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Wilshire Small Company Value Invmt (DTSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.09-0.27 (-1.02%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.03%
5-Year Average Return8.98%
Number of Years Up21
Number of Years Down10
Best 1 Yr Total Return (May 21, 2024)43.79%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return43.79%
Worst 3-Yr Total Return0.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDTSVXCategory
YTD-3.17%26.79%
1-Month-6.25%-1.77%
3-Month0.45%4.45%
1-Year14.58%71.02%
3-Year2.53%9.35%
5-Year7.06%12.17%
10-Year6.79%9.95%
Last Bull Market25.57%28.07%
Last Bear Market-13.58%-24.24%

Annual Total Return (%) History

Year
DTSVXCategory
2024
N/AN/A
2023
17.29%N/A
2022
-10.32%N/A
2021
32.04%N/A
2020
0.47%4.02%
2019
21.32%21.43%
2018
-16.35%-15.46%
2017
8.65%8.54%
2016
24.86%25.99%
2015
-3.83%-6.71%
2014
6.17%3.34%
2013
43.79%36.22%
2012
17.20%16.00%
2011
-7.54%-4.45%
2010
23.60%26.17%
2009
22.81%31.32%
2008
-32.81%-32.24%
2007
-3.46%-6.08%
2006
19.64%16.27%
2005
5.41%6.40%
2004
22.77%21.14%
2003
36.41%42.38%
2002
-7.98%-10.12%
2001
17.23%15.92%
2000
13.16%18.64%
1999
-12.20%6.78%
1998
-5.57%-6.93%
1997
31.20%27.89%
1996
13.94%22.50%
1995
25.15%22.49%
1994
-4.54%-0.53%
1993
11.15%17.24%
1992
N/A19.74%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.29%N/AN/AN/A
20231.37%4.13%-2.84%14.36%
2022-2.89%-13.58%-3.61%10.85%
202121.45%3.72%-1.18%6.07%
2020-37.30%18.54%2.22%32.25%
201911.69%2.32%-0.63%6.82%
2018-1.61%6.63%-0.33%-20.00%
20170.04%-0.84%5.69%3.63%
20162.22%1.04%8.48%11.44%
20153.37%-1.61%-10.11%5.19%
20140.99%2.73%-7.01%10.06%
201313.05%4.68%8.94%11.55%
201211.70%-4.29%7.21%2.25%
20115.45%-2.03%-22.16%14.97%
201011.11%-11.96%9.13%15.78%
2009-19.03%16.95%25.22%3.57%
2008-11.22%1.02%-0.74%-24.52%
20073.04%5.22%-6.68%-4.57%
200613.63%-2.37%-0.88%8.80%
2005-2.52%2.96%5.29%-0.25%
20046.92%2.97%1.26%10.14%
2003-7.11%19.97%5.69%15.82%
200210.09%-3.49%-18.34%6.06%
20010.73%9.24%-8.46%16.37%
2000-3.29%-2.38%6.88%12.15%
1999-12.14%12.63%-9.04%-2.45%
19988.04%-4.85%-16.05%9.43%
19970.49%12.67%12.29%3.20%
19962.65%1.26%1.68%7.82%
19954.78%6.73%7.60%4.01%
1994-4.18%0.00%1.96%-2.30%
19938.99%-1.86%5.88%-1.86%
19927.92%N/AN/AN/A

Rank In Category (By Total Return)

YTD74
1-Month66
3-Month75
1-Year59
3-Year52
5-Year65

Load Adjusted Returns

1-Year14.58%
3-Year2.53%
5-Year7.06%
10-Year6.79%