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
1996 -13.7 7 5.1 2.9 2.4 0 0 0 0 0 0 0 0
1997 3.1 3.8 -3 5.8 -3 8.4 3.5 4.6 3 -4.3 2.5 3.4 30.4
1998 0.2 5.3 7.7 5 -14 -1.8 0.4 -0.9 0.3 5.1 7.5 -2.9 10.3
1999 -5.3 -2.2 3.5 -7.4 -3 -4.4 1.4 -2.5 8.8 1.9 -1.5 -0.5 -11.5
2000 6.8 -3.8 2.8 2 8.4 3.9 -6.8 2 -0.3 11.2 -6.6 -1.9 17.3
2001 8 1.1 0.6 -9.1 -3.7 0.6 -3.9 1.8 6.7 -2.4 -1.2 1.9 -0.8
2002 -3.3 3.4 3.7 -10.5 -0.1 -6.9 -6.4 0.5 -2.8 5.5 1.1 -1.4 -17.1
2003 5.4 1.1 5.8 -0.9 1.7 1.7 0.9 6.6 7.6 0.5 -1.7 -2.5 28.8
2004 -1.2 5 0.5 1.8 0.6 -1.8 2.4 1 -2.6 -1.2 1.9 2.7 9.1
2005 0.9 3.4 -2.3 1.6 0.3 3.1 1.8 2.9 -2.3 -1.6 3.5 -2.1 9.2
2006 2 1.7 3.5 3.1 1.7 0.8 -0.1 -2.7 2.1 1.2 0.3 4 18.9
2007 -1 -5.4 0.9 2.1 0.7 -5.4 -2.4 3.4 5 0.6 -1.3 1.4 0
2008 3.6 -9.4 -17.1 -10.8 -0.3 -1.3 -9.1 1.5 5.9 -2 -4.6 -6.1 -41.4
2009 2.3 5.3 -4.3 4.9 5.9 9.2 -1 7.7 12.7 10.2 -13.7 -10.1 28.6
2010 7.4 -0.2 2.8 9.7 -5.7 7.2 -6.8 -8.3 2.3 6.7 3.1 -3.1 13.9
2011 0.5 -1.1 13.2 -9.3 -7.2 -4 -0.9 -1.9 3 0.2 4.3 2.1 -2.9
2012 1.9 0.6 -1.1 2.7 3.6 0.2 4.5 -8.1 -1.4 2.9 4.7 5.5 16.2
2013 2.2 3.4 4.4 2.8 -3.6 5.6 -0.9 4.6 1.3 4.2 1.2 7 36.8
2014 2.1 2 1.4 -2.5 3.5 -1.8 2.6 1.7 0.3 1.9 4 -3.2 12.4
2015 -2.5 0.5 7.5 -4.2 -6.3 0.5 -1.5 1.5 0.7 -1.2 5.3 -4.5 -5
2016 2.2 7.6 -1 -0.3 1.6 3.4 -0.4 1 1.7 7.4 -0.8 -6.9 15.8
2017 1.9 2.9 1.4 3.6 -1.1 0.8 1.9 0.2 -0.1 -1.1 3.5 0.3 15.1
2018 -9.9 1.7 -5.8 -0.3 1.2 3.5 -0.2 -0.5 0.9 -1.6 -4.4 4.1 -11.6
2019 -3.4 3.6 1.2 3.9 -4 1.1 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 3 0.1 3.8 11 -20 -10.5 -3.6 -1.5
2021 -5.4 -2.7 5.7 -4.1 2.4 1.3 -0.5 2.8 4.4 17.5 4.1 -0.8 14
2022 -14.2 6.9 10.3 -9.4 -3.5 8 -9.3 2.1 -7.1 2 -2 -3.6 -20.8
2023 2.4 8.5 -3.4 -3.8 -2.6 4 7.1 -3 1 -0.6 -3.1 6.9 12.7
2024 0 0 1.8 0.2 0 0 0 0 0 0 0 0 5.6