Wilshire Income Opportunities Fund (WIORX)

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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.

Wilshire Income Opportunities Fund (WIORX) has returned -0.88% so far this year and 4.13% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2017, WIORX's average daily return is +0.01%, while the average monthly return is +0.21%. At this rate, your investment would double in approximately 27.5 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2023 with a return of +4.1%, while the worst month was Mar 2020 at -9.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, WIORX closed higher 40% of trading days. The best single day was Nov 30, 2022 with a return of +2.7%, while the worst single day was Mar 18, 2020 at -2.4%.

Wilshire Income Opportunities Fund has an annualized alpha of 1.80%, beta of 0.05, and R² of 0.06 versus S&P 500 Index. Calculated based on daily prices since January 04, 2017.

• This fund participated in 27.12% of S&P 500 Index downside but only 18.53% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.05 may look defensive, but with R² of 0.06 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.06 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

WIORX has a high expense ratio of 1.15%, indicating above-average management fees.

WIORX ranks 74 for risk / return — better than 74% 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.

The table below present risk-adjusted performance metrics for Wilshire Income Opportunities Fund (WIORX) and compare them to a chosen benchmark (S&P 500 Index).

Wilshire Income Opportunities Fund provided a 3.31% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 15.02%, occurring on Oct 20, 2022. Recovery took 668 trading sessions.

The current Wilshire Income Opportunities Fund drawdown is 2.38%.

The chart below shows the rolling one-month volatility.