Wilshire 5000 Financials
| WFIVX Fund | USD 28.99 0.36 1.26% |
Wilshire |
Please note that past performance is not an indicator of the future performance of Wilshire 5000, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Wilshire 5000 Fund Summary
Wilshire 5000 competes with Small Company, Small Company, Wilshire Income, Wilshire Income, and Large Pany. The fund invests at least 80 percent of its assets in the equity securities of companies included in the index that are representative of the index. The managers may use enhanced stratified sampling techniques in an attempt to replicate the performance of the index. The fund normally holds stocks representing at least 90 percent of the total market value of the index.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9718978557 |
| Business Address | Wilshire Mutual Funds |
| Mutual Fund Family | Wilshire Mutual Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 866 591 1568 |
| Currency | USD - US Dollar |
Wilshire Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire 5000's current stock value. Our valuation model uses many indicators to compare Wilshire 5000 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire 5000 competition to find correlations between indicators driving Wilshire 5000's intrinsic value. More Info.Wilshire 5000 Index is presently regarded as number one fund in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wilshire 5000 Index is roughly 7.59 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Wilshire 5000 by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Wilshire 5000's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilshire 5000's earnings, one of the primary drivers of an investment's value.Wilshire 5000 Index Systematic Risk
Wilshire 5000's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wilshire 5000 volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Wilshire 5000 Index correlated with the market. If Beta is less than 0 Wilshire 5000 generally moves in the opposite direction as compared to the market. If Wilshire 5000 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wilshire 5000 Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wilshire 5000 is generally in the same direction as the market. If Beta > 1 Wilshire 5000 moves generally in the same direction as, but more than the movement of the benchmark.
Wilshire 5000 April 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wilshire 5000 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wilshire 5000 Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wilshire 5000 Index based on widely used predictive technical indicators. In general, we focus on analyzing Wilshire Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Wilshire 5000's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.7631 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.45 | |||
| Value At Risk | (1.23) | |||
| Potential Upside | 1.1 |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Wilshire 5000 Index. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.