Here you can find all mutual funds issued by Wilshire Mutual Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Wilshire Mutual Funds
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | Sep 30, 1992 | 1.30% | 16.03% | 11.48% | 0.08% | ||||||||
Wilshire Large Company Value Portfolio | Large Cap Value Equities | Sep 30, 1992 | 1.30% | 9.00% | 7.53% | 2.55% | ||||||||
Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | Oct 1, 1992 | 1.35% | 2.09% | 6.33% | 0.00% | ||||||||
Wilshire Small Company Value Portfolio | Small Cap Blend Equities | Sep 30, 1992 | 1.35% | 3.32% | 6.38% | 3.80% | ||||||||
Wilshire 5000 Index Portfolio | Large Cap Blend Equities | Feb 1, 1999 | 0.54% | 10.69% | 11.47% | 3.01% | ||||||||
Wilshire Income Opportunities Fund | Multisector Bonds | Mar 29, 2016 | 1.15% | 0.28% | — | 2.92% | ||||||||
Wilshire International Equity Fund | Foreign Large Cap Equities | Nov 16, 2007 | 1.50% | 9.59% | 5.70% | 2.75% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading data...
5 Years