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Wilshire Small Company Value Instl (WSMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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26.43+0.27 (+1.03%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.38%
5-Year Average Return7.75%
Number of Years Up18
Number of Years Down9
Best 1 Yr Total Return (May 2, 2024)44.16%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return44.16%
Worst 3-Yr Total Return0.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWSMVXCategory
YTD-3.11%26.79%
1-Month-6.21%-1.77%
3-Month0.51%4.45%
1-Year14.89%71.02%
3-Year2.78%9.35%
5-Year7.33%12.17%
10-Year7.06%9.95%
Last Bull Market25.65%28.07%
Last Bear Market-13.56%-24.24%

Annual Total Return (%) History

Year
WSMVXCategory
2024
N/AN/A
2023
17.62%N/A
2022
-10.13%N/A
2021
32.40%N/A
2020
0.73%4.02%
2019
21.60%21.43%
2018
-16.18%-15.46%
2017
8.97%8.54%
2016
25.16%25.99%
2015
-3.52%-6.71%
2014
6.47%3.34%
2013
44.16%36.22%
2012
17.41%16.00%
2011
-6.95%-4.45%
2010
23.80%26.17%
2009
23.11%31.32%
2008
-32.37%-32.24%
2007
-3.18%-6.08%
2006
20.05%16.27%
2005
5.73%6.40%
2004
23.11%21.14%
2003
36.86%42.38%
2002
-7.77%-10.12%
2001
17.55%15.92%
2000
13.39%18.64%
1999
-12.01%6.78%
1998
-5.45%-6.93%
1997
31.18%27.89%
1996
N/A22.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.30%N/AN/AN/A
20231.42%4.19%-2.76%14.48%
2022-2.85%-13.56%-3.52%10.92%
202121.51%3.82%-1.12%6.14%
2020-37.26%18.63%2.29%32.31%
201911.76%2.37%-0.57%6.89%
2018-1.58%6.70%-0.28%-19.96%
20170.12%-0.79%5.75%3.73%
20162.32%1.11%8.51%11.49%
20153.49%-1.54%-10.02%5.23%
20141.06%2.82%-6.97%10.14%
201313.08%4.73%9.03%11.64%
201211.72%-4.24%7.32%2.26%
20115.51%-1.95%-21.96%15.24%
201011.08%-11.91%9.19%15.87%
2009-19.06%17.15%25.17%3.73%
2008-10.90%1.08%-0.60%-24.46%
20073.07%5.29%-6.58%-4.50%
200613.72%-2.30%-0.77%8.89%
2005-2.42%3.05%5.32%-0.17%
20047.01%3.06%1.30%10.20%
2003-7.04%20.01%5.81%15.93%
200210.15%-3.43%-18.26%6.07%
20010.81%9.32%-8.39%16.44%
2000-3.21%-2.30%6.88%12.19%
1999-12.14%12.80%-8.96%-2.46%
19988.05%-4.85%-16.01%9.51%
19970.56%12.53%12.31%3.23%
19967.86%N/AN/AN/A

Rank In Category (By Total Return)

YTD73
1-Month63
3-Month73
1-Year56
3-Year49
5-Year59

Load Adjusted Returns

1-Year14.89%
3-Year2.78%
5-Year7.33%
10-Year7.06%