Wilshire Income Opportunities Fund (WIORX)
The investment seeks to maximize current income; long-term capital appreciation is a secondary objective. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income fund's 80% policy.
Fund Info
US9718977724
971897772
Mar 29, 2016
$2,500
Expense Ratio
WIORX has a high expense ratio of 1.15%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wilshire Income Opportunities Fund, 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 Income Opportunities Fund had a return of 1.01% year-to-date (YTD) and 5.25% in the last 12 months.
WIORX
1.01%
0.79%
0.17%
5.25%
-0.04%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WIORX, 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 | 0.79% | 1.01% | |||||||||||
| 2024 | -0.00% | -0.45% | 0.73% | -1.91% | 1.49% | 0.78% | 2.04% | 1.55% | 1.35% | -1.96% | 0.78% | -0.86% | 3.49% |
| 2023 | 2.77% | -2.13% | 1.67% | 0.57% | -0.91% | -0.02% | 0.69% | -0.69% | -1.82% | -1.30% | 4.07% | 3.49% | 6.34% |
| 2022 | -1.69% | -1.21% | -1.68% | -2.82% | -0.21% | -3.04% | 2.35% | -1.42% | -4.00% | -0.23% | 2.68% | -0.30% | -11.18% |
| 2021 | 0.19% | -0.19% | -0.46% | 0.78% | 0.48% | 0.06% | 0.29% | 0.29% | -0.60% | -0.29% | -0.78% | -0.26% | -0.50% |
| 2020 | 1.15% | 0.09% | -9.33% | 2.43% | 2.47% | 1.50% | 2.20% | 0.68% | -0.11% | 0.10% | 1.86% | 0.70% | 3.22% |
| 2019 | 2.43% | 0.49% | 1.18% | 0.58% | 0.87% | 1.66% | 0.29% | 0.67% | -0.05% | 0.38% | 0.10% | 0.60% | 9.57% |
| 2018 | -0.19% | -0.49% | 0.49% | -0.29% | 0.29% | 0.10% | 0.59% | 0.00% | 0.10% | -0.87% | -0.10% | -0.26% | -0.65% |
| 2017 | 0.59% | 0.78% | 0.19% | 0.78% | 0.96% | 0.19% | 0.29% | 1.23% | -0.19% | 0.19% | 0.09% | -0.01% | 5.22% |
| 2016 | 0.20% | 1.30% | 0.39% | 1.37% | 1.45% | 0.29% | 0.19% | -0.28% | -1.43% | -0.33% | 3.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WIORX is 65, 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 Income Opportunities Fund (WIORX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wilshire Income Opportunities Fund provided a 4.34% dividend yield over the last twelve months, with an annual payout of $0.39 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.39 | $0.39 | $0.25 | $0.30 | $0.26 | $0.36 | $0.39 | $0.30 | $0.42 | $0.18 |
Dividend yield | 4.34% | 4.39% | 2.78% | 3.41% | 2.58% | 3.43% | 3.75% | 3.06% | 4.09% | 1.73% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire Income Opportunities Fund. 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.39 |
| 2023 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.04 | $0.25 |
| 2022 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.11 | $0.30 |
| 2021 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.04 | $0.26 |
| 2020 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.36 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.39 |
| 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 | $0.42 | $0.42 |
| 2016 | $0.18 | $0.18 |
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 Income Opportunities Fund. 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 Income Opportunities Fund was 15.78%, occurring on Oct 20, 2022. The portfolio has not yet recovered.
The current Wilshire Income Opportunities Fund drawdown is 3.24%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.78% | Sep 7, 2021 | 284 | Oct 20, 2022 | — | — | — |
| -13.06% | Mar 6, 2020 | 14 | Mar 25, 2020 | 165 | Nov 17, 2020 | 179 |
| -2.94% | Sep 30, 2016 | 54 | Dec 15, 2016 | 81 | Apr 13, 2017 | 135 |
| -1.84% | Aug 28, 2018 | 81 | Dec 21, 2018 | 13 | Jan 11, 2019 | 94 |
| -1.34% | Feb 12, 2021 | 16 | Mar 8, 2021 | 57 | May 27, 2021 | 73 |
Volatility
Volatility Chart
The current Wilshire Income Opportunities Fund volatility is 0.92%, 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.