WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF (XSOE.DE)
XSOE.DE is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened. XSOE.DE launched on Aug 18, 2021 and has a 0.32% expense ratio.
ETF Info
ISIN | IE00BM9TSP27 |
---|---|
WKN | A2QPTX |
Issuer | WisdomTree |
Inception Date | Aug 18, 2021 |
Category | Emerging Markets Equities |
Leveraged | 1x |
Index Tracked | WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Expense Ratio
XSOE.DE features an expense ratio of 0.32%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF had a return of 6.24% year-to-date (YTD) and 11.22% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 6.24% | 19.55% |
1 month | -0.64% | 1.45% |
6 months | 2.70% | 8.95% |
1 year | 11.22% | 31.70% |
5 years (annualized) | N/A | 13.79% |
10 years (annualized) | N/A | 11.17% |
Monthly Returns
The table below presents the monthly returns of XSOE.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -2.67% | 3.93% | 2.90% | 0.71% | -1.67% | 5.04% | 0.01% | -2.13% | 6.24% | ||||
2023 | 6.65% | -5.52% | 0.27% | -3.30% | 1.64% | 2.66% | 6.03% | -5.05% | -0.67% | -3.89% | 5.15% | 2.95% | 6.05% |
2022 | -5.47% | -2.51% | -1.16% | -1.91% | -2.92% | 1.81% | 1.15% | -9.06% | -3.57% | 9.27% | -5.04% | -18.73% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of XSOE.DE is 26, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF (XSOE.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF. 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 Emerging Markets ex-State-Owned Enterprises UCITS ETF was 23.21%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF drawdown is 8.44%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-23.21% | Feb 18, 2022 | 175 | Oct 24, 2022 | — | — | — |
Volatility
Volatility Chart
The current WisdomTree Emerging Markets ex-State-Owned Enterprises UCITS ETF volatility is 3.63%, 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.