Nasdaq - Delayed Quote USD

Wilshire Small Company Growth Instl (WSMGX)

19.37 +0.17 (+0.89%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.04%
5y Average Return 4.74%
Number of Years Up 20
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 41.58%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 41.58%
Worst 3Y Total Return -2.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WSMGX
Category
YTD
5.61%
12.40%
1-Month
2.48%
3.37%
3-Month
5.61%
4.88%
1-Year
15.38%
55.69%
3-Year
-2.90%
19.34%
5-Year
6.91%
20.72%
10-Year
8.06%
13.98%
Last Bull Market
45.34%
27.85%
Last Bear Market
-19.15%
-24.06%

Annual Total Return (%) History

Year
WSMGX
Category
2024
--
--
2023
18.21%
--
2022
-31.42%
--
2021
13.36%
--
2020
29.30%
38.62%
2019
27.56%
27.68%
2018
-7.63%
-5.76%
2017
13.96%
21.50%

2016
20.79%
11.20%
2015
2.53%
-2.41%
2014
3.75%
2.44%
2013
41.58%
40.91%
2012
13.73%
13.15%
2011
0.00%
-3.55%
2010
26.60%
26.98%
2009
30.81%
35.46%
2008
-39.17%
-41.55%
2007
8.58%
7.59%
2006
11.40%
10.81%
2005
3.87%
6.02%
2004
17.56%
12.41%
2003
37.30%
45.54%
2002
-13.87%
-27.88%
2001
-2.81%
-8.91%
2000
1.28%
-3.85%
1999
14.69%
64.77%
1998
-3.44%
5.23%
1997
11.60%
17.41%
1996
--
18.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.61% -- -- --
2023 8.20% 5.07% -6.53% 11.24%
2022 -15.52% -19.15% -0.65% 1.06%
2021 6.02% 6.25% -2.53% 3.25%
2020 -23.97% 27.10% 5.61% 26.70%
2019 14.60% 5.34% -2.17% 8.01%
2018 0.81% 8.00% 6.40% -20.27%
2017 3.71% 1.69% 4.53% 3.38%
2016 -0.29% 4.84% 8.58% 6.41%
2015 7.96% 0.82% -8.13% 2.53%

2014 -0.27% 1.30% -5.23% 8.35%
2013 13.23% 4.11% 12.62% 6.64%
2012 10.42% -3.05% 5.46% 0.75%
2011 10.84% 0.11% -22.08% 15.67%
2010 8.38% -11.81% 13.00% 17.22%
2009 -11.27% 18.20% 17.78% 5.89%
2008 -14.69% 7.84% -9.81% -26.68%
2007 3.57% 5.82% 0.00% -0.92%
2006 11.82% -6.79% -1.17% 8.14%
2005 -4.21% 3.01% 4.55% 0.68%
2004 5.40% 2.20% -3.73% 13.37%
2003 -4.91% 18.66% 8.70% 11.94%
2002 5.12% -7.27% -15.45% 4.50%
2001 -14.13% 15.62% -18.81% 20.57%
2000 6.65% -2.08% 1.30% -4.26%
1999 -10.52% 14.36% -7.25% 20.83%
1998 13.75% -8.15% -22.83% 19.77%
1997 -10.53% 18.88% 13.38% -7.46%
1996 -2.59% -- -- --

Rank in Category (By Total Return)

YTD 73
1-Month 55
3-Month 73
1-Year 67
3-Year 66
5-Year 80

Load Adjusted Returns

1-Year 15.38%
3-Year -2.90%
5-Year 6.91%
10-Year 8.06%

Performance & Risk

YTD Return -2.04%
5y Average Return 4.74%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Wilshire Mutual Funds
Net Assets 26.48M
YTD Return 5.61%
Yield 0.00%
Morningstar Rating
Inception Date Jul 15, 1996

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.

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