Wilshire Mutual Funds

  • Wilshire Small Company Growth Portfolio

Wilshire Small Company Growth Portfolio

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1996 -22.6 2.9 -5 4 7.7 0 0 0 0 0 0 0 0
1997 -0.3 -2 -5.2 6.1 0.9 5.9 3.7 12.9 1.6 -5.6 -5.5 0.2 11.7
1998 5.8 9.1 3.7 7 -20.9 -8.8 0.1 -6.4 -1.9 3.4 9.8 0.2 -3.5
1999 12 6.6 1.2 0.5 -5.5 -2.3 4.6 5 4.1 0.6 -9.4 -1.8 14.7
2000 8.8 -11.2 -1.6 -4.1 8.2 -2.4 8.1 -6.2 -3.5 -1.4 17.8 -8.2 0.6
2001 6 7 6.4 -14.3 -4.1 -0.5 1 2.9 10.3 -7.4 -9.5 2.5 -2.8
2002 -5 5.6 4.1 -7.4 2 -10.4 -6.7 -3.4 3 5.7 -1.2 0.7 -13.9
2003 -0.2 3.2 8.7 -3.7 5.7 6.8 1.6 8.9 7.3 2.4 -4.1 -3.2 37.3
2004 -1.4 9 1.6 5.8 -2 -7.2 4.4 2.3 -4.4 0.5 0.4 4.5 13.2
2005 -0.4 4.9 -3.7 0.7 -1.9 5.9 3.3 6.8 -6.5 -2.5 2.3 -3.9 3.9
2006 -0.8 3.1 5.6 1.1 2.9 -5.1 -0.6 -6.5 0.2 4.9 -2 8.8 11.4
2007 2 -7 4.6 2.6 1.2 -3.7 -0.7 4.4 2 1.5 0.1 1.9 8.7
2008 3.9 -11 -20.7 -10.5 1.7 -0.9 -3.9 4.8 7.1 -1.1 -3 -11.1 -39.2
2009 9.7 3.1 -6.4 7.7 1.5 7.7 3 4.1 10.2 7.9 -9.4 -9.2 30.8
2010 6.5 4.8 5 13.2 -6.3 6.5 -8.3 -7.5 4.3 8.1 5.1 -4.7 27.1
2011 -0.3 0.1 16 -12.3 -7.8 -3.6 -1.8 -2.1 4.1 4.6 6.8 -0.8 0
2012 2.7 0.8 -2.7 2.7 3.5 -0.8 5.1 -6.5 -1.4 1.4 2.4 6.3 13.7
2013 0.3 4.4 1.8 6.4 -2.2 8.3 0.6 4.1 -0.6 5.6 0.8 6.5 41.6
2014 3.2 0.4 5.6 -4.1 4.4 -5.3 5.5 1.1 -5 -1.6 5.3 -3.8 4.7
2015 -4 1.6 5.3 -3.9 -6.9 2.8 2.3 1.7 -3.1 1.1 9.4 -2.4 2.6
2016 2.9 9 -5.1 1.6 1.4 5.4 0.6 2.5 1.7 6.3 1.4 -7.5 20.9
2017 -0.2 1.8 1.9 5.4 -1.1 0.3 1.7 -0.7 0.7 1.6 1.7 0.3 14.2
2018 -11.8 2.1 -11.6 -0.4 5.3 1.5 1.4 6 0.5 1.9 -3.6 2.6 -7.7
2019 -0.5 4.4 2.2 -1.2 -3.6 2.7 7.2 -5.7 4.2 -2 4.8 11.7 25.3
2020 10.3 15.1 -0.2 -13.4 3.4 5.6 1.9 9.6 13.8 -18.3 -7 0 15.8
2021 -24.1 -4.5 6.3 -4.1 2.3 -0.7 5.1 -2.6 38.4 -26.1 41.4 -24 -15.3
2022 -22.2 1.3 6.5 -8.2 -2.6 11.2 -4.8 -1.9 -13.4 -1.1 -1.5 -13.2 -43.1
2023 10.1 9.7 -8 -6.5 -3.6 3.8 6.7 -0.6 -0.9 -1.5 -0.6 10.4 18.2
2024 -5.3 2.5 6.6 -3.3 0 0 0 0 0 0 0 0 0