WIORX
Wilshire Income Opportunities-Inv
$8.71
0.00 (0.00%)
Currency in USD / Last Updated: 4/22/2024
Category | Unconstrained Bond |
---|---|
Market Cap | 195.901M |
52 Week High | 8.895 |
52 Week Low | 8.183 |
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Key Data
Symbol | WIORX |
---|---|
Type | Mutual Fund |
Category | Unconstrained Bond |
Price | 8.71 |
Price Yesterday | 8.71 |
Market Cap | 195.90 |
YTD Return | -1.65% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0116 |
Overview
52 Week High | 8.90 |
---|---|
52 Week Low | 8.18 |
Market Cap | 195.90M |
Shares Outstanding | 22.49M |
Income Dividend Yield | 2.98% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.98% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -5.62% |
One Months | -20.06% |
Three Months | -3.86% |
Six Months | 12.89% |
Nine Months | 2.46% |
One Year | 2.41% |
Three Years | -2.40% |
Five Years | 0.27% |
Ten Years | -999 |
YTD | -5.30% |
Since Inception | 1.80% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.11% |
One Month | -1.76% |
Three Months | -0.98% |
Six Months | 6.19% |
Nine Months | 1.84% |
One Year | 2.40% |
Three Years | -7.01% |
Five Years | 1.36% |
Ten Years | -999 |
YTD | -1.65% |
Since Inception | 15.43% |
Yearly Returns
2024 | -1.65% |
---|---|
2023 | 6.34% |
2022 | -11.18% |
2021 | 0.41% |
2020 | 3.59% |
2019 | 9.57% |
2018 | -0.64% |
2017 | 5.60% |
2016 | 3.91% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -7.90% |
---|---|
Beta | 0.28 |
Correlation | 69.52% |
Downside Deviation | 1.18% |
Coefficient of determination | 48.33% |
Standard Deviation | 1.35% |
Sharpe Ratio | -4.44 |
Sortino | -17.66 |
Treynor | -10.86 |
Ulcer Index | 1.71 |
Ulcer Performance Index | -12.19 |