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Wilshire 5000 Index Instl (WINDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.14+0.22 (+0.74%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.88%
5-year average return14.77%
Number of years up18
Number of years down6
Best 1-yr total return (30 May 2024)32.48%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return32.48%
Worst 3-yr total return7.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWINDXCategory
YTD5.03%5.31%
1-month-4.32%-4.19%
3-month3.93%3.90%
1-year21.85%20.31%
3-year6.31%6.48%
5-year12.21%11.78%
10-year11.55%10.96%
Last bull market26.11%25.56%
Last bear market-16.58%-15.11%

Annual total return (%) history

Year
WINDXCategory
2024
N/AN/A
2023
25.21%22.32%
2022
-18.83%-16.96%
2021
25.85%26.07%
2020
20.28%15.83%
2019
30.08%28.78%
2018
-5.32%-6.27%
2017
20.57%20.44%
2016
12.81%10.37%
2015
0.36%-1.07%
2014
12.60%10.96%
2013
32.48%31.50%
2012
15.54%14.96%
2011
0.43%-1.27%
2010
16.71%14.01%
2009
27.10%28.17%
2008
-36.95%-37.79%
2007
4.97%6.16%
2006
14.66%14.17%
2005
5.83%5.88%
2004
11.56%10.02%
2003
30.05%27.05%
2002
-21.07%-22.25%
2001
-10.59%-13.50%
2000
-10.82%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.77%N/AN/AN/A
20236.88%8.25%-3.28%11.90%
2022-4.89%-16.58%-4.54%7.19%
20216.32%8.08%0.03%9.48%
2020-20.32%21.51%8.87%14.11%
201913.62%3.88%1.28%8.82%
2018-0.77%3.58%7.05%-13.95%
20175.52%2.87%4.40%6.40%
20161.12%2.61%4.12%4.41%
20151.33%0.00%-6.91%6.39%
20142.28%4.76%0.00%5.08%
201310.88%2.69%5.80%9.97%
201212.64%-3.25%5.97%0.06%
20116.07%-0.26%-15.07%11.77%
20105.94%-11.21%11.41%11.37%
2009-10.82%15.94%16.39%5.62%
2008-9.51%-1.78%-8.61%-22.38%
20071.33%5.75%1.48%-3.46%
20065.09%-2.06%4.12%6.99%
2005-2.37%2.23%3.87%2.09%
20042.51%1.17%-2.00%9.77%
2003-3.24%16.01%3.39%12.06%
20020.88%-12.76%-16.75%7.73%
2001-12.50%7.31%-15.79%13.08%
20003.39%-4.51%0.26%-9.90%
19997.16%-6.41%16.96%N/A

Rank in category (by total return)

YTD64
1-month55
3-month57
1-year51
3-year61
5-year51

Load adjusted returns

1-year21.85%
3-year6.31%
5-year12.21%
10-year11.55%