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WFIVX: WILSHIRE 5000 INDEX FUND INVESTMENT CLASS (MUTUAL FUND)
Basic Info 34.47 0.17(0.50%) June 30
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (39%) |
| Start Date: | 04/14/1999 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.84% |
| Expenses | 0.36% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/14/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.9 | 5.3 | 11.7 | 13.8 | 10.6 | 9.6 | 12.1 | 8.7 | 6.6 | 20.3 | 22.1 | -22.0 | 17.8 | 10.8 | 29.7 | -5.6 | 20.2 | 12.5 | 0.1 | 12.4 | 32.1 | 15.4 | 0.2 | 16.4 | 27.0 | -37.1 | 4.8 | 14.5 | 5.6 | 11.2 | 29.6 | -21.3 | -11.5 | -11.0 | 13.9 |
| Sharpe Ratio | NA | 0.29 | 0.39 | 0.59 | 0.48 | 0.44 | NA | NA | 0.26 | 1.05 | 1.35 | -0.95 | 1.17 | 0.3 | 2.26 | -0.41 | 2.86 | 0.92 | 0.0 | 1.08 | 2.87 | 1.19 | 0.01 | 0.88 | 0.97 | -0.94 | 0.11 | 1.06 | 0.33 | 0.88 | 1.77 | -0.9 | -0.64 | -0.63 | 0.51 |
| Draw Down(%) | NA | 19.4 | 20.5 | 20.5 | 28.9 | 34.6 | NA | NA | 55.4 | 8.5 | 10.7 | 24.9 | 9.8 | 34.6 | 6.9 | 19.9 | 2.8 | 11.0 | 11.9 | 7.4 | 5.7 | 10.0 | 20.3 | 16.0 | 27.3 | 48.2 | 10.1 | 8.5 | 7.0 | 8.5 | 13.4 | 32.5 | 29.7 | 20.7 | 21.6 |
| Standard Deviation(%) | NA | 24.6 | 20.1 | 17.6 | 18.4 | 18.9 | NA | NA | 20.2 | 13.0 | 13.3 | 24.6 | 15.2 | 35.6 | 12.5 | 16.8 | 6.9 | 13.3 | 15.2 | 11.4 | 11.2 | 12.9 | 24.3 | 18.5 | 27.8 | 40.4 | 15.9 | 10.6 | 10.6 | 11.6 | 16.4 | 25.0 | 22.0 | 23.8 | 32.0 |
| Treynor Ratio | NA | 0.07 | 0.08 | 0.1 | 0.09 | 0.08 | NA | NA | 0.05 | 0.14 | 0.18 | -0.24 | 0.17 | 0.11 | 0.28 | -0.07 | 0.19 | 0.12 | 0.0 | 0.12 | 0.32 | 0.15 | 0.0 | 0.16 | 0.26 | -0.38 | 0.02 | 0.11 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.03 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | NA | NA | 1.0 | 1.0 | 0.99 | 0.98 | 1.03 | 1.0 | 1.0 | 0.98 | 1.02 | 1.01 | 0.98 | 0.99 | 1.0 | 1.0 | 1.03 | 1.02 | 1.02 | 0.99 | 1.0 | 1.03 | 1.03 | 1.03 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.99 | 0.98 | 0.97 | 0.92 | 0.96 | NA | NA | 0.73 | 0.97 | 0.96 | 0.98 | 0.83 | 0.95 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.8 | 1.1 | 1.2 | 3.7 | 5.7 | 4.1 | N/A | 1.0 | 1.2 | 0.9 | 0.9 | 1.1 | 6.2 | 5.3 | 9.7 | 6.6 | 1.4 | 1.4 | 1.6 | 1.6 | 1.3 | 1.4 | 1.7 | 1.1 | 1.5 | 0.9 | 0.7 | 1.1 | 0.5 | 0.6 | 0.4 | 1.4 | 0.4 |
| Dividend Growth(%) | N/A | -100.0 | -6.4 | -51.7 | -76.8 | 354.8 | N/A | N/A | N/A | -6.4 | 11.1 | 13.0 | -14.6 | -77.5 | 4.4 | -39.7 | 59.9 | 367.5 | 11.3 | 10.5 | 13.6 | 22.2 | 2.9 | 6.9 | -3.0 | -22.9 | 73.3 | 48.5 | -34.6 | 215.2 | -36.5 | 18.2 | -73.3 | 292.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/14/1999
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