WisdomTree India Hedged Equity Fund (INDH) Performance
INDH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −13.2% since Dec 31, 2025
- 1 year
- −12.2% total return
- Since first price
- −2.7% since 2024
INDH trailing returns vs SPY, QQQ, AGG
| Period | INDH total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −3.1% | −3.1% | −1.0% | −5.0% | +0.9% |
| 3 months | −4.7% | −4.7% | +3.2% | +1.9% | −0.4% |
| 6 months | −7.4% | −7.4% | +7.8% | +8.4% | −1.5% |
| YTD | −13.2% | −13.2% | +12.3% | +15.1% | −1.0% |
| 1 year | −12.2% | −16.7% | +14.4% | +15.9% | −1.1% |
| Since inceptionMay 9, 2024 | −2.7% | −7.8% | — | — | — |
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: INDH vs SPY
From May 9, 2024: INDH grew to $9,733, SPY to $15,041.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
INDH returns by calendar year
1 of 1 full years positive. Best 2025 (+6.8%), worst 2025 (+6.8%). 2026 is year to date.
INDH annual returns table
| Year | INDH | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −13.2% | −14.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.8% | −8.5% | +17.7% | +20.8% | +7.2% |
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.
INDH largest drawdowns
Now 15.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 26, 2024 | −15.8% | Oct 8, 2026 | not yet | 2.0 years | 2.1 years so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
INDH risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | −1.6% |
| Volatility (annualized) | 11.7% |
| Sharpe ratio | -0.43 |
| Sortino ratio | -0.55 |
| Best month | +5.8% |
| Worst month | −7.6% |
| Best 12 months | +10.2% |
| Worst 12 months | −8.0% |
| Positive months | 50% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
INDH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 18 | −12.2% | −2.1% | +10.2% | 44% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
INDH performance overview
WisdomTree India Hedged Equity Fund (INDH) returned −12.2% over the past year, with distributions reinvested. Since its first recorded price on May 9, 2024 it has returned −2.7%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.8%, from Sep 26, 2024 to Oct 8, 2026; the fund has not yet regained that high. Volatility has been 11.7% a year.
Related: INDH chart, INDH holdings, INDH dividends. See the INDH overview for the latest quote and fund facts.
INDH performance FAQ
What is the INDH return over the past year?
INDH returned −12.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 16.7%.
How much would $10,000 invested in INDH be worth?
$10,000 invested in INDH at its first recorded close on May 9, 2024 would be worth about $9,733 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of INDH?
The largest peak-to-trough decline was −15.8% between September 26, 2024 and October 8, 2026. It has not yet recovered to that high; it is 15.1% below its peak.
How volatile is INDH?
Over the past history INDH had an annualized volatility of 11.7% and a Sharpe ratio of -0.43 (excess return over 1–3 month T-bills per unit of risk).