WFIVX
Wilshire 5000 IxFd-Inv
$28.85
-0.14 (-0.48%)
Currency in USD / Last Updated: 4/25/2024
Category | Large Cap |
---|---|
Market Cap | 250.423M |
52 Week High | 30.06 |
52 Week Low | 23.044 |
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Key Data
Symbol | WFIVX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 28.85 |
Price Yesterday | 28.99 |
Market Cap | 250.42 |
YTD Return | 5.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.002 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0058 |
Overview
52 Week High | 30.06 |
---|---|
52 Week Low | 23.04 |
Market Cap | 250.42M |
Shares Outstanding | 8.68M |
Income Dividend Yield | 0.97% |
Long Term Dividend Yield | 2.17% |
Short Term Dividend Yield | 0.03% |
52 Week Yield (All) | 3.17% |
Returns Annualized
One Day | -70.51% |
---|---|
Five Days | 57.89% |
One Months | -31.29% |
Three Months | 13.37% |
Six Months | 47.35% |
Nine Months | 14.44% |
One Year | 24.75% |
Three Years | 6.21% |
Five Years | 12.18% |
Ten Years | 11.44% |
YTD | 17.52% |
Since Inception | 7.27% |
Returns Total
One Day | -0.48% |
---|---|
Five Days | 0.91% |
One Month | -3.22% |
Three Months | 3.18% |
Six Months | 21.18% |
Nine Months | 10.69% |
One Year | 24.72% |
Three Years | 19.77% |
Five Years | 77.49% |
Ten Years | 194.69% |
YTD | 5.25% |
Since Inception | 484.36% |
Yearly Returns
2024 | 5.25% |
---|---|
2023 | 24.93% |
2022 | -18.98% |
2021 | 25.58% |
2020 | 19.93% |
2019 | 29.74% |
2018 | -5.60% |
2017 | 20.20% |
2016 | 12.51% |
2015 | 0.08% |
Risk against SP-DA
Alpha | -1.51% |
---|---|
Beta | 1.01 |
Correlation | 99.59% |
Downside Deviation | 2.88% |
Coefficient of determination | 99.18% |
Standard Deviation | 3.46% |
Sharpe Ratio | -0.1 |
Sortino | -0.42 |
Treynor | 19.09 |
Ulcer Index | 3.15 |
Ulcer Performance Index | -0.38 |