Nasdaq - Delayed Quote • USD
Wilshire Small Company Growth Invmt (DTSGX)
At close: 8:00 PM EDT
Fund Summary
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizations—generally within the range of companies comprising the Russell 2000® Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.25% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -1.23% |
| 5y Average Return | 4.53% |
| Rank in Category (ytd) | 75 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.07 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DTSGX | Category Average | DTSGX | Category Average | DTSGX | Category Average | |
| Alpha | -13.99 | -0.02 | -8.16 | 0.01 | -5.39 | -0.02 |
| BETA | 1.07 | 0.01 | 1.1 | 0.01 | 1.12 | 0.01 |
| Mean Annual Return | -0.08 | 0.02 | 0.75 | 0.02 | 0.78 | 0.01 |
| R-squared | 76.21 | 0.78 | 79.02 | 0.73 | 75.73 | 0.73 |
| Standard Deviation | 21.5 | 0.26 | 22.82 | 0.21 | 19.45 | 0.19 |
| Sharpe Ratio | -0.18 | 0.01 | 0.3 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -5.73 | 0.15 | 4.06 | 0.17 | 5.64 | 0.11 |
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