Wilshire 5000 Index Fund Manager Performance Evaluation
| WINDX Fund | USD 35.15 0.06 0.17% |
The entity maintains a market beta of 1.04, which attests to a somewhat significant risk relative to the market. Wilshire 5000 returns are very sensitive to returns on the market. As the market goes up or down, Wilshire 5000 is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wilshire 5000 Index are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wilshire 5000 may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 0.3300 |
Wilshire |
Wilshire 5000 Relative Risk vs. Return Landscape
If you would invest 3,125 in Wilshire 5000 Index on November 16, 2025 and sell it today you would earn a total of 390.00 from holding Wilshire 5000 Index or generate 12.48% return on investment over 90 days. Wilshire 5000 Index is currently producing 0.1987% returns and takes up 1.371% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Wilshire, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilshire 5000 Current Valuation
Undervalued
Today
Please note that Wilshire 5000's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wilshire 5000 Index maintains a prevalent Real Value of $38.31 per share. The last-minute price of the fund is $35.15. We determine the value of Wilshire 5000 Index from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wilshire 5000 is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilshire Mutual Fund. However, Wilshire 5000's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 35.15 | Real 38.31 | Hype 35.15 |
The intrinsic value of Wilshire 5000's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wilshire 5000's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wilshire 5000 Index helps investors to forecast how Wilshire mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wilshire 5000 more accurately as focusing exclusively on Wilshire 5000's fundamentals will not take into account other important factors: Wilshire 5000 Target Price Odds to finish over Current Price
The tendency of Wilshire Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 35.15 | 90 days | 35.15 | about 29.36 |
Based on a normal probability distribution, the odds of Wilshire 5000 to move above the current price in 90 days from now is about 29.36 (This Wilshire 5000 Index probability density function shows the probability of Wilshire Mutual Fund to fall within a particular range of prices over 90 days) .
Wilshire 5000 Price Density |
| Price |
Predictive Modules for Wilshire 5000
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wilshire 5000 Index. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wilshire 5000's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wilshire 5000 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wilshire 5000 is not an exception. The market had few large corrections towards the Wilshire 5000's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wilshire 5000 Index, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wilshire 5000 within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.07 | |
β | Beta against Dow Jones | 1.04 | |
σ | Overall volatility | 1.75 | |
Ir | Information ratio | 0.06 |
Wilshire 5000 Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wilshire 5000 for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wilshire 5000 Index can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 99.08% of its net assets in stocks |
Wilshire 5000 Fundamentals Growth
Wilshire Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilshire 5000, and Wilshire 5000 fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wilshire Mutual Fund performance.
| Price To Earning | 19.45 X | ||||
| Price To Book | 2.52 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 62.94 M | ||||
About Wilshire 5000 Performance
Evaluating Wilshire 5000's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilshire 5000 has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wilshire 5000 has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Wilshire 5000 Index performance evaluation
Checking the ongoing alerts about Wilshire 5000 for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilshire 5000 Index help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.08% of its net assets in stocks |
- Analyzing Wilshire 5000's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wilshire 5000's stock is overvalued or undervalued compared to its peers.
- Examining Wilshire 5000's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wilshire 5000's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilshire 5000's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilshire 5000's mutual fund. These opinions can provide insight into Wilshire 5000's potential for growth and whether the stock is currently undervalued or overvalued.
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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