Wilshire Income Financials
| WIOPX Fund | USD 8.83 0.01 0.11% |
Wilshire |
Please note that you must use caution to infer results of funds 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 Income Fund Summary
Wilshire Income competes with Franklin Small, Lebenthal Lisanti, Small Pany, Glg Intl, and Touchstone Small. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80 percent of its total assets in a portfolio of income producing securities of varying maturities across a variety of fixed income securities. Derivative investments that provide exposure to debt securities or have similar economic characteristics to the income securities in which the Portfolio invests may be used to satisfy the income funds 80 percent policy.Specialization | Multisector Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9718977641 |
| Business Address | Wilshire Mutual Funds |
| Mutual Fund Family | Wilshire Mutual Funds |
| Mutual Fund Category | Multisector Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 866 591 1568 |
| Currency | USD - US Dollar |
Wilshire Income Key Financial Ratios
Wilshire Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire Income's current stock value. Our valuation model uses many indicators to compare Wilshire Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire Income competition to find correlations between indicators driving Wilshire Income's intrinsic value. More Info.Wilshire Income Opport is presently regarded as number one fund in annual yield among similar funds. It also is presently regarded as number one fund in year to date return among similar funds creating about 38.79 of Year To Date Return per Annual Yield. 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 Income's earnings, one of the primary drivers of an investment's value.Wilshire Income Opport Systematic Risk
Wilshire Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Wilshire Income 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.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Wilshire Income Opport correlated with the market. If Beta is less than 0 Wilshire Income generally moves in the opposite direction as compared to the market. If Wilshire Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Wilshire Income Opport is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Wilshire Income is generally in the same direction as the market. If Beta > 1 Wilshire Income moves generally in the same direction as, but more than the movement of the benchmark.
Wilshire Income February 2, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Wilshire Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Wilshire Income Opport. We use our internally-developed statistical techniques to arrive at the intrinsic value of Wilshire Income Opport 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 Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.2226 | |||
| Information Ratio | (0.33) | |||
| Maximum Drawdown | 1.03 | |||
| Value At Risk | (0.34) | |||
| Potential Upside | 0.4587 |
Other Information on Investing in Wilshire Mutual Fund
Wilshire Income 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 Income security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |