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Performance analysis of CXSE (WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND)

Annual Return

Over the past 3 years, CXSE has had an average annual return of +8.30%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, CXSE has had an average annual return of -8.27%, underperforming the benchmark SPY, which returned +12.55% annual.

Over the past 10 years, CXSE has had an average annual return of +6.39%, underperforming the benchmark SPY, which returned +14.95% annual.

Since Sep 20, 2012, CXSE has had an average annual return of +4.71%, underperforming the benchmark SPY, which returned +14.43% annual.

202620252024202320222021202020192018201720162015
-5.34%+36.98%+8.58%-18.01%-29.33%-23.67%+59.38%+37.97%-28.53%+81.49%-0.16%-3.32%
201420132012
+1.42%-2.67%+11.69%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+2.95%-4.02%-4.51%+6.42%-1.04%-2.16%-2.63%-5.34%
2025+2.68%+8.96%+1.83%-5.67%+2.18%+5.84%+7.57%+10.38%+9.45%-5.04%-3.41%-1.13%+36.98%
2024-14.85%+9.22%+1.23%+3.79%+2.85%-4.80%-0.53%-0.45%+26.78%-3.50%-3.88%-2.55%+8.58%
2023+13.50%-13.09%+1.49%-5.17%-9.73%+3.84%+13.14%-10.12%-4.77%-2.74%-0.35%-1.84%-18.01%
2022-3.13%-6.40%-11.17%-6.92%+4.05%+10.71%-10.97%-0.85%-15.84%-15.30%+28.86%+0.91%-29.33%
2021+8.52%-0.50%-8.21%+1.67%-0.66%+2.74%-14.54%-2.57%-4.51%+3.82%-5.39%-4.98%-23.67%
2020-4.33%+4.41%-7.93%+7.15%+4.99%+12.08%+10.57%+7.33%-1.13%+6.02%+3.61%+6.64%+59.38%
2019+13.08%+6.64%+6.16%+2.82%-14.72%+8.83%-0.75%-2.34%-0.34%+5.45%+3%+7.66%+37.97%
2018+9.02%-5.24%-0.98%-4.53%+4.20%-6.34%-4.03%-5.10%-3.25%-11.77%+5.39%-8.49%-28.53%
2017+7.64%+6.73%+4.75%+1.77%+10%+3.13%+10.48%+3.40%+4.49%+4.15%+2.07%+2.95%+81.49%

Drawdown analysis of CXSE (WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND)

The maximum drawdown for the CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current CXSE drawdown is -49.36%.

Since Sep 20, 2012 CXSE has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 2 times
  • 30% or more: 3 times
  • 20% or more: 4 times
  • 10% or more: 5 times
DepthStartTo BottomBottomTo RecoverEndTotal
-70.01%Feb 17, 2021745Feb 2, 2024OngoingOngoingOngoing
-41.23%Apr 27, 201583Aug 24, 2015439May 22, 2017522
-38.58%Jan 26, 2018235Jan 3, 2019368Jun 19, 2020603
-22.21%Jan 10, 2013113Jun 24, 2013275Jul 28, 2014388
-12.01%Sep 4, 201429Oct 15, 2014117Apr 6, 2015146
-9.78%Nov 21, 201710Dec 6, 201718Jan 3, 201828
-8.48%Sep 2, 20205Sep 10, 202021Oct 9, 202026
-6.93%Jan 25, 20214Jan 29, 20217Feb 9, 202111
-6.85%Nov 6, 20126Nov 14, 201217Dec 10, 201223
-5.56%Jul 9, 20205Jul 16, 202013Aug 4, 202018
-4.82%Nov 5, 20204Nov 11, 202026Dec 18, 202030
-4.42%Aug 5, 20207Aug 14, 20206Aug 24, 202013
-3.94%Apr 16, 20151Apr 17, 20154Apr 23, 20155
-3.91%Sep 20, 20173Sep 25, 20176Oct 3, 20179
-3.65%Aug 8, 20173Aug 11, 20177Aug 22, 201710
-3.59%Jun 8, 20176Jun 16, 20175Jun 23, 201711
-2.94%Jun 26, 20173Jun 29, 20177Jul 11, 201710
-2.77%Aug 19, 20147Aug 28, 20143Sep 3, 201410
-2.71%Oct 18, 20178Oct 30, 20175Nov 6, 201713
-2.41%Sep 24, 20122Sep 26, 20123Oct 1, 20125
-2.34%Dec 23, 20202Dec 28, 20202Dec 30, 20204
-2.17%Jan 8, 20211Jan 11, 20215Jan 19, 20216
-2.15%Nov 13, 20172Nov 15, 20171Nov 16, 20173
-2.12%Oct 13, 20204Oct 19, 20208Oct 29, 202012
-1.98%Jan 2, 20134Jan 8, 20132Jan 10, 20136