Wilshire Income Opport Fund Manager Performance Evaluation
| WIORX Fund | USD 9.12 0.01 0.11% |
The entity maintains a market beta of 0.0407, 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.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wilshire Income Opport are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Wilshire Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Funding gives Fitness Worx a lift - Bdaily | 11/28/2025 |
2 | Conserving Carolina adds to protected land at WORX Project campus - BlueRidgeNow.com | 01/16/2026 |
| Expense Ratio Date | 30th of April 2025 | |
| Expense Ratio | 1.1500 |
Wilshire |
Wilshire Income Relative Risk vs. Return Landscape
If you would invest 903.00 in Wilshire Income Opport on November 1, 2025 and sell it today you would earn a total of 9.00 from holding Wilshire Income Opport or generate 1.0% return on investment over 90 days. Wilshire Income Opport is currently producing 0.0163% returns and takes up 0.1082% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Wilshire, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilshire Income Current Valuation
Overvalued
Today
Please note that Wilshire Income's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wilshire Income Opport maintains a prevalent Real Value of $8.38 per share. The last-minute price of the fund is $9.12. We determine the value of Wilshire Income Opport 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 Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilshire Mutual Fund. However, Wilshire Income'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 9.12 | Real 8.38 | Hype 9.12 | Naive 9.12 |
The intrinsic value of Wilshire Income'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 Income'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 Income Opport 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 Income more accurately as focusing exclusively on Wilshire Income's fundamentals will not take into account other important factors: Wilshire Income 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 |
| 9.12 | 90 days | 9.12 | nearly 4.02 |
Based on a normal probability distribution, the odds of Wilshire Income to move above the current price in 90 days from now is nearly 4.02 (This Wilshire Income Opport probability density function shows the probability of Wilshire Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Wilshire Income has a beta of 0.0407. This entails as returns on the market go up, Wilshire Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Wilshire Income Opport will be expected to be much smaller as well. Additionally Wilshire Income Opport has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Wilshire Income Price Density |
| Price |
Predictive Modules for Wilshire Income
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 Income Opport. 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.Wilshire Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wilshire Income is not an exception. The market had few large corrections towards the Wilshire Income'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 Income Opport, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wilshire Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0054 | |
β | Beta against Dow Jones | 0.04 | |
σ | Overall volatility | 0.03 | |
Ir | Information ratio | -0.48 |
Wilshire Income 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 Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wilshire Income Opport can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Conserving Carolina adds to protected land at WORX Project campus - BlueRidgeNow.com | |
| The fund keeps about 27.87% of its net assets in cash |
Wilshire Income Fundamentals Growth
Wilshire Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilshire Income, and Wilshire Income 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.
| Total Asset | 170 K | ||||
About Wilshire Income Performance
Evaluating Wilshire Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilshire Income 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 Income 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.
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.Things to note about Wilshire Income Opport performance evaluation
Checking the ongoing alerts about Wilshire Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilshire Income Opport help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Conserving Carolina adds to protected land at WORX Project campus - BlueRidgeNow.com | |
| The fund keeps about 27.87% of its net assets in cash |
- Analyzing Wilshire Income'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 Income's stock is overvalued or undervalued compared to its peers.
- Examining Wilshire Income'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 Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilshire Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilshire Income's mutual fund. These opinions can provide insight into Wilshire Income's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data |