WIOPX
Wilshire Income Opportunities-Inst
$8.85
0.00 (0.00%)
Currency in USD / Last Updated: 3/27/2024
Category | Unconstrained Bond |
---|---|
Market Cap | 200.09M |
52 Week High | 8.89 |
52 Week Low | 8.164 |
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Key Data
Symbol | WIOPX |
---|---|
Type | Mutual Fund |
Category | Unconstrained Bond |
Price | 8.85 |
Price Yesterday | 8.85 |
Market Cap | 200.09 |
YTD Return | 0.11% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.0091 |
Overview
52 Week High | 8.89 |
---|---|
52 Week Low | 8.16 |
Market Cap | 200.09M |
Shares Outstanding | 22.61M |
Income Dividend Yield | 3.36% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.36% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 12.09% |
One Months | 10.01% |
Three Months | 0.00% |
Six Months | 13.99% |
Nine Months | 6.10% |
One Year | 5.02% |
Three Years | -1.37% |
Five Years | 0.95% |
Ten Years | -999 |
YTD | 0.48% |
Since Inception | 2.28% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.23% |
One Month | 0.80% |
Three Months | 0.00% |
Six Months | 6.70% |
Nine Months | 4.54% |
One Year | 5.02% |
Three Years | -4.03% |
Five Years | 4.81% |
Ten Years | -999 |
YTD | 0.11% |
Since Inception | 19.69% |
Yearly Returns
2024 | 0.11% |
---|---|
2023 | 6.61% |
2022 | -10.91% |
2021 | 0.63% |
2020 | 3.77% |
2019 | 10.17% |
2018 | -0.43% |
2017 | 5.85% |
2016 | 3.81% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -8.29% |
---|---|
Beta | 0.28 |
Correlation | 71.40% |
Downside Deviation | 1.19% |
Coefficient of determination | 50.98% |
Standard Deviation | 1.31% |
Sharpe Ratio | -6.39 |
Sortino | -24.36 |
Treynor | -0.87 |
Ulcer Index | 1.64 |
Ulcer Performance Index | -17.69 |