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Wilshire Large Company Value Instl (WLCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.26-0.09 (-0.42%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.23%
5-Year Average Return8.56%
Number of Years Up17
Number of Years Down10
Best 1 Yr Total Return (Jun 27, 2024)36.85%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return36.85%
Worst 3-Yr Total Return2.98%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWLCVXCategory
YTD7.79%4.44%
1-Month3.12%-4.04%
3-Month3.52%4.09%
1-Year24.34%14.37%
3-Year5.87%6.04%
5-Year10.29%9.20%
10-Year7.48%8.57%
Last Bull Market25.85%22.97%
Last Bear Market-13.93%-11.27%

Annual Total Return (%) History

Year
WLCVXCategory
2024
N/AN/A
2023
16.27%11.63%
2022
-11.97%-5.90%
2021
27.26%26.22%
2020
-0.52%2.91%
2019
23.99%25.04%
2018
-11.47%-8.53%
2017
14.99%15.94%
2016
15.78%14.81%
2015
-5.07%-4.05%
2014
11.05%10.21%
2013
36.85%31.21%
2012
16.18%14.57%
2011
-2.95%-0.75%
2010
13.57%13.66%
2009
28.60%24.13%
2008
-41.41%-37.09%
2007
-1.87%1.42%
2006
18.89%18.15%
2005
9.18%5.95%
2004
13.62%12.97%
2003
28.83%28.44%
2002
-17.04%-18.69%
2001
-0.95%-4.99%
2000
17.28%7.87%
1999
-6.56%6.72%
1998
10.45%12.00%
1997
30.23%26.61%
1996
N/A20.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.89%N/AN/AN/A
20232.89%4.90%-2.62%10.63%
2022-3.68%-13.93%-5.63%12.51%
202110.28%6.77%-0.52%8.65%
2020-31.02%15.26%3.29%21.14%
201910.64%3.29%0.82%7.61%
2018-2.10%0.20%4.43%-13.58%
20172.72%2.07%3.21%6.25%
2016-0.75%2.32%4.75%8.84%
2015-0.66%0.57%-9.80%5.35%
20142.56%4.63%-0.82%4.35%
201312.84%5.08%4.72%10.21%
201213.66%-5.28%6.51%1.32%
20116.72%0.13%-19.25%12.47%
20106.65%-12.83%10.85%10.21%
2009-14.49%20.21%21.28%3.15%
2008-12.29%-2.21%-12.13%-22.27%
20070.65%6.00%-2.77%-5.41%
20065.62%-0.76%5.63%7.38%
2005-0.32%2.29%5.10%1.89%
20043.36%0.75%0.61%8.45%
2003-3.62%15.65%2.52%12.74%
20025.13%-8.65%-16.72%3.73%
2001-1.65%4.93%-12.40%9.57%
20001.91%-5.15%14.92%5.57%
1999-0.09%7.59%-14.11%1.22%
19989.74%-0.13%-11.38%13.73%
19971.39%11.44%11.14%3.70%
19969.89%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month48
3-Month58
1-Year35
3-Year58
5-Year73

Load Adjusted Returns

1-Year24.34%
3-Year5.87%
5-Year10.29%
10-Year7.48%