WINDX
Wilshire 5000 IxFd-Inst
$31.64
0.01 (0.03%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 272.949M |
| 52 Week High | 31.64 |
| 52 Week Low | 23.451 |
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Key Data
| Symbol | WINDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 31.64 |
| Price Yesterday | 31.63 |
| Market Cap | 272.95 |
| YTD Return | 15.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.0036 |
Overview
| 52 Week High | 31.64 |
|---|---|
| 52 Week Low | 23.45 |
| Market Cap | 272.95M |
| Shares Outstanding | 8.63M |
| Income Dividend Yield | 1.07% |
| Long Term Dividend Yield | 1.98% |
| Short Term Dividend Yield | 0.03% |
| 52 Week Yield (All) | 3.07% |
Returns Annualized
| One Day | 8.30% |
|---|---|
| Five Days | 127.01% |
| One Months | 62.85% |
| Three Months | 26.91% |
| Six Months | 35.00% |
| Nine Months | 39.54% |
| One Year | 26.27% |
| Three Years | 8.21% |
| Five Years | 14.11% |
| Ten Years | 12.10% |
| YTD | 31.92% |
| Since Inception | 7.60% |
Returns Total
| One Day | 0.03% |
|---|---|
| Five Days | 1.64% |
| One Month | 3.94% |
| Three Months | 6.03% |
| Six Months | 15.90% |
| Nine Months | 28.01% |
| One Year | 26.24% |
| Three Years | 26.56% |
| Five Years | 93.13% |
| Ten Years | 212.46% |
| YTD | 15.35% |
| Since Inception | 473.81% |
Yearly Returns
| 2024 | 15.35% |
|---|---|
| 2023 | 25.21% |
| 2022 | -18.82% |
| 2021 | 25.85% |
| 2020 | 20.28% |
| 2019 | 30.07% |
| 2018 | -5.32% |
| 2017 | 20.57% |
| 2016 | 12.82% |
| 2015 | 0.36% |
Risk against SP-DA
| Alpha | -2.73% |
|---|---|
| Beta | 1.01 |
| Correlation | 99.55% |
| Downside Deviation | 2.94% |
| Coefficient of determination | 99.11% |
| Standard Deviation | 3.27% |
| Sharpe Ratio | -0.22 |
| Sortino | -0.83 |
| Treynor | 20.64 |
| Ulcer Index | 3.16 |
| Ulcer Performance Index | -0.77 |