Wilshire Mutual Funds

  • Wilshire Large Company Value Portfolio

Wilshire Large Company Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1992 3.7 2 -0.1 0 0 0 0 0 0 0 0 0 0
1993 0 -3.5 -1.8 0.5 5.1 -0.3 3.6 0.6 -2 2.4 4.8 1.5 10.9
1994 -0.7 -3.3 2.9 -2.7 0.2 3.1 -2.7 0 2.6 -2.9 -3.7 1.4 -5.9
1995 0.1 4.1 -0.3 5.2 2.3 2.8 0.3 5.7 2.2 1.2 4.3 3.5 35.9
1996 -2.2 6.9 5.1 2.9 2.4 -2.9 -0.6 0.9 0.1 1 0.6 3.1 18.1
1997 3.1 3.8 -3.1 5.8 -3 8.4 3.5 4.7 3 -4.3 2.5 3.3 30.3
1998 0.2 5.3 7.7 5 -14 -1.8 0.4 -0.9 0.3 5.1 7.5 -2.9 10.2
1999 -5.4 -2.2 3.6 -7.5 -3 -4.4 1.4 -2.5 8.8 1.9 -1.6 -0.4 -11.7
2000 6.8 -3.9 2.8 2 8.4 3.8 -6.8 2 -0.3 11.1 -6.6 -2 17
2001 8 1.1 0.5 -9.1 -3.7 0.6 -3.9 1.8 6.7 -2.3 -1.2 1.9 -1
2002 -3.2 3.4 3.7 -10.6 -0.1 -7 -6.4 0.4 -2.8 5.4 1.1 -1.5 -17.2
2003 5.4 1.1 5.8 -0.9 1.7 1.7 1 6.5 7.5 0.5 -1.7 -2.6 0
2004 2.9 4.9 0.5 1.8 0.6 -1.9 2.4 1.1 -2.7 -1.2 1.9 2.7 13.3
2005 0.9 3.5 -2.4 1.6 0.3 3.1 1.7 2.8 -2.3 -1.6 3.5 -2.1 8.9
2006 2 1.7 3.5 3 1.6 0.8 -0.1 -2.7 2.1 1.2 0.3 3.9 18.5
2007 -1 -5.4 0.9 2.1 0.7 -5.5 -2.2 3.4 5 0.5 -1.3 1.4 -2
2008 3.5 -9.4 -17.1 -10.8 -0.2 -1.3 -9.1 1.5 5.9 -2.1 -4.6 -6.2 -41.5
2009 2.3 5.3 -4.3 5 5.8 9.3 -1.1 7.8 12.6 10.2 -13.7 -10.1 28.5
2010 7.4 -0.3 2.8 9.7 -5.7 7.2 -6.8 -8.4 2 6.7 3.1 -3.1 13.4
2011 0.4 -1.1 13.1 -9.4 -7.3 -4 -1 -2 3 0.1 4.4 2.1 -3.4
2012 1.8 0.6 -1.1 2.6 3.6 0.1 4.5 -8.1 -1.4 2.9 4.7 5.5 15.9
2013 2.2 3.3 4.3 2.8 -3.6 5.6 -1 4.6 1.3 4.2 1.2 7 36.5
2014 2.1 2 1.4 -2.5 3.6 -1.8 2.6 1.6 0.3 1.8 4.1 -3.2 12.1
2015 -2.5 0.5 7.5 -4.2 -6.4 0.5 -1.5 1.4 0.6 -1.2 5.3 -4.5 -5.2
2016 2.4 7.6 -1.1 -0.3 1.6 3.4 -0.4 1 1.6 7.4 -0.8 -6.9 15.8
2017 1.9 2.9 1.4 3.5 -1.2 0.8 1.9 0.2 -0.1 -1.1 3.5 0.3 14.7
2018 -9.9 1.7 -5.8 -0.3 1.2 3.5 -0.2 -0.5 0.9 -1.6 -4.4 4 -11.8
2019 -3.1 3.7 1.2 3.9 -4 1 7.7 -7.6 3.8 -0.5 2.5 8.5 16.8
2020 -4.8 16.1 -0.4 -5.2 4.8 2.9 0.1 3.8 10.8 -20 -10.5 -3.7 -1.8
2021 -5.3 -2.8 4.9 -4.1 2.4 1.3 -0.5 2.7 16.3 5.3 4.2 -0.9 12.9
2022 -13.8 6.8 10.4 -9.4 -3.5 8 -9.3 2.1 -6.3 2 -2 -3.6 -20
2023 2.7 8.4 -3.4 -3.9 -2.7 4 7.1 -3 1 -0.7 -3.2 6.8 12.8
2024 -2.5 5.5 3.9 0.2 0 0 0 0 0 0 0 0 7.1