WINDX
Wilshire 5000 IxFd-Inst
$28.43
-0.21 (-0.73%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap |
---|---|
Market Cap | 246.352M |
52 Week High | 30.11 |
52 Week Low | 23.027 |
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Key Data
Symbol | WINDX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 28.43 |
Price Yesterday | 28.64 |
Market Cap | 246.35 |
YTD Return | 3.65% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.0036 |
Overview
52 Week High | 30.11 |
---|---|
52 Week Low | 23.03 |
Market Cap | 246.35M |
Shares Outstanding | 8.67M |
Income Dividend Yield | 1.19% |
Long Term Dividend Yield | 2.20% |
Short Term Dividend Yield | 0.03% |
52 Week Yield (All) | 3.42% |
Returns Annualized
One Day | -84.38% |
---|---|
Five Days | -78.14% |
One Months | -37.02% |
Three Months | 11.14% |
Six Months | 36.48% |
Nine Months | 12.04% |
One Year | 20.36% |
Three Years | 6.05% |
Five Years | 12.25% |
Ten Years | 11.52% |
YTD | 12.62% |
Since Inception | 7.18% |
Returns Total
One Day | -0.73% |
---|---|
Five Days | -2.97% |
One Month | -3.95% |
Three Months | 2.67% |
Six Months | 16.66% |
Nine Months | 8.94% |
One Year | 20.34% |
Three Years | 19.25% |
Five Years | 78.02% |
Ten Years | 196.92% |
YTD | 3.65% |
Since Inception | 415.60% |
Yearly Returns
2024 | 3.65% |
---|---|
2023 | 25.21% |
2022 | -18.82% |
2021 | 25.85% |
2020 | 20.28% |
2019 | 30.07% |
2018 | -5.32% |
2017 | 20.57% |
2016 | 12.82% |
2015 | 0.36% |
Risk against SP-DA
Alpha | -1.33% |
---|---|
Beta | 1.01 |
Correlation | 99.65% |
Downside Deviation | 2.83% |
Coefficient of determination | 99.29% |
Standard Deviation | 3.47% |
Sharpe Ratio | -0.09 |
Sortino | -0.39 |
Treynor | 14.78 |
Ulcer Index | 3.1 |
Ulcer Performance Index | -0.36 |