IFN vs CXSE

Comparison between India Fund Inc (IFN, ETF) and WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND (CXSE, ETF).

5-Year PerformanceIFN has outperformed CXSE, delivering a return of +0.4% compared to -8.6%

IFN vs CXSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IFN(ETF)	CXSE(ETF)
Net Assets	$519M	$518M
Expense Ratio	N/A	0.32%
Max Drawdown	84.81%	71.11%
Sharpe Ratio	-1.74	0.59
5Y Beta	0.49	0.66
5Y Dividends CAGR	5.70%	17.64%

Net Assets

Winner

IFN

$519M

CXSE

$518M

Expense Ratio

IFN

N/A

CXSE

0.32%

Max Drawdown

IFN

84.81%

Winner

CXSE

71.11%

Sharpe Ratio

IFN

-1.74

Winner

CXSE

0.59

5Y Beta

Winner

IFN

0.49

CXSE

0.66

5Y Dividends CAGR

IFN

5.70%

Winner

CXSE

17.64%

IFN vs CXSE - Historical Returns

Returns include dividend reinvestment.

Period	IFN	CXSE
1 month	-1.34%	-5.47%
3 months	-6.08%	+0.49%
6 months	-14.31%	-4.38%
1 year	-21.53%	+14.17%
5 years(CAGR)	+0.39%	-8.59%
10 years(CAGR)	+6.26%	+7.30%
Max(CAGR)	+9.87%	+4.94%

Winner

IFN

-1.34%

CXSE

-5.47%

IFN

-6.08%

Winner

CXSE

+0.49%

IFN

-14.31%

Winner

CXSE

-4.38%

IFN

-21.53%

Winner

CXSE

+14.17%

5Y(CAGR)

Winner

IFN

+0.39%

CXSE

-8.59%

10Y(CAGR)

IFN

+6.26%

Winner

CXSE

+7.30%

Max(CAGR)

Winner

IFN

+9.87%

CXSE

+4.94%

IFN vs CXSE - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IFN	CXSE
2026	-16.45%	-6.08%
2025	-1.32%	+39.36%
2024	-2.20%	+11.98%
2023	+32.46%	-20.35%
2022	-17.34%	-29.27%
2021	+22.42%	-24.40%
2020	+11.04%	+53.66%
2019	+11.21%	+38.47%
2018	-5.34%	-31.23%
2017	+39.00%	+82.07%
2016	+3.59%	-0.16%
2015	-6.72%	-3.27%
2014	+41.45%	+2.30%
2013	-2.50%	-5.39%
2012	+18.26%	+11.69%
2011	-43.26%	N/A
2010	+25.52%	N/A
2009	+59.56%	N/A
2008	-60.29%	N/A
2007	+60.19%	N/A
2006	+23.68%	N/A
2005	+45.06%	N/A
2004	+19.71%	N/A
2003	+136.57%	N/A
2002	+10.29%	N/A
2001	-21.06%	N/A
2000	-32.29%	N/A
1999	+40.99%	N/A

IFN vs CXSE Drawdown Comparison

The maximum drawdown for IFN was -71.83%, occurring on Mar 9, 2009. Recovery took 2351 trading sessions.

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

The current IFN drawdown is -28.40%. The current CXSE drawdown is -48.04%.

Rank	IFN	CXSE
#1	-71.83% Jan 14, 2008 - May 16, 2017	-70.01% Feb 17, 2021 - Feb 2, 2024
#2	-65.52% Mar 6, 2000 - Dec 12, 2003	-41.23% Apr 27, 2015 - May 22, 2017
#3	-41.96% May 10, 2006 - Oct 15, 2007	-38.58% Jan 26, 2018 - Jun 19, 2020
#4	-41.41% Jan 17, 2020 - Dec 1, 2020	-22.21% Jan 10, 2013 - Jul 28, 2014
#5	-32.89% Apr 5, 2004 - Dec 13, 2004	-12.01% Sep 4, 2014 - Apr 6, 2015
#6	-31.53% Mar 8, 2024 - Mar 30, 2026	-9.77% Nov 21, 2017 - Jan 3, 2018
#7	-24.71% Jan 13, 2022 - Sep 11, 2023	-8.48% Sep 2, 2020 - Oct 9, 2020
#8	-23.21% Jan 23, 2018 - Jan 13, 2020	-6.93% Jan 25, 2021 - Feb 9, 2021
#9	-19.93% Jan 3, 2005 - Jun 29, 2005	-6.85% Nov 6, 2012 - Dec 10, 2012
#10	-18.00% Sep 20, 2005 - Dec 22, 2005	-5.56% Jul 9, 2020 - Aug 4, 2020
#11	-17.60% Jan 14, 2004 - Apr 5, 2004	-4.82% Nov 5, 2020 - Dec 18, 2020
#12	-17.14% Oct 31, 2007 - Dec 6, 2007	-4.42% Aug 5, 2020 - Aug 24, 2020
#13	-12.67% Oct 15, 2007 - Oct 29, 2007	-3.94% Apr 16, 2015 - Apr 23, 2015
#14	-10.93% Sep 25, 2023 - Nov 17, 2023	-3.91% Sep 20, 2017 - Oct 3, 2017
#15	-10.70% Mar 3, 2006 - Apr 10, 2006	-3.65% Aug 8, 2017 - Aug 22, 2017

Correlation

Correlation between IFN and CXSE is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2001 - 2026)

IFN vs CXSE dividend yield comparison.

Year	IFN	CXSE
2026	7.65%	0.05%
2025	16.09%	1.95%
2024	14.60%	1.70%
2023	8.97%	1.71%
2022	21.47%	1.55%
2021	15.21%	0.86%
2020	9.77%	0.54%
2019	11.57%	0.96%
2018	22.25%	1.49%
2017	12.11%	1.24%
2016	7.97%	1.39%
2015	8.02%	2.50%
2014	7.22%	2.29%
2013	4.76%	2.75%
2012	11.34%	0.00%
2011	6.09%	0.00%
2010	11.02%	0.00%
2008	38.91%	0.00%
2007	15.44%	0.00%
2006	11.15%	0.00%
2005	11.23%	0.00%
2004	5.13%	0.00%
2003	0.52%	0.00%
2002	0.80%	0.00%
2001	0.74%	0.00%