Summary
CXSE
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 4.01% Volatility 25.15% Sharpe 0.38
Official loaded data — not a live quote.

WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND

Symbol: CXSE

Exchange: NASDAQ

Sector: Technology

Category: Greater China Region

Inception date: 19/09/2012

Latest date: 17/07/2026

Current price: $37.35

Expense ratio: 0.32%

Assets under management
$498.9M
0.48% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

-3.86%

Ann. -36.05% (Sharpe / Sortino numerator)

Volatility

25.10%

Sharpe ratio

-1.581

VaR 95%

-2.92%

CVaR 95%: -3.46%
Max drawdown: -6.14%
Sortino ratio: -2.074
Calmar ratio: -5.87

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-8.82%

Ann. -32.18% (Sharpe / Sortino numerator)

Volatility

20.35%

Sharpe ratio

-1.760

VaR 95%

-2.17%

CVaR 95%: -2.87%
Max drawdown: -13.91%
Sortino ratio: -2.479
Calmar ratio: -2.31

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

-8.75%

Ann. -29.94% (Sharpe / Sortino numerator)

Volatility

21.62%

Sharpe ratio

-1.553

VaR 95%

-2.09%

CVaR 95%: -3.24%
Max drawdown: -17.23%
Sortino ratio: -2.000
Calmar ratio: -1.74

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.01%

Ann. 13.12% (Sharpe / Sortino numerator)

Volatility

25.15%

Sharpe ratio

0.377

VaR 95%

-2.05%

CVaR 95%: -3.68%
Max drawdown: -17.74%
Sortino ratio: 0.460
Calmar ratio: 0.74

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

43.12%

Ann. 20.98% (Sharpe / Sortino numerator)

Volatility

29.79%

Sharpe ratio

0.582

VaR 95%

-2.37%

CVaR 95%: -4.09%
Max drawdown: -29.15%
Sortino ratio: 0.801
Calmar ratio: 0.72

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

22.52%

Ann. 4.63% (Sharpe / Sortino numerator)

Volatility

28.84%

Sharpe ratio

0.035

VaR 95%

-2.55%

CVaR 95%: -3.87%
Max drawdown: -32.12%
Sortino ratio: 0.051
Calmar ratio: 0.14

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.026%

Best day

4.003%

08/04/2026
Worst day

-6.72%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $37.17 $37.35 $37.08 $37.35 6,000
16/07/2026 $38.86 $38.88 $38.55 $38.63 40,000
15/07/2026 $38.99 $39.32 $38.99 $39.09 29,300
14/07/2026 $38.77 $38.82 $38.60 $38.63 13,700
13/07/2026 $37.86 $38.01 $37.75 $37.77 26,000
10/07/2026 $38.52 $38.61 $38.43 $38.53 6,300
09/07/2026 $38.77 $39.00 $38.77 $38.99 13,700
08/07/2026 $38.05 $38.24 $38.01 $38.19 9,900
07/07/2026 $38.02 $38.16 $37.84 $37.92 8,600
06/07/2026 $38.03 $38.22 $38.03 $38.22 7,700