- ISIN
- US97717Y4281
- CUSIP
- 97717Y428
- Issuer
- WisdomTree
- Inception Date
- May 7, 2024
- Region
- Emerging Asia Pacific (India)
- Category
- Asia Pacific Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree India Hedged Equity Index
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
- Assets Under Management
- $6M
Share Price Chart
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Performance
INDH Performance Chart
WisdomTree India Hedged Equity Fund (INDH) is down 8.1% since the beginning of the year. INDH is currently trading at $39 per share.
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Returns By Period
WisdomTree India Hedged Equity Fund (INDH) has returned -8.09% so far this year and -4.13% over the past 12 months.
WisdomTree India Hedged Equity Fund
- 1D
- 0.17%
- 1M
- -2.41%
- YTD
- -8.09%
- 6M
- -7.79%
- 1Y
- -4.13%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
INDH Monthly Returns History
Based on dividend-adjusted daily data since May 9, 2024, INDH's average daily return is +0.01%, while the average monthly return is +0.17%. At this rate, an investment would double in approximately 34.0 years.
Historically, 54% of months were positive and 46% were negative. The best month was Jun 2024 with a return of +5.8%, while the worst month was Mar 2026 at -7.6%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, INDH closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +4.1%, while the worst single day was Jun 4, 2024 at -4.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.70% | -0.16% | -7.60% | 5.42% | -2.25% | -0.64% | -8.09% | ||||||
| 2025 | -1.28% | -4.68% | 3.89% | 2.59% | 1.91% | 3.16% | -3.26% | -0.85% | 0.26% | 4.02% | 2.10% | -0.88% | 6.76% |
| 2024 | 1.70% | 5.77% | 3.24% | 0.19% | 1.39% | -5.31% | 1.06% | -2.68% | 5.05% |
Benchmark Metrics
WisdomTree India Hedged Equity Fund has an annualized alpha of -5.91%, beta of 0.44, and R2 of 0.24 versus S&P 500 Index. Calculated based on daily prices since May 10, 2024.
- This ETF participated in 88.68% of S&P 500 Index downside but only 29.35% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.44 may look defensive, but with R2 of 0.24 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R2 of 0.24 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.
- Alpha
- -5.91%
- Beta
- 0.44
- R²
- 0.24
- Upside Capture
- 29.35%
- Downside Capture
- 88.68%
Expense Ratio
INDH has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
INDH 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 Hedged Equity Fund (INDH) and compare them to S&P 500 Index.
| INDH | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.32 | 2.39 | -2.71 |
Sortino ratioReturn per unit of downside risk | -0.37 | 3.25 | -3.63 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.43 | -0.48 |
Calmar ratioReturn relative to maximum drawdown | -0.32 | 3.11 | -3.43 |
Martin ratioReturn relative to average drawdown | -0.89 | 14.38 | -15.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
WisdomTree India Hedged Equity Fund provided a 5.71% dividend yield over the last twelve months, with an annual payout of $2.22 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $2.22 | $2.22 | $0.13 |
Dividend yield | 5.71% | 5.25% | 0.31% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree India Hedged Equity 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 | $2.22 | $2.22 |
| 2024 | $0.13 | $0.13 |
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 Hedged Equity 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 Hedged Equity Fund was 15.05%, occurring on Mar 3, 2025. The portfolio has not yet recovered.
The current WisdomTree India Hedged Equity Fund drawdown is 10.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -15.05%Mar 2025 | 5mo 7d | — | 1y 8moSep 2024 - now |
2024 pullback2024 | -4.88%Jun 2024 | 0s | 6d | 6dJun 2024 - Jun 2024 |
2024 pullback2024 | -3.61%Aug 2024 | 4d | 25d | 29dAug 2024 - Aug 2024 |
2024 pullback2024 | -2.33%May 2024 | 3d | 3d | 6dMay 2024 - Jun 2024 |
2024 pullback2024 | -2.01%Sep 2024 | 3d | 6d | 9dSep 2024 - Sep 2024 |
Drawdown Indicators
| INDH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.05% | -56.78% | +41.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -9.10% | -3.84% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -10.14% | 0.00% | -10.14% |
Average DrawdownAverage peak-to-trough decline | -5.66% | -10.72% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 1.97% | +2.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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