Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIORX (Wilshire Income Opport Fund Investment C) | -0.77% | 3.20% | 4.72% | 0.66% | 2.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIORX (Wilshire Income Opport Fund Investment C) | 03/31/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.20 | 4.72 | 0.66 | 2.36 | NA | NA | … | … | -0.77 | 3.74 | 3.49 | 6.34 | -11.18 | 0.42 | 3.60 | 9.57 | -0.65 | 5.60 | 3.70 |
| Sharpe Ratio | NA | 0.37 | 0.46 | -0.43 | 0.21 | NA | NA | … | … | -1.20 | 0.26 | -0.03 | 0.56 | -2.14 | 0.24 | 0.60 | 4.21 | -1.22 | 2.61 | 2.08 |
| Standard Deviation(%) | NA | 3.03 | 3.73 | 4.21 | 3.66 | NA | NA | … | … | 3.65 | 3.43 | 3.73 | 4.85 | 5.92 | 1.66 | 5.55 | 1.92 | 1.67 | 1.90 | 2.26 |
| Draw Down(%) | NA | 3.25 | 4.66 | 15.00 | 15.00 | NA | NA | … | … | 3.25 | 2.00 | 2.58 | 5.14 | 14.05 | 1.76 | 13.06 | 0.95 | 1.84 | 0.85 | 2.23 |
| Yield(%) | 0.00 | 3.29 | 3.66 | 3.10 | 3.41 | 2.32 | 1.74 | … | … | 0.00 | 4.58 | 4.36 | 2.87 | 2.93 | 3.40 | 3.77 | 3.96 | 2.95 | 4.51 | 2.50 |
Data as of 06/04/2026, Common starting date is 03/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIORX (Wilshire Income Opport Fund Investment C) |
-3.22%
Oct 2020 – Oct 2023 |
-0.26%
Oct 2017 – Oct 2022 |
2.42%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIORX (Wilshire Income Opport Fund Investment C) |
6.26%
Oct 2022 – Oct 2025 |
4.13%
Apr 2016 – Apr 2021 |
2.43%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart