See what your fund actually adds

WisdomTree India Earnings Fund EPI

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

EPI compared with its replication portfolio
MeasureEPIReplication
Annualized growth2.2%8.6%
Annualized volatility14.9%11.4%
Sharpe ratio0.220.78
Maximum drawdown21.2%19.7%
Replication fit (R²)0.35 · Tracking error 12.0%

Replication portfolio

The published portfolio below is the investable basket used to model EPI’s historical return behavior.

EPI replication basket weights
TickerBuilding blockWeight
DGSEM Small Cap46.1%
DBEFIntl · Dev Hedged17.4%
VWOEmerging Markets15.3%
ICVTFI · Convertibles11.0%
XLVSector · Healthcare10.2%