Performance analysis of EPI (WISDOMTREE INDIA EARNINGS FUND)
Annual Return
Over the past 3 years, EPI has had an average annual return of +8.11%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EPI has had an average annual return of +5.95%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EPI has had an average annual return of +9.13%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 26, 2008, EPI has had an average annual return of +3.77%, underperforming the benchmark SPY, which returned +11.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -8.75% | +2.26% | +10.70% | +26.03% | -4.85% | +26.40% | +18.56% | +1.54% | -9.89% | +39.14% | +2.77% | -8.90% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +27.85% | -9.20% | +25.29% | -40.41% | +20.27% | +95.08% | -56.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.26% | +1.25% | -10.01% | +6.67% | -2.21% | -0.75% | -8.75% | ||||||
| 2025 | -3.67% | -7.01% | +7.79% | +3.68% | +2.07% | +2.61% | -5.73% | -2.14% | +0.94% | +4.50% | +0.56% | -0.34% | +2.26% |
| 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% | -5.03% | +1.06% | +4.79% | +0.21% | +5.26% | +5.12% | -1.04% | +1.55% | -2.42% | +6.88% | +6.94% | +26.03% |
| 2022 | +2.12% | -4.94% | +2.02% | -1.25% | -5.88% | -5.92% | +7.69% | +1.47% | -5.77% | +4.22% | +6.72% | -4.06% | -4.85% |
| 2021 | -1.92% | +7.19% | +2.78% | -1.39% | +8.91% | +0.28% | +2.33% | +5.63% | +2.49% | +0.19% | -4.08% | +2.04% | +26.40% |
| 2020 | -2.45% | -8.41% | -27.07% | +12.79% | +1.48% | +8.53% | +9.84% | +5.95% | +1.40% | -0% | +12.20% | +10.64% | +18.56% |
| 2019 | -3.07% | -0.37% | +10.44% | -0.84% | +1.23% | -1.40% | -7.44% | -3.61% | +3.13% | +2.98% | -0.04% | +1.55% | +1.54% |
| 2018 | +3.74% | -7.00% | -2.16% | +2.07% | -3.89% | -1.81% | +6.39% | +0.19% | -9.74% | -6.84% | +8.77% | +1.66% | -9.89% |
| 2017 | +6.09% | +5.74% | +6.82% | +2.95% | +0.32% | -1.44% | +7.92% | -0.64% | -3.92% | +7.31% | -1.00% | +4.21% | +39.14% |
Drawdown analysis of EPI (WISDOMTREE INDIA EARNINGS FUND)
The maximum drawdown for the EPI was -66.21%, occurring on Nov 20, 2008. Recovery took 459 trading sessions.
The current EPI drawdown is -16.67%.
Since Feb 26, 2008 EPI has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.21% | Feb 26, 2008 | 188 | Nov 20, 2008 | 459 | Sep 20, 2010 | 647 |
| -52.59% | Nov 5, 2010 | 706 | Aug 28, 2013 | 1050 | Oct 27, 2017 | 1756 |
| -50.29% | Jan 24, 2018 | 543 | Mar 23, 2020 | 186 | Dec 15, 2020 | 729 |
| -21.89% | Sep 27, 2024 | 375 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -20.37% | Oct 18, 2021 | 170 | Jun 22, 2022 | 301 | Sep 1, 2023 | 471 |
| -9.54% | Mar 11, 2021 | 27 | Apr 20, 2021 | 20 | May 18, 2021 | 47 |
| -7.46% | Jun 3, 2024 | 1 | Jun 4, 2024 | 8 | Jun 14, 2024 | 9 |
| -6.62% | Sep 11, 2023 | 33 | Oct 26, 2023 | 22 | Nov 28, 2023 | 55 |
| -6.59% | Jan 14, 2021 | 10 | Jan 29, 2021 | 3 | Feb 3, 2021 | 13 |
| -5.79% | Mar 7, 2024 | 8 | Mar 19, 2024 | 26 | Apr 25, 2024 | 34 |
| -5.54% | Jul 16, 2024 | 14 | Aug 5, 2024 | 34 | Sep 23, 2024 | 48 |
| -5.04% | Nov 6, 2017 | 7 | Nov 15, 2017 | 24 | Dec 20, 2017 | 31 |
| -4.32% | Oct 13, 2010 | 4 | Oct 19, 2010 | 12 | Nov 4, 2010 | 16 |
| -4.17% | Dec 18, 2020 | 1 | Dec 21, 2020 | 4 | Dec 28, 2020 | 5 |
| -3.94% | May 2, 2024 | 6 | May 10, 2024 | 6 | May 20, 2024 | 12 |
| -3.79% | Feb 18, 2021 | 6 | Feb 26, 2021 | 3 | Mar 3, 2021 | 9 |
| -3.79% | Jun 7, 2021 | 9 | Jun 18, 2021 | 31 | Aug 3, 2021 | 40 |
| -3.36% | Feb 6, 2024 | 5 | Feb 13, 2024 | 2 | Feb 15, 2024 | 7 |
| -3.33% | Dec 19, 2023 | 1 | Dec 20, 2023 | 4 | Dec 27, 2023 | 5 |
| -2.97% | Jan 22, 2024 | 1 | Jan 23, 2024 | 4 | Jan 29, 2024 | 5 |
| -2.72% | Sep 16, 2021 | 2 | Sep 20, 2021 | 3 | Sep 23, 2021 | 5 |
| -2.16% | Jan 12, 2024 | 2 | Jan 17, 2024 | 3 | Jan 22, 2024 | 5 |
| -2.10% | Sep 20, 2010 | 3 | Sep 23, 2010 | 1 | Sep 24, 2010 | 4 |
| -2.03% | May 24, 2024 | 3 | May 30, 2024 | 2 | Jun 3, 2024 | 5 |
| -1.95% | Feb 22, 2024 | 4 | Feb 28, 2024 | 3 | Mar 4, 2024 | 7 |