WFIVX Performance — Wilshire 5000 Index Fund, Investment Class
Data updated: 2026-08-24
WFIVX returned +10.54% year to date and +22.01% over one year to Jun 2026. Annualised returns are +19.45% over 3 years and +11.79% over 5 years. The fund beat its US Multi-Cap Blend category average: $100 invested three years ago grew to $170, against $143 for the category, and to $122 over one year, against $116. Volatility over the past three years was 13.28% a year. In the 12 months to Jun 2026 the fund lost a net $9.9M, and assets reached $315.17M.
WFIVX Growth of $100
What $100 invested in Wilshire 5000 Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | WFIVX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $122 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $175 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $261 | $173 |
WFIVX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.54% |
| 1 year | +22.01% |
| 3 years (annualised) | +19.45% |
| 5 years (annualised) | +11.79% |
WFIVX Annual Returns
Calendar-year total returns of Wilshire 5000 Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.54% |
| 2025 | +16.28% |
| 2024 | +22.61% |
| 2023 | +24.92% |
| 2022 | −18.99% |
| 2021 | +25.61% |
| 2020 | +19.95% |
| 2019 (Jul–Dec) | +8.79% |
WFIVX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.6% | −0.5% | −5.0% | +10.2% | +5.0% | −0.4% | — | — | — | — | — | — |
| 2025 | +3.1% | −2.0% | −5.9% | −0.7% | +6.2% | +5.0% | +2.2% | +2.2% | +3.4% | +2.1% | +0.2% | −0.2% |
| 2024 | +1.0% | +5.3% | +3.1% | −4.3% | +4.6% | +3.1% | +1.7% | +2.1% | +2.0% | −0.8% | +6.4% | −3.0% |
| 2023 | +6.7% | −2.4% | +2.5% | +1.0% | +0.4% | +6.7% | +3.5% | −2.0% | −4.7% | −2.6% | +9.2% | +5.2% |
| 2022 | −5.6% | −2.4% | +3.2% | −9.0% | −0.2% | −8.2% | +9.4% | −3.8% | −9.3% | +8.1% | +5.2% | −5.8% |
| 2021 | −0.4% | +3.0% | +3.6% | +5.1% | +0.4% | +2.4% | +1.7% | +2.8% | −4.4% | +6.7% | −1.1% | +3.9% |
| 2020 | −0.1% | −8.2% | −13.2% | +13.0% | +5.1% | +2.3% | +5.5% | +7.1% | −3.8% | −2.1% | +11.6% | +4.4% |
| 2019 | — | — | — | — | — | — | 0.0% | 0.0% | 0.0% | +2.1% | +3.6% | +2.8% |
WFIVX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 13.28%
- 3-year Sharpe ratio: 1.13 (vs 4.5% risk-free rate)
- Best month: +10.20% (Apr 2026)
- Worst month: −5.90% (Mar 2025)
WFIVX Fund Flows
Monthly money in and out of Wilshire 5000 Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$9.9M
- 12-month gross sales (incl. reinvestments): $32.7M
- Sales ÷ redemptions: 0.77×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $752K | $2.6M | −$1.9M |
| May 2026 | $611K | $2.1M | −$1.5M |
| Apr 2026 | $561K | $2.3M | −$1.7M |
| Mar 2026 | $1.1M | $2.0M | −$935K |
| Feb 2026 | $1.3M | $3.1M | −$1.7M |
| Jan 2026 | $964K | $3.1M | −$2.1M |
| Dec 2025 | $23.7M | $4.1M | $19.6M |
| Nov 2025 | $743K | $1.5M | −$773K |
| Oct 2025 | $624K | $14.5M | −$13.8M |
| Sep 2025 | $912K | $2.2M | −$1.3M |
| Aug 2025 | $633K | $3.5M | −$2.9M |
| Jul 2025 | $804K | $1.7M | −$871K |
WFIVX Assets Under Management
Net assets of Wilshire 5000 Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $315.17M |
| 2026-03-31 | $278.15M |
| 2025-12-31 | $294.53M |
| 2025-09-30 | $307.63M |
| 2025-06-30 | $289.59M |
| 2025-03-31 | $264.75M |
| 2024-12-31 | $284.84M |
| 2024-09-30 | $282.04M |
| 2024-06-30 | $268.01M |
| 2024-03-31 | $262.09M |
| 2023-12-31 | $240.34M |
| 2023-09-30 | $221.03M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.