WFIVX vs. ^NDX
Compare and contrast key facts about Wilshire 5000 Index Portfolio (WFIVX) and NASDAQ 100 (^NDX).
WFIVX is managed by Wilshire Mutual Funds. It was launched on Feb 1, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFIVX or ^NDX.
Correlation
The correlation between WFIVX and ^NDX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WFIVX vs. ^NDX - Performance Comparison
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Key characteristics
WFIVX:
10.42%
^NDX:
25.24%
WFIVX:
-0.80%
^NDX:
-82.90%
WFIVX:
-0.06%
^NDX:
-9.53%
Returns By Period
WFIVX
N/A
N/A
N/A
N/A
N/A
N/A
^NDX
-4.52%
7.34%
-5.00%
10.46%
17.17%
16.19%
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Risk-Adjusted Performance
WFIVX vs. ^NDX — Risk-Adjusted Performance Rank
WFIVX
^NDX
WFIVX vs. ^NDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire 5000 Index Portfolio (WFIVX) and NASDAQ 100 (^NDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Drawdowns
WFIVX vs. ^NDX - Drawdown Comparison
The maximum WFIVX drawdown since its inception was -0.80%, smaller than the maximum ^NDX drawdown of -82.90%. Use the drawdown chart below to compare losses from any high point for WFIVX and ^NDX. For additional features, visit the drawdowns tool.
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Volatility
WFIVX vs. ^NDX - Volatility Comparison
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