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
Expense Ratio
WFIVX has an expense ratio of 0.54%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wilshire 5000 Index Portfolio (WFIVX) returned -3.88% year-to-date (YTD) and 6.36% over the past 12 months. Over the past 10 years, WFIVX returned 6.78% annually, underperforming the S&P 500 benchmark at 10.45%.
WFIVX
-3.88%
4.10%
-7.67%
6.36%
9.65%
6.78%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.06% | -1.96% | -5.90% | -0.71% | 1.81% | -3.88% | |||||||
| 2024 | 0.99% | 5.31% | 3.12% | -4.32% | 4.59% | 3.09% | 1.68% | 2.12% | 1.99% | -0.82% | 6.42% | -4.86% | 20.30% |
| 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% | 11.61% | -3.60% | 10.78% |
| 2019 | 8.45% | 3.32% | 1.35% | 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% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WFIVX is 46, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Wilshire 5000 Index Portfolio provided a 0.83% dividend yield over the last twelve months, with an annual payout of $0.26 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.26 | $0.26 | $0.28 | $0.25 | $0.22 | $0.26 | $0.30 | $0.30 | $0.27 | $0.39 | $0.25 | $0.22 |
Dividend yield | 0.83% | 0.80% | 1.02% | 1.11% | 0.76% | 1.04% | 1.31% | 1.59% | 1.31% | 2.06% | 1.38% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $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 |
| 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 | $0.22 | $0.22 |
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.
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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 9.36%.
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 | 233 | Oct 12, 2022 | 418 | Jun 12, 2024 | 651 |
| -23.06% | Sep 21, 2018 | 65 | Dec 24, 2018 | 212 | Oct 28, 2019 | 277 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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