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Wilshire 5000 Index Invmt (WFIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.63-0.02 (-0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.17%
5-year average return13.06%
Number of years up18
Number of years down6
Best 1-yr total return (6 May 2024)32.10%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return32.10%
Worst 3-yr total return6.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWFIVXCategory
YTD4.93%14.84%
1-month-4.32%1.65%
3-month3.90%7.55%
1-year21.54%40.47%
3-year6.09%16.77%
5-year11.95%16.15%
10-year11.26%13.21%
Last bull market25.95%24.09%
Last bear market-16.64%-17.61%

Annual total return (%) history

Year
WFIVXCategory
2024
N/AN/A
2023
24.92%N/A
2022
-18.98%N/A
2021
25.59%N/A
2020
19.93%15.83%
2019
29.74%28.78%
2018
-5.60%-6.27%
2017
20.20%20.44%
2016
12.51%10.37%
2015
0.08%-1.07%
2014
12.38%10.96%
2013
32.10%31.50%
2012
15.36%14.96%
2011
0.21%-1.27%
2010
16.44%14.01%
2009
26.98%28.17%
2008
-37.11%-37.79%
2007
4.75%6.16%
2006
14.46%14.17%
2005
5.63%5.88%
2004
11.17%10.02%
2003
29.62%27.05%
2002
-21.32%-22.25%
2001
-11.49%-13.50%
2000
-11.07%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.67%N/AN/AN/A
20236.79%8.18%-3.32%11.85%
2022-4.97%-16.64%-4.55%7.15%
20216.25%8.01%-0.07%9.51%
2020-20.37%21.41%8.80%14.01%
201913.56%3.79%1.19%8.78%
2018-0.86%3.58%6.97%-14.06%
20175.41%2.77%4.36%6.33%
20161.07%2.56%4.02%4.35%
20151.28%-0.11%-6.92%6.27%
20142.22%4.70%0.00%5.00%
201310.78%2.54%5.81%9.91%
201212.53%-3.33%5.97%0.07%
20115.97%-0.26%-15.15%11.74%
20105.93%-11.30%11.30%11.34%
2009-10.69%15.77%16.27%5.63%
2008-9.58%-1.96%-8.63%-22.36%
20071.25%5.67%1.40%-3.44%
20065.00%-2.16%4.14%6.98%
2005-2.38%2.13%3.78%2.08%
20042.40%1.17%-2.11%9.61%
2003-3.38%15.89%3.40%11.96%
20020.77%-12.77%-16.90%7.71%
2001-12.50%7.20%-15.91%12.21%
20003.31%-4.52%0.17%-10.00%
19997.16%-6.50%17.71%N/A

Rank in category (by total return)

YTD66
1-month56
3-month58
1-year53
3-year67
5-year57

Load adjusted returns

1-year21.54%
3-year6.09%
5-year11.95%
10-year11.26%