Wilshire 5000 Index Portfolio (WFIVX)
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. The fund invests at least 80% of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced stratified sampling techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90% of the total market value of the index.
Fund Info
US9718978557
971897855
Feb 1, 1999
$1,000
Large-Cap
Blend
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wilshire 5000 Index Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wilshire 5000 Index Portfolio had a return of 25.17% year-to-date (YTD) and 29.28% in the last 12 months. Over the past 10 years, Wilshire 5000 Index Portfolio had an annualized return of 7.89%, while the S&P 500 had an annualized return of 11.18%, indicating that Wilshire 5000 Index Portfolio did not perform as well as the benchmark.
WFIVX
25.17%
3.84%
13.42%
29.28%
9.29%
7.89%
^GSPC (Benchmark)
25.15%
2.74%
12.53%
30.93%
13.79%
11.18%
Monthly Returns
The table below presents the monthly returns of WFIVX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.99% | 5.31% | 3.12% | -4.32% | 4.59% | 3.09% | 1.68% | 2.12% | 1.99% | -0.82% | 25.17% | ||
| 2023 | 6.66% | -2.36% | 2.54% | 0.99% | 0.37% | 6.72% | 3.51% | -1.99% | -4.70% | -2.61% | 9.16% | 2.82% | 22.09% |
| 2022 | -5.61% | -2.41% | 3.18% | -9.02% | -0.20% | -8.20% | 9.36% | -3.81% | -9.27% | 8.14% | 5.16% | -9.28% | -22.00% |
| 2021 | -0.44% | 3.00% | 3.61% | 5.13% | 0.36% | 2.38% | 1.70% | 2.83% | -4.44% | 6.66% | -1.14% | -2.56% | 17.83% |
| 2020 | -0.09% | -8.16% | -13.21% | 12.98% | 5.09% | 2.26% | 5.55% | 7.14% | -3.79% | -2.11% | 11.60% | -3.60% | 10.78% |
| 2019 | 8.45% | 3.32% | 1.34% | 3.93% | -6.52% | 6.83% | 1.46% | -2.07% | 1.84% | 2.12% | 3.62% | -0.94% | 25.02% |
| 2018 | 5.18% | -3.70% | -2.13% | 0.34% | 2.61% | 0.61% | 3.41% | 3.30% | 0.13% | -7.08% | 1.88% | -12.84% | -9.36% |
| 2017 | 1.75% | 3.65% | -0.05% | 1.01% | 0.95% | 0.79% | 1.91% | 0.14% | 2.25% | 2.11% | 2.99% | -5.88% | 11.88% |
| 2016 | -5.46% | -0.06% | 6.96% | 0.56% | 1.72% | 0.27% | 3.85% | 0.16% | 0.00% | -2.04% | 4.43% | -1.86% | 8.25% |
| 2015 | -3.05% | 5.67% | -1.14% | 0.55% | 1.20% | -1.83% | 1.70% | -5.94% | -2.70% | 8.02% | 0.38% | -2.00% | 0.07% |
| 2014 | -2.90% | 4.57% | 0.67% | 0.24% | 2.11% | 2.30% | -1.90% | 4.05% | -2.03% | 2.65% | 2.47% | -0.18% | 12.38% |
| 2013 | 5.31% | 1.30% | 3.85% | 1.67% | 2.21% | -1.33% | 5.38% | -2.96% | 3.46% | 4.28% | 2.82% | 2.50% | 32.11% |
Expense Ratio
WFIVX features an expense ratio of 0.54%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of WFIVX is 75, placing it in the top 25% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wilshire 5000 Index Portfolio provided a 0.82% dividend yield over the last twelve months, with an annual payout of $0.28 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.28 | $0.28 | $0.25 | $0.22 | $0.26 | $0.30 | $0.30 | $0.27 | $0.39 | $0.25 | $0.22 | $0.20 |
Dividend yield | 0.82% | 1.02% | 1.11% | 0.76% | 1.04% | 1.31% | 1.59% | 1.31% | 2.06% | 1.38% | 1.23% | 1.23% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire 5000 Index Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.26 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.34 | $0.39 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2013 | $0.20 | $0.20 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Wilshire 5000 Index Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wilshire 5000 Index Portfolio was 55.43%, occurring on Mar 9, 2009. Recovery took 882 trading sessions.
The current Wilshire 5000 Index Portfolio drawdown is 0.35%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.43% | Oct 10, 2007 | 354 | Mar 9, 2009 | 882 | Sep 6, 2012 | 1236 |
| -49.63% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1052 | Dec 14, 2006 | 1686 |
| -34.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -28.86% | Nov 9, 2021 | 235 | Oct 14, 2022 | 416 | Jun 12, 2024 | 651 |
| -23.06% | Sep 21, 2018 | 65 | Dec 24, 2018 | 212 | Oct 28, 2019 | 277 |
Volatility
Volatility Chart
The current Wilshire 5000 Index Portfolio volatility is 4.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.