period
WisdomTree India Earnings Fund (EPI) has returned -6.16% so far this year and -5.32% over the past 12 months. Over the last ten years, EPI has returned 9.88% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
WisdomTree India Earnings Fund
- 1D
- 0.98%
- 1M
- 2.53%
- YTD
- -6.16%
- 6M
- -5.85%
- 1Y
- -5.32%
- 3Y*
- 8.65%
- 5Y*
- 6.74%
- 10Y*
- 9.88%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
EPI Monthly Returns History
Based on dividend-adjusted daily data since Feb 26, 2008, EPI's average daily return is +0.03%, while the average monthly return is +0.61%. At this rate, an investment would double in approximately 9.5 years.
Historically, 57% of months were positive and 43% 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% | 6.67% | -2.21% | 2.07% | -6.16% | ||||||
| 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 -3.02%, beta of 0.96, and R2 of 0.48 versus S&P 500 Index. Calculated based on daily prices since February 26, 2008.
- This ETF participated in 109.41% of S&P 500 Index downside but only 85.42% 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
- -3.02%
- Beta
- 0.96
- R²
- 0.48
- Upside Capture
- 85.42%
- Downside Capture
- 109.41%
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 S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EPI | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.38 | ||
| Sortino ratioReturn per unit of downside risk | -3.16 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.37 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | -0.32 | 2.78 | -3.10 |
| Martin ratioReturn relative to average drawdown | -0.73 | 12.44 | -13.17 |
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 | $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 14.30%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -66.21%Nov 2008 | 8mo 27d | 1y 10mo | 2y 6moFeb 2008 - Sep 2010 |
2013 bear market2013 | -52.60%Aug 2013 | 2y 9mo | 4y 2mo | 6y 11moNov 2010 - Oct 2017 |
COVID crash2020 | -50.29%Mar 2020 | 2y 1mo | 8mo 27d | 2y 10moJan 2018 - Dec 2020 |
2026 bear market2026 | -21.89%Mar 2026 | 1y 6mo | — | 1y 8moSep 2024 - now |
Bear market2022 | -20.37%Jun 2022 | 8mo 6d | 1y 1mo | 1y 9moOct 2021 - Jul 2023 |
Drawdown Indicators
| EPI | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.21% | -56.78% | -9.43% |
Max Drawdown (1Y)Largest decline over 1 year | -16.88% | -9.10% | -7.78% |
Max Drawdown (3Y)Largest decline over 3 years | -21.89% | -18.90% | -2.99% |
Max Drawdown (5Y)Largest decline over 5 years | -21.89% | -25.43% | +3.54% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -33.92% | -16.37% |
Current DrawdownCurrent decline from peak | -14.30% | -1.80% | -12.50% |
Average DrawdownAverage peak-to-trough decline | -18.64% | -10.71% | -7.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.30% | 2.03% | +5.27% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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