WFIVX
Wilshire 5000 IxFd-Inv
$31.57
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 272.868M |
| 52 Week High | 31.57 |
| 52 Week Low | 23.441 |
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Key Data
| Symbol | WFIVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 31.57 |
| Price Yesterday | 31.57 |
| Market Cap | 272.87 |
| YTD Return | 15.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.002 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.006 |
Overview
| 52 Week High | 31.57 |
|---|---|
| 52 Week Low | 23.44 |
| Market Cap | 272.87M |
| Shares Outstanding | 8.64M |
| Income Dividend Yield | 0.89% |
| Long Term Dividend Yield | 1.98% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 2.89% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 127.43% |
| One Months | 62.35% |
| Three Months | 26.46% |
| Six Months | 34.70% |
| Nine Months | 39.18% |
| One Year | 25.93% |
| Three Years | 7.99% |
| Five Years | 13.83% |
| Ten Years | 11.81% |
| YTD | 31.54% |
| Since Inception | 7.59% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.64% |
| One Month | 3.92% |
| Three Months | 5.94% |
| Six Months | 15.77% |
| Nine Months | 27.77% |
| One Year | 25.90% |
| Three Years | 25.78% |
| Five Years | 90.81% |
| Ten Years | 204.52% |
| YTD | 15.18% |
| Since Inception | 539.46% |
Yearly Returns
| 2024 | 15.18% |
|---|---|
| 2023 | 24.93% |
| 2022 | -18.98% |
| 2021 | 25.58% |
| 2020 | 19.93% |
| 2019 | 29.74% |
| 2018 | -5.60% |
| 2017 | 20.20% |
| 2016 | 12.51% |
| 2015 | 0.08% |
Risk against SP-DA
| Alpha | -3.12% |
|---|---|
| Beta | 1.01 |
| Correlation | 99.53% |
| Downside Deviation | 2.95% |
| Coefficient of determination | 99.07% |
| Standard Deviation | 3.28% |
| Sharpe Ratio | -0.25 |
| Sortino | -0.94 |
| Treynor | 20.26 |
| Ulcer Index | 3.19 |
| Ulcer Performance Index | -0.88 |