Wilshire Income Opport Fund Net Income
| WIORX Fund | USD 9.12 0.01 0.11% |
As of the 30th of January, Wilshire Income maintains the Coefficient Of Variation of 662.7, market risk adjusted performance of 0.1725, and Mean Deviation of 0.0853. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wilshire Income Opport, as well as the relationship between them.
Wilshire Income's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Wilshire Income's valuation are provided below:Wilshire Income Opport does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Wilshire |
Wilshire Income 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wilshire Income's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wilshire Income.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Wilshire Income on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Wilshire Income Opport or generate 0.0% return on investment in Wilshire Income over 90 days. Wilshire Income is related to or competes with Europac International, Europac International, Western Asset, Invesco Pennsylvania, Eaton Vance, Spectrum Low, and Dividend Opportunities. The investment seeks to maximize current income long-term capital appreciation is a secondary objective More
Wilshire Income Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wilshire Income's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wilshire Income Opport upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1334 | |||
| Information Ratio | (0.42) | |||
| Maximum Drawdown | 0.5525 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1107 |
Wilshire Income Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilshire Income's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wilshire Income's standard deviation. In reality, there are many statistical measures that can use Wilshire Income historical prices to predict the future Wilshire Income's volatility.| Risk Adjusted Performance | 0.0524 | |||
| Jensen Alpha | 0.0043 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.34) | |||
| Treynor Ratio | 0.1625 |
Wilshire Income January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0524 | |||
| Market Risk Adjusted Performance | 0.1725 | |||
| Mean Deviation | 0.0853 | |||
| Downside Deviation | 0.1334 | |||
| Coefficient Of Variation | 662.7 | |||
| Standard Deviation | 0.1082 | |||
| Variance | 0.0117 | |||
| Information Ratio | (0.42) | |||
| Jensen Alpha | 0.0043 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0.34) | |||
| Treynor Ratio | 0.1625 | |||
| Maximum Drawdown | 0.5525 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1107 | |||
| Downside Variance | 0.0178 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.13) | |||
| Skewness | 0.1415 | |||
| Kurtosis | 0.2041 |
Wilshire Income Opport Backtested Returns
At this stage we consider Wilshire Mutual Fund to be very steady. Wilshire Income Opport shows Sharpe Ratio of 0.15, which attests that the fund had a 0.15 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Wilshire Income Opport, which you can use to evaluate the volatility of the fund. Please check out Wilshire Income's Mean Deviation of 0.0853, market risk adjusted performance of 0.1725, and Coefficient Of Variation of 662.7 to validate if the risk estimate we provide is consistent with the expected return of 0.0166%. The entity maintains a market beta of 0.0389, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Wilshire Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wilshire Income is expected to be smaller as well.
Auto-correlation | 0.47 |
Average predictability
Wilshire Income Opport has average predictability. Overlapping area represents the amount of predictability between Wilshire Income time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wilshire Income Opport price movement. The serial correlation of 0.47 indicates that about 47.0% of current Wilshire Income price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.47 | |
| Spearman Rank Test | 0.71 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Wilshire Income Opport reported net income of 0.0. This indicator is about the same for the Wilshire Mutual Funds average (which is currently at 0.0) family and about the same as Multisector Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Wilshire Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Wilshire Income's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Wilshire Income could also be used in its relative valuation, which is a method of valuing Wilshire Income by comparing valuation metrics of similar companies.Wilshire Income is currently under evaluation in net income among similar funds.
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 12.57 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.Fund Asset Allocation for Wilshire Income
.Asset allocation divides Wilshire Income's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wilshire Fundamentals
| Total Asset | 170 K | |||
| Annual Yield | 0.02 % | |||
| Year To Date Return | 0.22 % | |||
| One Year Return | 7.17 % | |||
| Three Year Return | 4.86 % | |||
| Five Year Return | 1.02 % | |||
| Net Asset | 185.37 M | |||
| Minimum Initial Investment | 2.5 K | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 27.87 % | |||
| Equity Positions Weight | 1.33 % | |||
| Bond Positions Weight | 62.34 % |
About Wilshire Income Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilshire Income Opport's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilshire Income using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilshire Income Opport based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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.
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