Wilshire Mutual Funds

  • Wilshire Small Company Value Portfolio

Wilshire Small Company Value Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1992 5 4.6 -1.7 0 0 0 0 0 0 0 0 0 0
1993 1.2 -3.5 -0.5 2.1 2.5 1.2 0.7 0.6 -3.2 3.6 2.2 3 9.9
1994 1.7 -2.6 -1.9 -2.1 2.3 1.8 -0.2 -0.7 0.8 -3.3 -1.5 0.6 -5
1995 -1.4 3.6 -1 2.9 1.9 2.7 2.5 2.1 2 -0.6 3.4 1.9 21.7
1996 0.7 6.1 1 2.8 3.4 -4.4 0.2 1.4 -0.3 1.4 0.6 0.7 14
1997 4.3 1.9 -2.7 5.4 1.1 5.4 3.6 6.9 1.7 -2.7 2.2 1.1 0
1998 2.8 2.9 3.5 2.9 -11.7 -7.6 -1.8 -2.7 -0.4 4 6.9 -2.8 -5.6
1999 -1.4 0 -3 -4.6 -3.9 -0.8 1.5 2.6 8.1 -1.9 -5.8 -4.9 -13.9
2000 9.5 -0.3 2.8 -0.2 4.7 2.4 -3.9 0.1 1.5 6.5 -0.4 -8.9 13.2
2001 6.2 8 1.5 -11.5 1.7 2.8 -0.5 3 5.5 -2.8 2.2 1.3 17.2
2002 -3.2 5 2.5 -7 1 -13.1 -3.9 -1.6 2.1 6.4 2.8 0.6 -9.6
2003 3.8 3.2 8.1 -2.4 4.1 4 0.8 8.5 9.8 0.4 -4.2 -3.4 0
2004 1.9 8.4 -0.3 4.4 0.5 -3.5 6 1.3 -4.1 1.7 2 3.1 22.8
2005 -0.4 4.2 -3.9 0.5 -1.6 6.5 4.2 5.3 -6.2 -1.9 3.1 -3.6 0
2006 0.4 3.4 4.8 1.3 1.3 -3.4 1.4 -4.5 0.8 5.6 -1.6 9.4 19.6
2007 0.8 -7.8 2.7 1.1 0.6 -8.3 -1.6 4.7 2.1 1.3 0.4 1.4 -3.5
2008 7.8 -11.7 -20.7 -6.7 3.4 2.8 -8.1 4.6 5.1 -0.5 -3.4 -7.6 -32.8
2009 7.6 3.5 -6.9 6.8 5 11.7 -1 3 14.7 8.5 -13.2 -14 22.8
2010 8.1 2.9 4.1 9.5 -7.2 7.4 -9.6 -9.5 7.7 8.2 4.7 -1.9 23.6
2011 0.1 -0.4 15.3 -11.8 -8.8 -3.3 -1.7 -2.6 2.3 0.6 5.9 -1 -7.5
2012 3.4 -0.1 -1 3.1 3.5 0.5 4.2 -6.7 -1.6 2.6 2.4 6.3 17.2
2013 2.7 4 4.6 6.3 -3.9 6.6 -0.2 5 -0.1 4.5 1.6 6.4 43.8
2014 5.7 -0.4 6.4 -6 5.5 -6.3 5.6 -0.3 -2.5 1 5 -4.7 8
2015 -4.7 3.5 6.7 -2.7 -5 -2.8 -0.1 1.5 -3 2.6 5 -4 -3.7
2016 4.3 11.4 -4.1 0 2.4 5.9 -0.8 1.4 0.5 7.6 0.9 -5.9 24.9
2017 -0.5 2 2.3 7.7 -3.7 1.9 2.3 -3.8 0.7 -0.4 1.6 -1.1 8.9
2018 -12.2 0.9 -9.9 -3 1.7 1 0.1 5.5 1 1.3 -4.6 1.8 -16.4
2019 1.9 2 2.1 3.8 -4.7 0.4 6.5 -8 4.4 -2.7 4.2 10.3 0
2020 7.4 18.2 4.1 -6.5 5.2 1.5 2 3.3 12.6 -25.2 -11.2 -5.6 -1.8
2021 4 -2.9 4.1 -1.2 2.6 -2.6 -2 3 3.7 5.6 11.4 2.4 30.8
2022 -15.1 4.3 12.9 -9.5 -2.9 9.8 -9.7 2.9 -7 -0.2 1.3 -4 -19.1
2023 7.8 8.4 -5.9 -4.2 -4.7 6.4 9.2 -2.5 -2.2 -7 -0.7 9.8 12.7
2024 -5.1 4.7 2.3 -3.6 0 0 0 0 0 0 0 0 -2