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Ft Wilshire 5000 Index Fund - Institutional Class: (MF: WINDX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$31.61 USD
+0.48 (1.54%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.85 | 47 |
| 3 months | -4.85 | 47 |
| 6 months | -2.56 | 38 |
| 1 Year | 6.53 | 24 |
| 3 Year | 7.71 | 34 |
| 5 Year | 17.69 | 29 |
| 10 Year | 11.55 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 109.86 |
| Bear Market (10/07 - 2/09) | -50.79 |
| Bull Market (2/09 - 3/21) | 922.69 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.53 |
| 5 Year | 17.69 |
| 10 Year | 11.55 |
| Since Inception | 7.71 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.85 | NA | NA | NA |
| 2024 | 9.77 | 3.18 | 5.95 | 2.41 |
| 2023 | 6.87 | 8.24 | -3.27 | 11.89 |
| 2022 | -4.89 | -16.58 | -4.54 | 7.17 |
| 2021 | 6.32 | 8.07 | 0.03 | 9.48 |
| 2020 | -20.32 | 21.51 | 8.87 | 14.10 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.85 | 22.90 | 25.21 | -18.83 | 25.85 | 20.27 | 30.08 | -5.34 | 20.58 | 12.80 | 0.35 |
| % Total Return Rel to Index | -0.58 | -2.11 | -1.03 | -0.62 | -2.83 | 1.87 | -1.40 | -0.94 | -1.21 | 0.86 | -1.03 |
| % Total Return Rel to Peer | 0.17 | 3.51 | 2.21 | 0.86 | 3.79 | 0.36 | 1.65 | 1.52 | -0.09 | 4.98 | 1.95 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.33 | 0.33 | 0.30 | 0.28 | 0.33 | 0.36 | 0.35 | 0.33 | 0.45 | 0.28 |
| % Yield | 0.00 | 0.94 | 1.12 | 1.21 | 0.85 | 1.15 | 1.44 | 1.72 | 1.40 | 2.18 | 1.52 |
| Capital Gains ($) | 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 | 0.33 | 0.35 | 0.35 | 0.31 | 0.31 | 0.33 | 0.33 | 0.33 | 0.36 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%