Nasdaq - Delayed Quote USD
FT Wilshire 5000 Index Instl (WINDX)
30.27
+2.64
+(9.55%)
At close: 8:02:21 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -15.66% |
| 5y Average Return | 13.54% |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 8, 2025) | 32.48% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 32.48% |
| Worst 3Y Total Return | 7.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WINDX
Category
- YTD
- -4.85%
- 5.31%
- 1-Month
- -5.86%
- -4.19%
- 3-Month
- -4.85%
- 3.90%
- 1-Year
- 6.53%
- 20.31%
- 3-Year
- 7.72%
- 6.48%
- 5-Year
- 17.69%
- 11.78%
- 10-Year
- 11.56%
- 10.96%
- Last Bull Market
- 20.65%
- 25.56%
- Last Bear Market
- -16.58%
- -15.11%
Annual Total Return (%) History
Year
WINDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.85% | -- | -- | -- |
| 2024 | 9.77% | 3.19% | 5.95% | 2.41% |
| 2023 | 6.88% | 8.25% | -3.28% | 11.90% |
| 2022 | -4.89% | -16.58% | -4.54% | 7.19% |
| 2021 | 6.32% | 8.08% | 0.03% | 9.48% |
| 2020 | -20.32% | 21.51% | 8.87% | 14.11% |
| 2019 | 13.62% | 3.88% | 1.28% | 8.82% |
| 2018 | -0.77% | 3.58% | 7.05% | -13.95% |
| 2017 | 5.52% | 2.87% | 4.40% | 6.40% |
| 2016 | 1.12% | 2.61% | 4.12% | 4.41% |
| 2015 | 1.33% | 0.00% | -6.91% | 6.39% |
| 2014 | 2.28% | 4.76% | 0.00% | 5.08% |
| 2013 | 10.88% | 2.69% | 5.80% | 9.97% |
| 2012 | 12.64% | -3.25% | 5.97% | 0.06% |
| 2011 | 6.07% | -0.26% | -15.07% | 11.77% |
| 2010 | 5.94% | -11.21% | 11.41% | 11.37% |
| 2009 | -10.82% | 15.94% | 16.39% | 5.62% |
| 2008 | -9.51% | -1.78% | -8.61% | -22.38% |
| 2007 | 1.33% | 5.75% | 1.48% | -3.46% |
| 2006 | 5.09% | -2.06% | 4.12% | 6.99% |
| 2005 | -2.37% | 2.23% | 3.87% | 2.09% |
| 2004 | 2.51% | 1.17% | -2.00% | 9.77% |
| 2003 | -3.24% | 16.01% | 3.39% | 12.06% |
| 2002 | 0.88% | -12.76% | -16.75% | 7.73% |
| 2001 | -12.50% | 7.31% | -15.79% | 13.08% |
| 2000 | 3.39% | -4.51% | 0.26% | -9.90% |
| 1999 | 7.16% | -6.41% | 16.96% | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 64 |
| 3-Month | 68 |
| 1-Year | 49 |
| 3-Year | 60 |
| 5-Year | 52 |
Load Adjusted Returns
| 1-Year | 6.53% |
| 3-Year | 7.72% |
| 5-Year | 17.69% |
| 10-Year | 11.56% |
Performance & Risk
| YTD Return | -15.66% |
| 5y Average Return | 13.54% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Wilshire Mutual Funds |
| Net Assets | 264.75M |
| YTD Return | -4.85% |
| Yield | 1.04% |
| Morningstar Rating | |
| Inception Date | Feb 01, 1999 |
Fund Summary
The fund invests at least 80% 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% of the total market value of the index.
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