Nasdaq - Delayed Quote USD

Wilshire Large Company Growth Portfolio (DTLGX)

43.98
-0.17
(-0.39%)
As of 8:09:08 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 3.76%
5y Average Return 16.25%
Number of Years Up 24
Number of Years Down 8
Best 1Y Total Return (Jun 4, 2025) 39.81%
Worst 1Y Total Return (Jun 4, 2025) --
Best 3Y Total Return 39.81%
Worst 3Y Total Return 5.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
DTLGX
Category
YTD
1.43%
12.38%
1-Month
10.87%
5.09%
3-Month
2.76%
10.28%
1-Year
18.85%
41.70%
3-Year
20.16%
22.56%
5-Year
15.91%
21.98%
10-Year
14.18%
15.99%
Last Bull Market
25.31%
25.99%
Last Bear Market
-20.91%
-17.29%

Annual Total Return (%) History

Year
DTLGX
Category
2025
--
--
2024
36.02%
--
2023
39.81%
--
2022
-31.74%
--
2021
23.03%
--
2020
38.82%
35.86%
2019
28.61%
31.90%
2018
-1.90%
-2.09%

2017
26.93%
27.67%
2016
3.35%
3.23%
2015
6.15%
3.60%
2014
7.97%
10.00%
2013
30.22%
33.92%
2012
13.72%
15.34%
2011
-1.44%
-2.46%
2010
19.10%
15.53%
2009
33.60%
35.68%
2008
-41.88%
-40.67%
2007
16.33%
13.35%
2006
4.96%
7.05%
2005
8.46%
6.71%
2004
6.70%
7.81%
2003
26.45%
28.66%
2002
-21.77%
-27.64%
2001
-16.59%
-22.30%
2000
-15.59%
-13.05%
1999
33.95%
38.87%
1998
40.72%
34.55%
1997
32.22%
26.36%
1996
25.74%
19.76%
1995
36.65%
32.65%
1994
2.29%
-2.45%
1993
-0.74%
8.69%
1992
--
5.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.13% -- -- --
2024 14.02% 8.33% 2.72% 7.20%
2023 12.91% 12.63% -3.79% 14.27%
2022 -11.66% -20.91% -4.23% 2.02%
2021 2.07% 11.05% -0.72% 9.32%
2020 -12.06% 27.49% 12.39% 10.17%
2019 15.99% 3.91% -2.59% 9.54%
2018 2.38% 5.14% 7.61% -15.31%
2017 8.19% 5.86% 4.81% 5.74%
2016 -0.27% 1.53% 5.67% -3.40%

2015 3.23% 1.03% -5.73% 7.97%
2014 -1.88% 4.51% 1.01% 4.24%
2013 7.93% 0.85% 8.68% 10.08%
2012 15.69% -4.85% 6.05% -2.59%
2011 5.75% -0.30% -15.53% 10.67%
2010 4.69% -12.19% 15.58% 12.10%
2009 -3.53% 14.01% 13.92% 6.62%
2008 -12.99% 1.76% -14.41% -23.30%
2007 2.13% 6.90% 5.64% 0.87%
2006 3.68% -4.84% 0.73% 5.60%
2005 -4.69% 3.27% 6.65% 3.33%
2004 1.31% 1.26% -5.20% 9.72%
2003 -1.27% 13.53% 3.14% 9.39%
2002 -0.26% -14.77% -15.11% 8.41%
2001 -18.01% 6.15% -15.03% 12.80%
2000 4.31% -2.95% -2.51% -14.47%
1999 7.60% 3.50% -3.14% 24.17%
1998 16.10% 5.02% -7.91% 25.32%
1997 2.28% 19.33% 6.76% 1.47%
1996 5.61% 7.43% 4.49% 6.06%
1995 9.35% 10.22% 8.76% 4.25%
1994 -4.17% -1.29% 6.53% 1.51%
1993 -1.28% -3.58% -0.08% 4.36%
1992 7.48% -- -- --

Rank in Category (By Total Return)

YTD 39
1-Month 11
3-Month 19
1-Year 19
3-Year 23
5-Year 31

Load Adjusted Returns

1-Year 18.85%
3-Year 20.16%
5-Year 15.91%
10-Year 14.18%

Performance & Risk

YTD Return 3.76%
5y Average Return 16.25%
Rank in Category (ytd) 39
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Wilshire Mutual Funds
Net Assets 262.48M
YTD Return 1.43%
Yield 0.00%
Morningstar Rating
Inception Date Jul 15, 1996

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000® Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

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