PortfoliosLab logo

WisdomTree India ex-State-Owned Enterprises Fund (IXSE)

ETF · Currency in USD
ISIN
US97717Y7334
CUSIP
97717Y733
Issuer
WisdomTree
Inception Date
Apr 4, 2019
Region
Emerging Asia Pacific (India)
Category
Asia Pacific Equities
Expense Ratio
0.58%
Index Tracked
WisdomTree India ex-State-Owned Enterprises Index
ETF Home Page
www.wisdomtree.com
Asset Class
Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

IXSEPrice Chart


Chart placeholderClick Calculate to get results

IXSEPerformance

The chart shows the growth of $10,000 invested in WisdomTree India ex-State-Owned Enterprises Fund on Apr 5, 2019 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $14,188 for a total return of roughly 41.88%. All prices are adjusted for splits and dividends.


IXSE (WisdomTree India ex-State-Owned Enterprises Fund)
Benchmark (S&P 500)

IXSEReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-0.49%-7.73%
1M2.67%-5.40%
6M6.66%0.70%
1Y15.73%14.18%
5Y13.30%16.32%
10Y13.30%16.32%

IXSEMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

IXSESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current WisdomTree India ex-State-Owned Enterprises Fund Sharpe ratio is 1.42. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IXSE (WisdomTree India ex-State-Owned Enterprises Fund)
Benchmark (S&P 500)

IXSEDividends

WisdomTree India ex-State-Owned Enterprises Fund granted a 0.03% dividend yield in the last twelve months, as of Jan 22, 2022. The annual payout for that period amounted to $0.01 per share.


PeriodTTM202120202019
Dividend$0.01$0.01$0.05$0.00

Dividend yield

0.03%0.03%0.15%0.00%

IXSEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IXSE (WisdomTree India ex-State-Owned Enterprises Fund)
Benchmark (S&P 500)

IXSEWorst Drawdowns

The table below shows the maximum drawdowns of the WisdomTree India ex-State-Owned Enterprises Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the WisdomTree India ex-State-Owned Enterprises Fund is 41.26%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.26%Jan 14, 202048Mar 23, 2020161Nov 9, 2020209
-11.35%Jun 4, 201944Aug 5, 201991Dec 12, 2019135
-9.26%Nov 9, 202129Dec 20, 202116Jan 12, 202245
-8.52%Mar 12, 202127Apr 20, 202124May 24, 202151
-8.47%Apr 22, 201916May 13, 201914Jun 3, 201930
-6.56%Jan 21, 20217Jan 29, 20214Feb 4, 202111
-5.96%Jan 13, 20226Jan 21, 2022
-5.69%Feb 18, 20217Feb 26, 20218Mar 10, 202115
-3.21%Dec 21, 20201Dec 21, 20203Dec 24, 20204
-3.06%Oct 18, 202110Oct 29, 20216Nov 8, 202116

IXSEVolatility Chart

Current WisdomTree India ex-State-Owned Enterprises Fund volatility is 18.21%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IXSE (WisdomTree India ex-State-Owned Enterprises Fund)
Benchmark (S&P 500)

Portfolios with WisdomTree India ex-State-Owned Enterprises Fund


Loading data...

More Tools for WisdomTree India ex-State-Owned Enterprises Fund