Nasdaq - Delayed Quote USD
FT Wilshire 5000 Index Instl (WINDX)
30.27
+2.64
+(9.55%)
At close: 8:02:21 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 32.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WINDX | Category Average | WINDX | Category Average | WINDX | Category Average | |
| Alpha | -1.28 | -0.01 | -0.87 | -0.01 | -0.94 | -0.01 |
| BETA | 1.01 | 0.01 | 1.01 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.75 | 0.01 | 1.49 | 0.01 | 1.02 | 0.01 |
| R-squared | 99.41 | 0.94 | 99.32 | 0.95 | 99.42 | 0.95 |
| Standard Deviation | 17.56 | 0.17 | 17.1 | 0.19 | 15.59 | 0.15 |
| Sharpe Ratio | 0.26 | 0 | 0.88 | 0.01 | 0.66 | 0.01 |
| Treynor Ratio | 3.07 | 0.03 | 14.78 | 0.1 | 9.48 | 0.1 |
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