WisdomTree India Earnings Fund (EPI) Performance
EPI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −13.3% since Dec 31, 2025
- 1 year
- −13.8% total return
- 5 years
- +2.6% a year
- 10 years
- +7.6% a year
- Since first price
- +3.6% a year since 2008
EPI trailing returns vs SPY, QQQ, AGG
| Period | EPI total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.9% | −3.9% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.9% | −2.9% | +3.2% | +1.9% | −0.4% |
| 6 months | −7.2% | −7.2% | +7.8% | +8.4% | −1.5% |
| YTD | −13.3% | −13.3% | +12.3% | +15.1% | −1.0% |
| 1 year | −13.8% | −13.8% | +14.4% | +15.9% | −1.1% |
| 3 years | +11.6%+3.7%/yr | +11.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +13.5%+2.6%/yr | +5.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +107.4%+7.6%/yr | +83.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +151.9%+6.4%/yr | +111.7% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| Since inceptionFeb 22, 2008 | +94.7%+3.6%/yr | +59.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: EPI vs SPY
From Feb 22, 2008: EPI grew to $19,468, SPY to $78,870.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
EPI returns by calendar year
12 of 17 full years positive. Best 2009 (+95.1%), worst 2011 (−40.4%). 2026 is year to date.
EPI annual returns table
| Year | EPI | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −13.3% | −15.5% | +12.3% | +15.1% | −1.0% |
| 2025 | +2.3% | −12.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +10.7% | −11.0% | +24.9% | +25.6% | +1.3% |
| 2023 | +26.0% | −8.8% | +26.2% | +54.9% | +5.7% |
| 2022 | −4.7% | −20.0% | −18.2% | −32.6% | −13.0% |
| 2021 | +26.4% | −10.9% | +28.7% | +27.4% | −1.8% |
| 2020 | +18.6% | −44.4% | +18.3% | +48.6% | +7.5% |
| 2019 | +1.5% | −16.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −9.9% | −25.0% | −4.6% | −0.1% | +0.1% |
| 2017 | +39.1% | −7.6% | +21.7% | +32.7% | +3.6% |
| 2016 | +2.8% | −15.6% | +12.0% | +7.1% | +2.4% |
| 2015 | −8.9% | −26.7% | +1.2% | +9.4% | +0.5% |
| 2014 | +27.9% | −11.8% | +13.5% | +19.2% | +6.0% |
| 2013 | −9.2% | −34.8% | +32.3% | +36.6% | −2.0% |
| 2012 | +25.3% | −27.5% | +16.0% | +18.1% | +3.8% |
| 2011 | −40.4% | −41.6% | +1.9% | +3.4% | +7.7% |
| 2010 | +20.3% | −15.8% | +15.1% | +19.9% | +6.4% |
| 2009 | +95.1% | −26.2% | +26.4% | +54.7% | +3.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
EPI largest drawdowns
Now 20.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 26, 2008 | −66.2% | Nov 20, 2008 | Sep 20, 2010 | 9 months | 2.6 years |
| Nov 5, 2010 | −52.6% | Aug 28, 2013 | Oct 27, 2017 | 2.8 years | 7.0 years |
| Jan 24, 2018 | −50.3% | Mar 23, 2020 | Dec 15, 2020 | 2.2 years | 2.9 years |
| Sep 27, 2024 | −22.0% | Oct 8, 2026 | not yet | 2.0 years | 2.1 years so far |
| Oct 18, 2021 | −20.4% | Jun 22, 2022 | Jul 31, 2023 | 8 months | 1.8 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
EPI risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2008 |
|---|---|---|---|---|
| Annualized return | +3.6% | +3.2% | +7.9% | +3.8% |
| Volatility (annualized) | 14.7% | 14.5% | 18.8% | 26.1% |
| Sharpe ratio | 0.01 | 0.04 | 0.38 | 0.22 |
| Sortino ratio | 0.02 | 0.06 | 0.54 | 0.34 |
| Best month | +7.8% | +7.8% | +12.8% | +37.3% |
| Worst month | −10.0% | −10.0% | −27.1% | −29.0% |
| Best 12 months | +37.3% | +40.4% | +96.6% | +122.6% |
| Worst 12 months | −12.2% | −12.5% | −38.0% | −60.9% |
| Positive months | 61% | 62% | 60% | 57% |
| Beta vs S&P 500 | 0.46 | 0.48 | 0.65 | — |
| Correlation with S&P 500 | 0.39 | 0.52 | 0.53 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
EPI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 213 | −60.9% | +3.1% | +122.6% | 60% |
| 3-year (a year) | 189 | −15.8% | +7.9% | +29.2% | 80% |
| 5-year (a year) | 165 | −5.6% | +7.3% | +24.2% | 83% |
| 10-year (a year) | 105 | −2.6% | +8.0% | +11.9% | 94% |
Every holding period starting at a month-end since 2008. Returns for 3 years and longer are annualized.
EPI performance overview
WisdomTree India Earnings Fund (EPI) returned −13.8% over the past year and +7.6% a year over ten years, with distributions reinvested. Since its first recorded price in 2008 it has returned +3.6% a year, turning $10,000 into about $19,468. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −66.2%, from Feb 26, 2008 to Nov 20, 2008, and it took 1.8 years to get back to the old high. EPI finished 12 of its 17 full calendar years with a gain; the best year was 2009 (+95.1%) and the worst 2011 (−40.4%). Volatility has been 26.1% a year.
Related: EPI chart. See the EPI overview for the latest quote and fund facts.
EPI performance FAQ
What is the EPI return over the past year?
EPI returned −13.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 13.8%.
What is the average annual return of EPI?
EPI has returned +2.6% a year over 5 years, +7.6% a year over 10 years, +3.6% a year since February 22, 2008 (total return, distributions reinvested).
How much would $10,000 invested in EPI be worth?
$10,000 invested in EPI at its first recorded close on February 22, 2008 would be worth about $19,468 on October 23, 2026 with distributions reinvested.
What was the worst year for EPI?
The worst calendar year was 2011, with a total return of −40.4%. The best was 2009 at +95.1%.
What is the biggest drawdown of EPI?
The largest peak-to-trough decline was −66.2% between February 26, 2008 and November 20, 2008. It recovered to the old high on September 20, 2010, 1.8 years after the bottom.
How volatile is EPI?
Over the past 3 years EPI had an annualized volatility of 14.7% and a Sharpe ratio of 0.01 (excess return over 1–3 month T-bills per unit of risk).