Wilshire 5000 Index Fund Beta
| WINDX Fund | USD 34.13 0.02 0.06% |
Wilshire 5000 Index fundamentals help investors to digest information that contributes to Wilshire 5000's financial success or failures. It also enables traders to predict the movement of Wilshire Mutual Fund. The fundamental analysis module provides a way to measure Wilshire 5000's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilshire 5000 mutual fund.
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Wilshire 5000 Index Mutual Fund Beta Analysis
Wilshire 5000's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
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In accordance with the recently published financial statements, Wilshire 5000 Index has a Beta of 0.0. This indicator is about the same for the Wilshire Mutual Funds average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
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Fund Asset Allocation for Wilshire 5000
The fund invests 99.08% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.92%) .Asset allocation divides Wilshire 5000's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wilshire Fundamentals
| Price To Earning | 19.45 X | ||||
| Price To Book | 2.52 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 48.25 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 27.05 % | ||||
| One Year Return | 32.17 % | ||||
| Three Year Return | 9.59 % | ||||
| Five Year Return | 15.02 % | ||||
| Ten Year Return | 12.44 % | ||||
| Net Asset | 228.27 M | ||||
| Cash Position Weight | 0.92 % | ||||
| Equity Positions Weight | 99.08 % |
About Wilshire 5000 Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilshire 5000 Index's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilshire 5000 using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilshire 5000 Index based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Wilshire 5000 financial ratios help investors to determine whether Wilshire Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilshire with respect to the benefits of owning Wilshire 5000 security.
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