Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
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.
Loading graphics...
Returns By Period
Wilshire 5000 Index Portfolio (WFIVX) has returned -6.78% so far this year and 14.04% over the past 12 months. Over the last decade, WFIVX has posted an annualized return of 12.25%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
Wilshire 5000 Index Portfolio
- 1D
- -0.46%
- 1M
- -7.73%
- YTD
- -6.78%
- 6M
- -4.76%
- 1Y
- 14.04%
- 3Y*
- 15.86%
- 5Y*
- 9.72%
- 10Y*
- 12.25%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 29, 1999, WFIVX's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 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% | -7.73% | -6.78% | |||||||||
| 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 1.30%, beta of 0.99, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since February 01, 1999.
- This fund captured 104.99% of S&P 500 Index gains but only 99.29% 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
- 1.30%
- Beta
- 0.99
- R²
- 0.93
- Upside Capture
- 104.99%
- Downside Capture
- 99.29%
Expense Ratio
WFIVX has an expense ratio of 0.54%, placing it in the medium range.
Return for Risk
Risk / Return Rank
WFIVX ranks 39 for risk / return — below 39% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) and compare them to a chosen benchmark (S&P 500 Index).
| WFIVX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.90 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.39 | -0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.21 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.99 | 1.40 | -0.41 |
Martin ratioReturn relative to average drawdown | 4.80 | 6.61 | -1.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WFIVX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Wilshire 5000 Index Portfolio provided a 9.62% 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 | 9.62% | 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 | |||||||||
| 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.
Loading graphics...
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 8.89%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.43% | Oct 10, 2007 | 355 | Mar 9, 2009 | 883 | Sep 6, 2012 | 1238 |
| -49.63% | Mar 27, 2000 | 637 | Oct 9, 2002 | 1072 | Jan 12, 2007 | 1709 |
| -34.62% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
| -24.93% | Jan 4, 2022 | 197 | Oct 14, 2022 | 296 | Dec 19, 2023 | 493 |
| -21.63% | May 17, 1999 | 107 | Oct 15, 1999 | 110 | Mar 23, 2000 | 217 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...