Wilshire 5000 Financial Statements From 2010 to 2025
| WFIVX Fund | USD 34.11 0.17 0.50% |
Check Wilshire 5000 financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilshire 5000's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wilshire financial statements analysis is a perfect complement when working with Wilshire 5000 Valuation or Volatility modules.
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Wilshire 5000 Index Mutual Fund One Year Return Analysis
Wilshire 5000's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilshire 5000 One Year Return | 26.77 % |
Most of Wilshire 5000's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wilshire 5000 Index is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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Based on the recorded statements, Wilshire 5000 Index has an One Year Return of 26.769%. This is much higher than that of the Wilshire Mutual Funds family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Wilshire 5000 Index Fundamental Drivers 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 also 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 . 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.About Wilshire 5000 Financial Statements
Wilshire 5000 investors use historical fundamental indicators, such as Wilshire 5000's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wilshire 5000. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks to replicate as closely as possible the performance of the Wilshire 5000 Index SM before the deduction of index fund expenses. Wilshire Mutual is traded on NASDAQ Exchange in the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wilshire Mutual Fund
Wilshire 5000 financial ratios help investors to determine whether Wilshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilshire with respect to the benefits of owning Wilshire 5000 security.
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