Performance analysis of XSOE (WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND)
Annual Return
Over the past 3 years, XSOE has had an average annual return of +18.37%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, XSOE has had an average annual return of +3.94%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, XSOE has had an average annual return of +9.28%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Dec 10, 2014, XSOE has had an average annual return of +7.24%, underperforming the benchmark SPY, which returned +13.71% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.47% | +30.05% | +7.03% | +10.27% | -25.84% | -5.92% | +28.61% | +24.83% | -18.60% | +49.23% | +6.66% | -13.50% |
| 2014 | |||||||||||
| +0.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.90% | +5.95% | -9.14% | +13% | +8.12% | +0.97% | -8.24% | +16.47% | |||||
| 2025 | +0.96% | -0.75% | +1.08% | +0.88% | +4.37% | +6.59% | +0.52% | +2.71% | +7.13% | +3.64% | -2.24% | +2.11% | +30.05% |
| 2024 | -5.26% | +4.86% | +2.68% | -0.61% | +1.81% | +3.25% | +1.24% | +0.42% | +6.59% | -3.05% | -2.35% | -2.11% | +7.03% |
| 2023 | +9.81% | -8.02% | +3.30% | -1.51% | -1.61% | +4.27% | +6.76% | -6.60% | -3.74% | -3.26% | +7.71% | +4.57% | +10.27% |
| 2022 | -1.90% | -5.34% | -4.34% | -7.07% | +0.36% | -4.63% | -0.35% | -1.29% | -11.95% | -2.03% | +15.13% | -3.92% | -25.84% |
| 2021 | +3.88% | +0.75% | -1.93% | +1.18% | +0.99% | +1.71% | -7.23% | +0.67% | -4.48% | +1.69% | -3.58% | +0.82% | -5.92% |
| 2020 | -4.26% | -3.01% | -15.69% | +8.35% | +4.61% | +8.37% | +9.83% | +3.47% | -0.51% | +2.29% | +7.52% | +7.54% | +28.61% |
| 2019 | +10.53% | -0.07% | +2.20% | +3.36% | -9.33% | +7.28% | -2.05% | -3.11% | +2.23% | +4.20% | +1.26% | +7.44% | +24.83% |
| 2018 | +7.80% | -5.00% | -0.86% | -3.15% | -1.41% | -4.50% | +1.87% | -3.07% | -1.93% | -10.19% | +5.52% | -4.19% | -18.60% |
| 2017 | +6.42% | +4.77% | +4.86% | +0.78% | +4.14% | +2.24% | +6.56% | +1.92% | +1.37% | +3.48% | +1.50% | +2.86% | +49.23% |
Drawdown analysis of XSOE (WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND)
The maximum drawdown for the XSOE was -45.24%, occurring on Oct 24, 2022. Recovery took 813 trading sessions.
The current XSOE drawdown is -11.09%.
Since Dec 10, 2014 XSOE has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.24% | Feb 16, 2021 | 426 | Oct 24, 2022 | 813 | Jan 22, 2026 | 1239 |
| -35.05% | Jan 26, 2018 | 541 | Mar 23, 2020 | 94 | Aug 5, 2020 | 635 |
| -31.24% | Apr 28, 2015 | 184 | Jan 20, 2016 | 328 | May 9, 2017 | 512 |
| -13.30% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -11.25% | Jun 22, 2026 | 18 | Jul 17, 2026 | Ongoing | Ongoing | Ongoing |
| -8.69% | Jun 2, 2026 | 3 | Jun 5, 2026 | 9 | Jun 18, 2026 | 12 |
| -6.06% | Jan 22, 2015 | 35 | Mar 13, 2015 | 14 | Apr 2, 2015 | 49 |
| -5.54% | Nov 22, 2017 | 9 | Dec 6, 2017 | 17 | Jan 2, 2018 | 26 |
| -5.52% | Aug 28, 2020 | 18 | Sep 24, 2020 | 10 | Oct 8, 2020 | 28 |
| -5.48% | Jan 25, 2021 | 4 | Jan 29, 2021 | 5 | Feb 5, 2021 | 9 |
| -5.15% | May 11, 2026 | 6 | May 19, 2026 | 4 | May 26, 2026 | 10 |
| -4.10% | Dec 10, 2014 | 4 | Dec 16, 2014 | 4 | Dec 22, 2014 | 8 |
| -4.09% | Dec 26, 2014 | 6 | Jan 6, 2015 | 9 | Jan 20, 2015 | 15 |
| -3.42% | Jan 28, 2026 | 6 | Feb 5, 2026 | 3 | Feb 10, 2026 | 9 |
| -3.41% | Sep 19, 2017 | 7 | Sep 28, 2017 | 8 | Oct 10, 2017 | 15 |
| -3.36% | Aug 8, 2017 | 2 | Aug 10, 2017 | 9 | Aug 23, 2017 | 11 |
| -2.98% | Oct 12, 2020 | 14 | Oct 30, 2020 | 3 | Nov 4, 2020 | 17 |
| -2.59% | Aug 6, 2020 | 3 | Aug 11, 2020 | 10 | Aug 25, 2020 | 13 |
| -2.45% | May 16, 2017 | 2 | May 18, 2017 | 5 | May 25, 2017 | 7 |
| -2.37% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -2.34% | Nov 27, 2020 | 1 | Nov 30, 2020 | 3 | Dec 3, 2020 | 4 |
| -2.28% | Dec 17, 2020 | 3 | Dec 22, 2020 | 5 | Dec 30, 2020 | 8 |
| -2.21% | Oct 18, 2017 | 6 | Oct 26, 2017 | 4 | Nov 1, 2017 | 10 |
| -2.21% | Apr 16, 2015 | 1 | Apr 17, 2015 | 4 | Apr 23, 2015 | 5 |
| -2.19% | Nov 9, 2020 | 3 | Nov 12, 2020 | 2 | Nov 16, 2020 | 5 |