Wilshire Small Company Value Portfolio
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1992 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -1.68 | 4.56 | 4.99 | 0 |
1993 | 3 | 2.18 | 3.56 | -3.16 | 0.64 | 0.71 | 1.19 | 2.49 | 2.09 | -0.53 | -3.52 | 1.16 | 10 |
1994 | 0.63 | -1.52 | -3.31 | 0.8 | -0.65 | -0.15 | 1.82 | 2.29 | -2.09 | -1.85 | -2.62 | 1.71 | -5 |
1995 | 1.9 | 3.43 | -0.58 | 1.96 | 2.13 | 2.5 | 2.65 | 1.85 | 2.92 | -1.01 | 3.57 | -1.37 | 21.7 |
1996 | 0.65 | 0.58 | 1.4 | -0.31 | 1.39 | 0.19 | -4.41 | 3.44 | 2.83 | 1.04 | 6.11 | 0.65 | 14 |
1997 | 1.05 | 2.21 | -2.71 | 1.74 | 6.91 | 3.58 | 5.44 | 1.05 | 5.39 | -2.7 | 1.92 | 4.3 | 31.5 |
1998 | -2.8 | 6.89 | 3.99 | -0.39 | -2.72 | -1.8 | -7.58 | -11.73 | 2.9 | 3.46 | 2.87 | 2.78 | -5.6 |
1999 | -4.85 | -5.83 | -1.94 | 8.13 | 2.63 | 1.49 | -0.84 | -3.89 | -4.56 | -3 | 0 | -1.39 | -13.9 |
2000 | -8.87 | -0.36 | 6.52 | 1.53 | 0.08 | -3.93 | 2.35 | 4.68 | -0.24 | 2.77 | -0.32 | 9.49 | 13.2 |
2001 | 1.32 | 2.24 | -2.76 | 5.53 | 2.96 | -0.54 | 2.76 | 1.7 | -11.46 | 1.53 | 7.95 | 6.18 | 17.2 |
2002 | 0.63 | 2.82 | 6.4 | 2.12 | -1.63 | -3.93 | -13.06 | 1.02 | -7.03 | 2.54 | 4.96 | -3.17 | -9.6 |
2003 | -3.42 | -4.19 | 0.38 | 9.76 | 8.48 | 0.76 | 4 | 4.09 | -2.37 | 8.11 | 3.23 | 3.78 | 36.4 |
2004 | 3.07 | 2.04 | 1.66 | -4.07 | 1.3 | 5.97 | -3.49 | 0.48 | 4.41 | -0.28 | 8.43 | 1.85 | 22.8 |
2005 | -3.63 | 3.14 | -1.92 | -6.16 | 5.3 | 4.21 | 6.45 | -1.57 | 0.49 | -3.92 | 4.22 | -0.37 | 5.4 |
2006 | 9.39 | -1.62 | 5.59 | 0.81 | -4.5 | 1.41 | -3.36 | 1.28 | 1.27 | 4.79 | 3.38 | 0.39 | 19.6 |
2007 | 1.39 | 0.37 | 1.26 | 2.12 | 4.66 | -1.55 | -8.3 | 0.64 | 1.12 | 2.74 | -7.84 | 0.78 | -3.5 |
2008 | -7.64 | -3.41 | -0.48 | 5.12 | 4.61 | -8.14 | 2.84 | 3.42 | -6.68 | -20.71 | -11.68 | 7.75 | -32.8 |
2009 | -14 | -13.19 | 8.46 | 14.69 | 2.96 | -0.96 | 11.69 | 5.02 | 6.75 | -6.94 | 3.48 | 7.55 | 22.8 |
2010 | -1.88 | 4.67 | 8.19 | 7.7 | -9.54 | -9.64 | 7.37 | -7.15 | 9.47 | 4.08 | 2.91 | 8.1 | 23.6 |
2011 | -0.98 | 5.87 | 0.58 | 2.26 | -2.55 | -1.69 | -3.26 | -8.76 | -11.81 | 15.3 | -0.4 | 0.12 | -7.5 |
2012 | 6.25 | 2.44 | 2.63 | -1.55 | -6.71 | 4.21 | 0.5 | 3.47 | 3.11 | -1.04 | -0.06 | 3.38 | 17.2 |
2013 | 6.44 | 1.62 | 4.52 | -0.1 | 4.99 | -0.19 | 6.6 | -3.87 | 6.3 | 4.55 | 3.97 | 2.66 | 43.9 |
2014 | -4.73 | 4.96 | 0.99 | -2.48 | -0.25 | 5.61 | -6.26 | 5.49 | -5.97 | 6.43 | -0.44 | 5.65 | 8 |
2015 | -4.02 | 4.97 | 2.6 | -2.96 | 1.48 | -0.09 | -2.75 | -5.04 | -2.65 | 6.7 | 3.5 | -4.66 | -3.7 |
2016 | -5.88 | 0.92 | 7.61 | 0.47 | 1.41 | -0.83 | 5.93 | 2.35 | 0.04 | -4.08 | 11.44 | 4.3 | 24.9 |
2017 | -1.14 | 1.62 | -0.42 | 0.72 | -3.76 | 2.3 | 1.91 | -3.71 | 7.7 | 2.33 | 1.96 | -0.48 | 8.9 |
2018 | 1.83 | -4.61 | 1.3 | 0.97 | 5.47 | 0.12 | 1.04 | 1.68 | -2.99 | -9.86 | 0.92 | -12.15 | -16.4 |
2019 | 10.26 | 4.15 | -2.74 | 4.35 | -7.95 | 6.53 | 0.43 | -4.66 | 3.78 | 2.14 | 2 | 1.86 | 20.5 |
2020 | 5.22 | 1.54 | 1.95 | 3.31 | 12.55 | -25.22 | -11.15 | -5.63 | -6.5 | 4.09 | 18.17 | 7.42 | -1.8 |
2021 | 2.43 | 11.36 | 5.55 | 3.68 | 2.99 | -1.96 | -2.55 | 2.58 | -1.15 | 4.08 | -2.88 | 3.96 | 30.8 |
2022 | -3.99 | 1.3 | -0.15 | -7.01 | 2.88 | -9.67 | 9.77 | -2.94 | -9.53 | 12.86 | 4.29 | -15.08 | -19.1 |
2023 | 9.83 | -0.72 | -7.03 | -2.22 | -2.49 | 9.21 | 6.39 | -4.67 | -4.2 | -5.93 | 8.36 | 7.8 | 12.7 |
2024 | -3.6 | 5.8 |