Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WINDX (WILSHIRE 5000 INDEX FUND INSTITUTIONAL CLASS) | 11.37% | 27.97% | 21.69% | 10.33% | 12.67% | 12.43% | 9.86% | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WINDX (WILSHIRE 5000 INDEX FUND INSTITUTIONAL CLASS) | 08/03/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 27.97 | 21.69 | 10.33 | 12.67 | 12.43 | 9.86 | … | … | 11.37 | 16.59 | 22.89 | 25.26 | -21.84 | 18.10 | 11.13 | 30.08 | -5.39 | 20.66 | 12.82 | 0.36 | 12.60 | 32.48 | 15.54 | 0.44 | 16.71 | 27.11 | -36.95 | 4.97 | 14.66 | 5.83 | 11.57 | 31.41 | -19.95 | -11.26 | -9.20 |
| Sharpe Ratio | NA | 2.18 | 1.27 | 0.45 | 0.60 | NA | NA | … | … | 1.96 | 0.73 | 1.51 | 1.63 | -0.95 | 1.19 | 0.30 | 2.29 | -0.41 | 2.92 | 0.94 | 0.02 | 1.10 | 2.88 | 1.20 | 0.02 | 0.90 | 0.97 | -0.94 | 0.11 | 1.07 | 0.34 | 0.92 | 1.86 | -0.85 | -0.63 | -1.13 |
| Standard Deviation(%) | NA | 12.08 | 14.99 | 17.44 | 18.54 | NA | NA | … | … | 13.72 | 18.85 | 12.78 | 13.37 | 24.58 | 15.20 | 35.58 | 12.49 | 16.77 | 6.88 | 13.39 | 15.20 | 11.45 | 11.26 | 12.99 | 24.34 | 18.50 | 27.72 | 40.30 | 15.99 | 10.56 | 10.63 | 11.50 | 16.46 | 24.85 | 21.93 | 22.45 |
| Draw Down(%) | NA | 8.88 | 19.33 | 28.76 | 34.61 | NA | NA | … | … | 8.88 | 19.33 | 8.49 | 10.60 | 24.81 | 9.76 | 34.61 | 6.87 | 19.83 | 2.73 | 10.97 | 11.83 | 7.43 | 5.67 | 10.01 | 20.18 | 15.96 | 27.30 | 48.03 | 10.12 | 8.49 | 6.94 | 8.41 | 12.32 | 31.78 | 29.53 | 18.85 |
| Yield(%) | 0.00 | 9.66 | 6.84 | 4.05 | 6.25 | 7.47 | 6.23 | … | … | 0.00 | 9.82 | 3.60 | 4.30 | 1.02 | 1.14 | 1.44 | 6.57 | 5.56 | 9.98 | 6.94 | 1.60 | 1.59 | 1.81 | 1.84 | 1.51 | 1.68 | 1.91 | 1.21 | 1.77 | 1.24 | 1.00 | 1.44 | 1.71 | 2.10 | 0.69 | 1.68 |
Data as of 06/04/2026, Common starting date is 08/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINDX (WILSHIRE 5000 INDEX FUND INSTITUTIONAL CLASS) |
-15.48%
Feb 2006 – Feb 2009 |
-6.58%
Feb 2004 – Feb 2009 |
0.04%
Sep 2000 – Sep 2010 |
4.09%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WINDX (WILSHIRE 5000 INDEX FUND INSTITUTIONAL CLASS) |
25.58%
Feb 2009 – Feb 2012 |
23.00%
Feb 2009 – Feb 2014 |
16.28%
Feb 2009 – Feb 2019 |
14.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart