WIOPX
Wilshire Income Opportunities-Inst
$8.77
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconstrained Bond |
|---|---|
| Market Cap | 202.241M |
| 52 Week High | 8.77 |
| 52 Week Low | 7.985 |
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Key Data
| Symbol | WIOPX |
|---|---|
| Type | Mutual Fund |
| Category | Unconstrained Bond |
| Price | 8.77 |
| Price Yesterday | 8.77 |
| Market Cap | 202.24 |
| YTD Return | 1.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.009 |
Overview
| 52 Week High | 8.77 |
|---|---|
| 52 Week Low | 7.99 |
| Market Cap | 202.24M |
| Shares Outstanding | 23.06M |
| Income Dividend Yield | 3.37% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.37% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 58.78% |
| One Months | 16.24% |
| Three Months | 6.97% |
| Six Months | 4.14% |
| Nine Months | 11.65% |
| One Year | 6.84% |
| Three Years | -1.45% |
| Five Years | 0.60% |
| Ten Years | -999 |
| YTD | 2.80% |
| Since Inception | 2.37% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.92% |
| One Month | 1.20% |
| Three Months | 1.67% |
| Six Months | 2.01% |
| Nine Months | 8.51% |
| One Year | 6.83% |
| Three Years | -4.28% |
| Five Years | 3.01% |
| Ten Years | -999 |
| YTD | 1.43% |
| Since Inception | 21.28% |
Yearly Returns
| 2024 | 1.43% |
|---|---|
| 2023 | 6.61% |
| 2022 | -10.91% |
| 2021 | 0.62% |
| 2020 | 3.79% |
| 2019 | 10.17% |
| 2018 | -0.44% |
| 2017 | 5.85% |
| 2016 | 3.83% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.13% |
|---|---|
| Beta | 0.33 |
| Correlation | 80.74% |
| Downside Deviation | 1.30% |
| Coefficient of determination | 65.18% |
| Standard Deviation | 1.30% |
| Sharpe Ratio | -4.87 |
| Sortino | -16.87 |
| Treynor | 4.49 |
| Ulcer Index | 1.66 |
| Ulcer Performance Index | -13.21 |