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
1996 -14.8 6.1 1 2.8 3.4 0 0 0 0 0 0 0 0
1997 4.3 2 -2.7 5.4 1.1 5.4 3.5 6.8 1.7 -2.7 2.2 1.1 31.5
1998 2.9 2.8 3.5 2.9 -11.7 -7.5 -1.8 -2.7 -0.4 4 7 -2.9 -5.5
1999 -1.4 0 -3 -4.5 -3.9 -0.8 1.6 2.6 8.1 -1.9 -5.8 -4.9 0
2000 9.5 -0.2 2.8 -0.2 4.8 2.3 -3.9 0.1 1.5 6.5 -0.3 -8.9 13.4
2001 6.2 8 1.5 -11.4 1.6 2.8 -0.5 3 5.5 -2.8 2.2 1.4 17.6
2002 -3.3 5 2.5 -7 1.1 -13 -3.9 -1.6 2.1 6.5 2.8 0.6 -9.5
2003 3.8 3.3 8.2 -2.4 4.1 4.1 0.8 8.5 9.8 0.4 -4.2 -3.3 36.9
2004 3.3 8.5 -0.3 4.5 0.5 -3.5 6.1 1.3 -4.1 1.7 2.1 3.1 24.9
2005 -0.4 4.3 -3.9 0.5 -1.6 6.4 4.2 5.3 -6.2 -1.9 3.1 -3.6 0
2006 0.4 3.4 4.9 1.3 1.3 -3.3 1.4 -4.5 0.9 5.6 -1.6 9.4 20
2007 0.8 -7.8 2.8 1.2 0.6 -8.2 -1.5 4.7 2.2 1.3 0.4 1.4 -3.2
2008 7.8 -11.6 -20.7 -6.6 3.4 2.9 -8.1 4.6 5.1 -0.2 -3.4 -7.6 -32.4
2009 7.6 3.5 -6.9 6.7 5.2 11.6 -0.9 2.9 14.8 8.5 -13.3 -14 23.1
2010 8.1 2.9 4.1 9.4 -7.1 7.5 -9.7 -9.5 7.8 8.2 4.7 -1.9 23.8
2011 0.2 -0.3 15.4 -11.7 -8.7 -3.2 -1.6 -2.5 2.2 0.6 5.9 -1 -6.9
2012 3.4 0 -1.1 3.2 3.4 0.6 4.2 -6.7 -1.5 2.6 2.5 6.3 17.4
2013 2.7 4 4.6 6.3 -3.8 6.6 -0.2 5 -0.1 4.5 1.6 6.5 44.2
2014 5.6 -0.4 6.5 -6 5.6 -6.3 5.6 -0.3 -2.4 1 5 -4.7 8.2
2015 -4.6 3.5 6.7 -2.6 -5 -2.8 -0 1.5 -3 2.7 5 -4 -3.4
2016 4.3 11.5 -4.1 0 2.4 6 -0.8 1.5 0.5 7.7 0.9 -5.8 25.2
2017 -0.4 2 2.4 7.7 -3.7 1.9 2.3 -3.7 0.8 -0.4 1.6 -1.1 0
2018 -12.1 1 -9.9 -3 1.7 1.1 0.2 5.5 1 1.3 -4.6 1.8 -16.3
2019 1.6 2 2.2 3.8 -4.7 0.5 6.5 -7.9 4.4 -2.7 4.2 10.3 20.5
2020 7.4 18.2 4.1 -6.4 5.2 1.6 2 3.4 12.6 -25.2 -11.2 -5.6 -1.5
2021 3.8 -2.8 4.1 -1.1 2.6 -2.6 -1.9 3 2.8 5.6 12.4 2.5 30.9
2022 -15.1 4.3 12.9 -9.5 -2.9 9.8 -9.7 2.9 -7 -0.1 1.3 -4 -19
2023 7.7 8.4 -5.9 -4.2 -4.6 6.4 9.2 -2.4 -2.2 -7 -0.7 9.9 12.9
2024 -5 4.7 2.3 -3.6 0 0 0 0 0 0 0 0 -3.5