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CXSE vs UNG

Comparison between WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF) and United States Natural Gas Fund (UNG, ETF).

5-Year PerformanceCXSE has outperformed UNG, delivering a return of -8.6% compared to -24.5%

CXSE vs UNG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CXSE
$518M
UNG
$517M
Expense Ratio
Winner
CXSE
0.32%
UNG
1.17%
Max Drawdown
Winner
CXSE
71.11%
UNG
99.88%
Sharpe Ratio
Winner
CXSE
0.59
UNG
-0.35
5Y Beta
CXSE
0.66
Winner
UNG
-0.03
5Y Dividends CAGR
CXSE
17.64%
UNG
N/A

CXSE vs UNG - Historical Returns

Returns include dividend reinvestment.

1M
CXSE
-5.47%
Winner
UNG
+4.03%
3M
Winner
CXSE
+0.49%
UNG
-12.96%
6M
Winner
CXSE
-4.38%
UNG
-10.84%
1Y
Winner
CXSE
+14.17%
UNG
-29.37%
5Y(CAGR)
Winner
CXSE
-8.59%
UNG
-24.46%
10Y(CAGR)
Winner
CXSE
+7.30%
UNG
-21.36%
Max(CAGR)
Winner
CXSE
+4.94%
UNG
-28.22%

CXSE vs UNG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearCXSEUNG
2026-6.08%-5.89%
2025+39.36%-27.92%
2024+11.98%-19.03%
2023-20.35%-60.33%
2022-29.27%+10.42%
2021-24.40%+32.17%
2020+53.66%-44.14%
2019+38.47%-31.16%
2018-31.23%+2.79%
2017+82.07%-30.10%
2016-0.16%+9.50%
2015-3.27%-42.05%
2014+2.30%-29.43%
2013-5.39%+13.43%
2012+11.69%-26.97%
2011N/A-48.81%
2010N/A-43.69%
2009N/A-59.37%
2008N/A-39.42%
2007N/A-28.60%

CXSE vs UNG Drawdown Comparison

The maximum drawdown for CXSE was -70.01%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The maximum drawdown for UNG was -99.88%, occurring on Apr 29, 2026. This drawdown has not yet recovered.

The current CXSE drawdown is -48.04%. The current UNG drawdown is -99.86%.

RankCXSEUNG
#1-70.01%
Feb 17, 2021 - Feb 2, 2024
-99.88%
Jul 1, 2008 - Apr 29, 2026
#2-41.23%
Apr 27, 2015 - May 22, 2017
-36.72%
May 17, 2007 - Apr 28, 2008
#3-38.58%
Jan 26, 2018 - Jun 19, 2020
-6.30%
Apr 28, 2008 - May 7, 2008
#4-22.21%
Jan 10, 2013 - Jul 28, 2014
-5.82%
May 9, 2008 - May 21, 2008
#5-12.01%
Sep 4, 2014 - Apr 6, 2015
-4.77%
May 28, 2008 - Jun 3, 2008
#6-9.77%
Nov 21, 2017 - Jan 3, 2018
-4.29%
Jun 18, 2008 - Jun 30, 2008
#7-8.48%
Sep 2, 2020 - Oct 9, 2020
-3.46%
May 3, 2007 - May 14, 2007
#8-6.93%
Jan 25, 2021 - Feb 9, 2021
-2.42%
Apr 18, 2007 - Apr 23, 2007
#9-6.85%
Nov 6, 2012 - Dec 10, 2012
-2.23%
Apr 25, 2007 - Apr 27, 2007
#10-5.56%
Jul 9, 2020 - Aug 4, 2020
-1.91%
Jun 6, 2008 - Jun 12, 2008
#11-4.82%
Nov 5, 2020 - Dec 18, 2020
-1.61%
Apr 27, 2007 - May 3, 2007
#12-4.42%
Aug 5, 2020 - Aug 24, 2020
-1.30%
Jun 12, 2008 - Jun 16, 2008
#13-3.94%
Apr 16, 2015 - Apr 23, 2015
-1.17%
May 14, 2007 - May 17, 2007
#14-3.91%
Sep 20, 2017 - Oct 3, 2017
-1.15%
May 23, 2008 - May 28, 2008
#15-3.65%
Aug 8, 2017 - Aug 22, 2017
-0.61%
May 21, 2008 - May 23, 2008

Correlation

Correlation between CXSE and UNG is -0.57 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.57
-101

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