Nasdaq - Delayed Quote USD
Wilshire Small Company Value Portfolio (DTSVX)
21.97
+1.62
+(7.96%)
At close: 8:03:54 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -19.79% |
| 5y Average Return | 13.17% |
| Number of Years Up | 22 |
| Number of Years Down | 10 |
| Best 1Y Total Return (Apr 8, 2025) | 43.79% |
| Worst 1Y Total Return (Apr 8, 2025) | -- |
| Best 3Y Total Return | 43.79% |
| Worst 3Y Total Return | 0.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
DTSVX
Category
- YTD
- -8.44%
- 26.79%
- 1-Month
- -6.41%
- -1.77%
- 3-Month
- -8.44%
- 4.45%
- 1-Year
- -4.52%
- 71.02%
- 3-Year
- 2.22%
- 9.35%
- 5-Year
- 17.02%
- 12.17%
- 10-Year
- 5.83%
- 9.95%
- Last Bull Market
- 21.12%
- 28.07%
- Last Bear Market
- -13.58%
- -24.24%
Annual Total Return (%) History
Year
DTSVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -8.44% | -- | -- | -- |
| 2024 | 3.29% | -3.48% | 8.94% | -0.83% |
| 2023 | 1.37% | 4.13% | -2.84% | 14.36% |
| 2022 | -2.89% | -13.58% | -3.61% | 10.85% |
| 2021 | 21.45% | 3.72% | -1.18% | 6.07% |
| 2020 | -37.30% | 18.54% | 2.22% | 32.25% |
| 2019 | 11.69% | 2.32% | -0.63% | 6.82% |
| 2018 | -1.61% | 6.63% | -0.33% | -20.00% |
| 2017 | 0.04% | -0.84% | 5.69% | 3.63% |
| 2016 | 2.22% | 1.04% | 8.48% | 11.44% |
| 2015 | 3.37% | -1.61% | -10.11% | 5.19% |
| 2014 | 0.99% | 2.73% | -7.01% | 10.06% |
| 2013 | 13.05% | 4.68% | 8.94% | 11.55% |
| 2012 | 11.70% | -4.29% | 7.21% | 2.25% |
| 2011 | 5.45% | -2.03% | -22.16% | 14.97% |
| 2010 | 11.11% | -11.96% | 9.13% | 15.78% |
| 2009 | -19.03% | 16.95% | 25.22% | 3.57% |
| 2008 | -11.22% | 1.02% | -0.74% | -24.52% |
| 2007 | 3.04% | 5.22% | -6.68% | -4.57% |
| 2006 | 13.63% | -2.37% | -0.88% | 8.80% |
| 2005 | -2.52% | 2.96% | 5.29% | -0.25% |
| 2004 | 6.92% | 2.97% | 1.26% | 10.14% |
| 2003 | -7.11% | 19.97% | 5.69% | 15.82% |
| 2002 | 10.09% | -3.49% | -18.34% | 6.06% |
| 2001 | 0.73% | 9.24% | -8.46% | 16.37% |
| 2000 | -3.29% | -2.38% | 6.88% | 12.15% |
| 1999 | -12.14% | 12.63% | -9.04% | -2.45% |
| 1998 | 8.04% | -4.85% | -16.05% | 9.43% |
| 1997 | 0.49% | 12.67% | 12.29% | 3.20% |
| 1996 | 2.65% | 1.26% | 1.68% | 7.82% |
| 1995 | 4.78% | 6.73% | 7.60% | 4.01% |
| 1994 | -4.18% | 0.00% | 1.96% | -2.30% |
| 1993 | 8.99% | -1.86% | 5.88% | -1.86% |
| 1992 | 7.92% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 82 |
| 3-Month | 68 |
| 1-Year | 64 |
| 3-Year | 53 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | -4.52% |
| 3-Year | 2.22% |
| 5-Year | 17.02% |
| 10-Year | 5.83% |
Performance & Risk
| YTD Return | -19.79% |
| 5y Average Return | 13.17% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Wilshire Mutual Funds |
| Net Assets | 22.13M |
| YTD Return | -8.44% |
| Yield | 1.14% |
| 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® Value Index. It invests, generally, in companies with relatively low price to book value ratios, relatively low price to earnings ratios and relatively high dividend yields (dividend yields for small companies are generally less than those of large companies).
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