Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WFIVX (WILSHIRE 5000 INDEX FUND INVESTMENT CLASS) | 5.90% | 11.78% | 14.71% | 10.17% | 9.94% | 12.21% | 8.65% | 6.70% |
Data as of 07/02/2025, AR inception is 04/14/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WFIVX (WILSHIRE 5000 INDEX FUND INVESTMENT CLASS) | 04/14/1999 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 2.39 | 11.78 | 14.71 | 10.17 | 9.94 | 12.21 | 8.65 | 6.70 | 5.90 | 20.30 | 22.09 | -22.00 | 17.83 | 10.78 | 29.74 | -5.60 | 20.20 | 12.51 | 0.08 | 12.38 | 32.11 | 15.36 | 0.21 | 16.44 | 26.99 | -37.11 | 4.75 | 14.46 | 5.63 | 11.16 | 29.62 | -21.32 | -11.50 | -11.00 | 13.90 |
| Sharpe Ratio | NA | 0.39 | 0.59 | 0.48 | 0.44 | NA | NA | 0.26 | 0.29 | 1.05 | 1.35 | -0.95 | 1.17 | 0.30 | 2.26 | -0.41 | 2.86 | 0.92 | 0.00 | 1.08 | 2.87 | 1.19 | 0.01 | 0.88 | 0.97 | -0.94 | 0.11 | 1.06 | 0.33 | 0.88 | 1.77 | -0.90 | -0.64 | -0.63 | 0.51 |
| Standard Deviation(%) | NA | 20.13 | 17.57 | 18.36 | 18.88 | NA | NA | 20.20 | 24.62 | 13.04 | 13.30 | 24.61 | 15.21 | 35.57 | 12.52 | 16.75 | 6.88 | 13.31 | 15.18 | 11.40 | 11.18 | 12.93 | 24.33 | 18.51 | 27.76 | 40.37 | 15.93 | 10.56 | 10.58 | 11.56 | 16.36 | 25.04 | 22.02 | 23.83 | 31.98 |
| Draw Down(%) | NA | 20.52 | 20.52 | 28.86 | 34.62 | NA | NA | 55.42 | 19.36 | 8.51 | 10.66 | 24.93 | 9.76 | 34.62 | 6.92 | 19.85 | 2.78 | 10.97 | 11.89 | 7.43 | 5.67 | 10.01 | 20.27 | 15.96 | 27.26 | 48.23 | 10.14 | 8.52 | 6.95 | 8.53 | 13.35 | 32.55 | 29.71 | 20.69 | 21.63 |
| Yield(%) | 0.00 | 0.84 | 1.12 | 1.14 | 3.70 | 5.71 | 4.06 | 3.23 | 0.00 | 0.96 | 1.24 | 0.85 | 0.90 | 1.13 | 6.23 | 5.29 | 9.67 | 6.57 | 1.37 | 1.37 | 1.57 | 1.59 | 1.29 | 1.43 | 1.66 | 1.10 | 1.46 | 0.94 | 0.68 | 1.14 | 0.45 | 0.57 | 0.44 | 1.41 | 0.40 |
Data as of 07/02/2025, AR inception is 04/14/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIVX (WILSHIRE 5000 INDEX FUND INVESTMENT CLASS) |
-16.64%
Mar 2000 - Mar 2003 |
-6.75%
Feb 2004 - Feb 2009 |
-2.12%
Jun 1999 - Jun 2009 |
3.53%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WFIVX (WILSHIRE 5000 INDEX FUND INVESTMENT CLASS) |
25.24%
Feb 2009 - Feb 2012 |
22.71%
Feb 2009 - Feb 2014 |
15.99%
Feb 2009 - Feb 2019 |
13.57%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart