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Wilshire Small Company Growth Instl (WSMGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.88-0.02 (-0.11%)
At close: 04:43PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.57%
5-Year Average Return4.81%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (Apr 17, 2024)41.58%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return41.58%
Worst 3-Yr Total Return-2.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWSMGXCategory
YTD5.61%12.40%
1-Month2.48%3.37%
3-Month5.61%4.88%
1-Year15.38%55.69%
3-Year-2.90%19.34%
5-Year6.91%20.72%
10-Year8.06%13.98%
Last Bull Market45.34%27.85%
Last Bear Market-19.15%-24.06%

Annual Total Return (%) History

Year
WSMGXCategory
2024
N/AN/A
2023
18.21%N/A
2022
-31.42%N/A
2021
13.36%N/A
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
N/A18.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.61%N/AN/AN/A
20238.20%5.07%-6.53%11.24%
2022-15.52%-19.15%-0.65%1.06%
20216.02%6.25%-2.53%3.25%
2020-23.97%27.10%5.61%26.70%
201914.60%5.34%-2.17%8.01%
20180.81%8.00%6.40%-20.27%
20173.71%1.69%4.53%3.38%
2016-0.29%4.84%8.58%6.41%
20157.96%0.82%-8.13%2.53%
2014-0.27%1.30%-5.23%8.35%
201313.23%4.11%12.62%6.64%
201210.42%-3.05%5.46%0.75%
201110.84%0.11%-22.08%15.67%
20108.38%-11.81%13.00%17.22%
2009-11.27%18.20%17.78%5.89%
2008-14.69%7.84%-9.81%-26.68%
20073.57%5.82%0.00%-0.92%
200611.82%-6.79%-1.17%8.14%
2005-4.21%3.01%4.55%0.68%
20045.40%2.20%-3.73%13.37%
2003-4.91%18.66%8.70%11.94%
20025.12%-7.27%-15.45%4.50%
2001-14.13%15.62%-18.81%20.57%
20006.65%-2.08%1.30%-4.26%
1999-10.52%14.36%-7.25%20.83%
199813.75%-8.15%-22.83%19.77%
1997-10.53%18.88%13.38%-7.46%
1996-2.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD73
1-Month55
3-Month73
1-Year67
3-Year66
5-Year80

Load Adjusted Returns

1-Year15.38%
3-Year-2.90%
5-Year6.91%
10-Year8.06%