WIORX
Wilshire Income Opportunities-Inv
$8.88
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconstrained Bond |
|---|---|
| Market Cap | 202.221M |
| 52 Week High | 8.88 |
| 52 Week Low | 8.101 |
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Key Data
| Symbol | WIORX |
|---|---|
| Type | Mutual Fund |
| Category | Unconstrained Bond |
| Price | 8.88 |
| Price Yesterday | 8.88 |
| Market Cap | 202.22 |
| YTD Return | 1.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.0115 |
Overview
| 52 Week High | 8.88 |
|---|---|
| 52 Week Low | 8.10 |
| Market Cap | 202.22M |
| Shares Outstanding | 22.77M |
| Income Dividend Yield | 2.83% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.83% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 67.18% |
| One Months | 16.86% |
| Three Months | 6.63% |
| Six Months | 4.06% |
| Nine Months | 11.38% |
| One Year | 6.60% |
| Three Years | -1.68% |
| Five Years | 0.30% |
| Ten Years | -999 |
| YTD | 2.52% |
| Since Inception | 2.12% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.02% |
| One Month | 1.24% |
| Three Months | 1.59% |
| Six Months | 1.98% |
| Nine Months | 8.32% |
| One Year | 6.59% |
| Three Years | -4.94% |
| Five Years | 1.50% |
| Ten Years | -999 |
| YTD | 1.29% |
| Since Inception | 18.89% |
Yearly Returns
| 2024 | 1.29% |
|---|---|
| 2023 | 6.34% |
| 2022 | -11.18% |
| 2021 | 0.41% |
| 2020 | 3.59% |
| 2019 | 9.58% |
| 2018 | -0.65% |
| 2017 | 5.59% |
| 2016 | 3.94% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.36% |
|---|---|
| Beta | 0.32 |
| Correlation | 79.64% |
| Downside Deviation | 1.29% |
| Coefficient of determination | 63.43% |
| Standard Deviation | 1.31% |
| Sharpe Ratio | -4.87 |
| Sortino | -17.15 |
| Treynor | 3.75 |
| Ulcer Index | 1.67 |
| Ulcer Performance Index | -13.23 |