Wilshire 5000 Index Fund Manager Performance Evaluation
| WINDX Fund | USD 34.41 0.17 0.50% |
The entity maintains a market beta of 0.9, which attests to possible diversification benefits within a given portfolio. 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
11 of 100
Weak | Strong |
Good
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 December 2024.
...more| Expense Ratio Date | 30th of April 2023 | |
| Expense Ratio | 0.3600 |
Wilshire |
Wilshire 5000 Relative Risk vs. Return Landscape
If you would invest 3,210 in Wilshire 5000 Index on August 25, 2024 and sell it today you would earn a total of 231.00 from holding Wilshire 5000 Index or generate 7.2% return on investment over 90 days. Wilshire 5000 Index is currently producing 0.1117% returns and takes up 0.7827% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wilshire, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilshire 5000 Current Valuation
Fairly Valued
Today
Please note that Wilshire 5000's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wilshire 5000 Index maintains a prevalent Real Value of $33.99 per share. The last-minute price of the fund is $34.41. 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 34.41 | Real 33.99 | Hype 34.41 | Naive 33.96 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilshire 5000's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilshire 5000 Index, and traders can use it to determine the average amount a Wilshire 5000's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1427
| Best Portfolio | Best Equity | |||
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| Cash | WINDX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Wilshire 5000 is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wilshire 5000 by adding it to a well-diversified portfolio.
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 | 48.25 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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| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |