- ISIN
- US9718978557
- CUSIP
- 971897855
- Issuer
- Wilshire Mutual Funds
- Inception Date
- Feb 1, 1999
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
WFIVX Performance Chart
Wilshire 5000 Index Portfolio (WFIVX) is up 10.2% since the beginning of the year. WFIVX is currently trading at $39 per share. Investors who bought $1,000 worth of WFIVX shares 5 years ago would now be looking at an investment worth $1,794.
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Returns By Period
Wilshire 5000 Index Portfolio (WFIVX) has returned 10.24% so far this year and 26.45% over the past 12 months. Over the last decade, WFIVX has posted an annualized return of 14.01%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Wilshire 5000 Index Portfolio
- 1D
- 1.13%
- 1M
- 0.76%
- YTD
- 10.24%
- 6M
- 9.47%
- 1Y
- 26.45%
- 3Y*
- 19.73%
- 5Y*
- 12.40%
- 10Y*
- 14.01%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
WFIVX Monthly Returns History
Based on dividend-adjusted daily data since Jan 29, 1999, WFIVX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +13.0%, while the worst month was Oct 2008 at -17.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, WFIVX closed higher 52% of trading days. The best single day was May 14, 1999 with a return of +16.6%, while the worst single day was May 17, 1999 at -16.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.55% | -0.51% | -5.01% | 10.20% | 4.98% | -0.70% | 10.24% | ||||||
| 2025 | 3.06% | -1.96% | -5.90% | -0.71% | 6.25% | 5.03% | 2.23% | 2.24% | 3.39% | 2.09% | 0.21% | -0.14% | 16.31% |
| 2024 | 0.99% | 5.31% | 3.12% | -4.32% | 4.59% | 3.09% | 1.68% | 2.12% | 1.99% | -0.82% | 6.42% | -3.06% | 22.59% |
| 2023 | 6.66% | -2.36% | 2.54% | 0.99% | 0.37% | 6.72% | 3.51% | -1.99% | -4.70% | -2.61% | 9.16% | 5.25% | 24.97% |
| 2022 | -5.61% | -2.41% | 3.18% | -9.02% | -0.20% | -8.20% | 9.36% | -3.81% | -9.27% | 8.14% | 5.16% | -5.77% | -18.97% |
| 2021 | -0.44% | 3.00% | 3.61% | 5.13% | 0.36% | 2.38% | 1.70% | 2.83% | -4.44% | 6.66% | -1.14% | 3.79% | 25.51% |
Benchmark Metrics
Wilshire 5000 Index Portfolio has an annualized alpha of 1.25%, beta of 0.99, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since January 29, 1999.
- This fund captured 104.60% of S&P 500 Index gains but only 99.22% of its losses - a favorable profile for investors.
- With beta of 0.99 and R2 of 0.93, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.25%
- Beta
- 0.99
- R²
- 0.93
- Upside Capture
- 104.60%
- Downside Capture
- 99.22%
Expense Ratio
WFIVX has an expense ratio of 0.56%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WFIVX ranks 61 for risk / return — better than 61% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WFIVX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.04 | ||
| Sortino ratioReturn per unit of downside risk | +0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.37 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 2.78 | +0.17 |
| Martin ratioReturn relative to average drawdown | 13.19 | 12.44 | +0.75 |
Dividends
Dividend History
Wilshire 5000 Index Portfolio provided a 8.13% dividend yield over the last twelve months, with an annual payout of $3.13 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $3.13 | $3.13 | $0.91 | $0.91 | $1.17 | $2.13 | $2.30 | $1.16 | $1.11 | $1.84 | $0.39 | $0.25 |
Dividend yield | 8.13% | 8.97% | 2.79% | 3.33% | 5.18% | 7.25% | 9.16% | 5.06% | 5.97% | 8.83% | 2.06% | 1.39% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.13 | $3.13 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $1.17 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.13 | $2.13 |
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 883 trading sessions.
The current Wilshire 5000 Index Portfolio drawdown is 1.18%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -55.43%Mar 2009 | 1y 5mo | 3y 6mo | 4y 11moOct 2007 - Sep 2012 |
Dot-com crash2000–2002 | -49.63%Oct 2002 | 2y 6mo | 4y 3mo | 6y 9moMar 2000 - Jan 2007 |
COVID crash2020 | -34.62%Mar 2020 | 1mo 2d | 4mo 22d | 5mo 24dFeb 2020 - Aug 2020 |
Bear market2022 | -24.93%Oct 2022 | 9mo 13d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
1999 bear market1999 | -21.63%Oct 1999 | 5mo 1d | 5mo 10d | 10mo 11dMay 1999 - Mar 2000 |
Drawdown Indicators
| WFIVX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.43% | -56.78% | +1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -9.10% | +0.21% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -18.90% | -0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -24.93% | -25.43% | +0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -34.62% | -33.92% | -0.70% |
Current DrawdownCurrent decline from peak | -1.18% | -1.80% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -11.62% | -10.71% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.99% | 2.03% | -0.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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