New Zealand markets closed

Wilshire 5000 Index Invmt (WFIVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
31.38+0.14 (+0.45%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up18
Number of years down6
Best 1-yr total return (2 Jul 2024)32.10%
Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years
WFIVXCategory average
5 years
WFIVXCategory average
10 years
WFIVXCategory average
Alpha
-2.01-0.01
-1.3-0.01
-1.19-0.01
BETA
10.01
1.010.01
1.010.01
Mean annual return
0.760.01
1.210.01
1.020.01
R-squared
99.430.94
99.460.95
99.440.95
Standard deviation
17.840.17
18.290.19
15.480.15
Sharpe ratio
0.320
0.670.01
0.690.01
Treynor ratio
4.40.03
11.260.1
9.920.1