Wilshire Income Opportunities Fund (WIORX) Alternatives
Wilshire Income Opportunities Fund (WIORX) belongs to the Multisector Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WIORX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WIORX
WIORX charges 1.15% annually. Among mutual funds in the Multisector Bonds category, these options have the lowest expense ratios among WIORX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Doubleline Selective Credit Fund | 0.05% | Aug 3, 2014 | WIORX vs DBSCX | |
| Vanguard Multi-Sector Income Bond Fund Admiral Sha... | 0.30% | Oct 12, 2021 | WIORX vs VMSAX | |
| JPMorgan Income Fund | 0.40% | Jun 1, 2014 | WIORX vs JMSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | 0.40% | Jul 28, 2016 | WIORX vs BWDTX | |
| Mercer Opportunistic Fixed Income Fund | 0.44% | Aug 20, 2013 | WIORX vs MOFIX |
Best Risk-Adjusted Alternatives to WIORX
Among mutual funds in the Multisector Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Nationwide Amundi Strategic Income Fund | 99 | Nov 1, 2015 | WIORX vs NWXHX | |
| CrossingBridge Low Duration High Yield Fund | 98 | Jan 30, 2018 | WIORX vs CBLDX | |
| Nationwide Strategic Income A | 98 | Nov 2, 2015 | WIORX vs NWXEX | |
| Easterly Income Opportunities Fund | 98 | Aug 20, 2018 | WIORX vs JSVIX | |
| Doubleline Selective Credit Fund | 98 | Aug 3, 2014 | WIORX vs DBSCX |
Top Performing WIORX Alternatives (YTD)
WIORX alternatives from the Multisector Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Conquer Risk Managed Volatility Fund | 1.11% | Jun 30, 2020 | WIORX vs CRMVX | |
| Rational Special Situations Income Fund | 1.01% | Jul 16, 2019 | WIORX vs RFXIX | |
| Doubleline Selective Credit Fund | 0.84% | Aug 3, 2014 | WIORX vs DBSCX | |
| Nationwide Amundi Strategic Income Fund | 0.76% | Nov 1, 2015 | WIORX vs NWXHX | |
| Axonic Strategic Income Fund | 0.69% | Dec 29, 2019 | WIORX vs AXSIX |
Lowest Volatility Alternatives to WIORX
WIORX alternatives from the Multisector Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | 1.45% | Jan 30, 2018 | WIORX vs CBLDX | |
| Rational Special Situations Income Fund | 1.56% | Jul 16, 2019 | WIORX vs RFXIX | |
| Muzinich Low Duration Fund | 1.57% | Jun 29, 2016 | WIORX vs MZLSX | |
| Nationwide Strategic Income A | 1.60% | Nov 2, 2015 | WIORX vs NWXEX | |
| Nationwide Amundi Strategic Income Fund | 1.62% | Nov 1, 2015 | WIORX vs NWXHX |
Lowest Drawdown Alternatives to WIORX
WIORX alternatives from the Multisector Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | -0.93% | Jan 30, 2018 | WIORX vs CBLDX | |
| Rational Special Situations Income Fund | -0.94% | Jul 16, 2019 | WIORX vs RFXIX | |
| Nationwide Strategic Income A | -1.20% | Nov 2, 2015 | WIORX vs NWXEX | |
| Axonic Strategic Income Fund | -1.22% | Dec 29, 2019 | WIORX vs AXSIX | |
| Boyd Watterson Limited Duration Enhanced Income Fu... | -1.22% | Jul 28, 2016 | WIORX vs BWDTX |
Other Mutual Funds from Wilshire Mutual Funds
Most popular Wilshire Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wilshire 5000 Index Portfolio | Large Cap Blend Equities | 43 | -6.78% | Feb 1, 1999 | WIORX vs WFIVX | |
| Wilshire Small Company Growth Portfolio | Small Cap Growth Equities | 23 | -6.45% | Oct 1, 1992 | WIORX vs DTSGX | |
| Wilshire Large Company Growth Portfolio | Large Cap Growth Equities | 31 | -13.65% | Sep 30, 1992 | WIORX vs DTLGX | |
| Wilshire International Equity Fund | Foreign Large Cap Equities | 79 | -0.50% | Nov 16, 2007 | WIORX vs WLCTX | |
| Wilshire Large Company Value Portfolio | Large Cap Value Equities | 38 | -1.98% | Sep 30, 1992 | WIORX vs DTLVX | |
| Wilshire Small Company Value Portfolio | Small Cap Blend Equities | 58 | 2.33% | Sep 30, 1992 | WIORX vs DTSVX |
Compare WIORX with Any Fund or Stock
Compare WIORX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.