Nasdaq - Delayed Quote USD
Wilshire Small Company Value Portfolio (DTSVX)
21.97
+1.62
+(7.96%)
At close: 8:03:54 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® 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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.79% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 22 |
| Number of Years Down | 10 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| DTSVX | Category Average | DTSVX | Category Average | DTSVX | Category Average | |
| Alpha | -5.99 | -0.12 | -0.95 | -0.08 | -6.57 | -0.07 |
| BETA | 1.11 | 0.01 | 1.03 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.4 | 0.01 | 1.51 | 0.01 | 0.66 | 0.01 |
| R-squared | 66.98 | 0.78 | 62.73 | 0.72 | 68 | 0.73 |
| Standard Deviation | 23.4 | 0.28 | 22 | 0.23 | 21.12 | 0.2 |
| Sharpe Ratio | 0.01 | 0 | 0.7 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | -2.15 | 0.06 | 13.78 | 0.09 | 3.4 | 0.08 |
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