Back to top
Ft Wilshire 5000 Index Fund - Investment Class: (MF: WFIVX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$34.84 USD
+0.13 (0.38%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.34 | 48 |
| 3 months | 10.80 | 47 |
| 6 months | 5.34 | 48 |
| 1 Year | 14.16 | 39 |
| 3 Year | 18.17 | 41 |
| 5 Year | 15.28 | 30 |
| 10 Year | 12.42 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 107.14 |
| Bear Market (10/07 - 2/09) | -50.83 |
| Bull Market (2/09 - 3/21) | 904.77 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 14.16 |
| 5 Year | 15.28 |
| 10 Year | 12.42 |
| Since Inception | 7.78 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.92 | 10.80 | NA | NA |
| 2024 | 9.66 | 3.16 | 5.90 | 2.32 |
| 2023 | 6.79 | 8.17 | -3.32 | 11.85 |
| 2022 | -4.96 | -16.64 | -4.55 | 7.14 |
| 2021 | 6.24 | 8.01 | -0.06 | 9.51 |
| 2020 | -20.36 | 21.41 | 8.79 | 14.00 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.34 | 22.60 | 24.92 | -18.98 | 25.58 | 19.92 | 29.74 | -5.62 | 20.21 | 12.49 | 0.07 |
| % Total Return Rel to Index | -0.85 | -2.42 | -1.32 | -0.78 | -3.09 | 1.51 | -1.74 | -1.22 | -1.58 | 0.56 | -1.31 |
| % Total Return Rel to Peer | 0.20 | 3.20 | 1.92 | 0.71 | 3.52 | 0.00 | 1.32 | 1.24 | -0.46 | 4.67 | 1.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.26 | 0.27 | 0.25 | 0.22 | 0.26 | 0.30 | 0.29 | 0.27 | 0.38 | 0.24 |
| % Yield | 0.00 | 0.75 | 0.90 | 1.03 | 0.69 | 0.93 | 1.22 | 1.47 | 1.17 | 1.91 | 1.34 |
| Capital Gains ($) | 0.00 | 0.64 | 0.63 | 0.92 | 1.91 | 2.04 | 0.86 | 0.81 | 1.57 | 0.76 | 0.00 |
| Expense Ratio | 0.00 | 0.56 | 0.59 | 0.57 | 0.52 | 0.61 | 0.62 | 0.60 | 0.62 | 0.67 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%