Wilshire Small Company Value Portfolio
Monthly Returns (%)Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1996 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 3.44 | 2.83 | 1.04 | 6.11 | -14.83 | 0 |
1997 | 1.12 | 2.21 | -2.71 | 1.74 | 6.84 | 3.52 | 5.44 | 1.06 | 5.4 | -2.7 | 1.98 | 4.27 | 31.5 |
1998 | -2.87 | 6.97 | 3.99 | -0.4 | -2.72 | -1.81 | -7.53 | -11.74 | 2.91 | 3.53 | 2.8 | 2.85 | -5.5 |
1999 | -4.86 | -5.84 | -1.94 | 8.14 | 2.63 | 1.64 | -0.84 | -3.88 | -4.48 | -3 | 0 | -1.39 | -13.7 |
2000 | -8.89 | -0.27 | 6.52 | 1.53 | 0.08 | -3.85 | 2.26 | 4.77 | -0.24 | 2.77 | -0.24 | 9.45 | 13.4 |
2001 | 1.39 | 2.24 | -2.76 | 5.53 | 3.03 | -0.54 | 2.83 | 1.64 | -11.4 | 1.53 | 8.02 | 6.18 | 17.6 |
2002 | 0.63 | 2.82 | 6.46 | 2.12 | -1.57 | -3.93 | -13.04 | 1.09 | -7.01 | 2.54 | 4.95 | -3.3 | -9.5 |
2003 | -3.34 | -4.18 | 0.38 | 9.82 | 8.46 | 0.76 | 4.06 | 4.14 | -2.36 | 8.15 | 3.27 | 3.81 | 36.9 |
2004 | 3.07 | 2.08 | 1.7 | -4.06 | 1.3 | 6.05 | -3.53 | 0.53 | 4.45 | -0.27 | 8.49 | 3.33 | 24.9 |
2005 | -3.58 | 3.14 | -1.87 | -6.15 | 5.33 | 4.24 | 6.43 | -1.56 | 0.53 | -3.91 | 4.3 | -0.37 | 5.8 |
2006 | 9.4 | -1.56 | 5.61 | 0.85 | -4.47 | 1.4 | -3.28 | 1.32 | 1.26 | 4.86 | 3.4 | 0.38 | 20 |
2007 | 1.38 | 0.37 | 1.3 | 2.16 | 4.67 | -1.54 | -8.24 | 0.64 | 1.16 | 2.77 | -7.82 | 0.82 | -3.2 |
2008 | -7.59 | -3.39 | -0.2 | 5.14 | 4.63 | -8.11 | 2.87 | 3.44 | -6.6 | -20.71 | -11.62 | 7.76 | -32.4 |
2009 | -13.97 | -13.29 | 8.52 | 14.8 | 2.93 | -0.85 | 11.58 | 5.15 | 6.69 | -6.88 | 3.53 | 7.59 | 23.1 |
2010 | -1.93 | 4.7 | 8.18 | 7.76 | -9.5 | -9.68 | 7.45 | -7.14 | 9.44 | 4.11 | 2.94 | 8.12 | 23.8 |
2011 | -0.97 | 5.87 | 0.64 | 2.24 | -2.53 | -1.61 | -3.22 | -8.65 | -11.72 | 15.38 | -0.33 | 0.22 | -6.9 |
2012 | 6.25 | 2.48 | 2.6 | -1.53 | -6.7 | 4.23 | 0.55 | 3.43 | 3.2 | -1.09 | 0 | 3.38 | 17.4 |
2013 | 6.48 | 1.6 | 4.52 | -0.1 | 5.04 | -0.19 | 6.63 | -3.83 | 6.32 | 4.58 | 4 | 2.68 | 44.2 |
2014 | -4.72 | 5.04 | 0.98 | -2.41 | -0.25 | 5.62 | -6.26 | 5.55 | -5.97 | 6.52 | -0.43 | 5.58 | 8.3 |
2015 | -3.96 | 4.98 | 2.65 | -2.96 | 1.5 | -0.04 | -2.75 | -5 | -2.61 | 6.72 | 3.48 | -4.63 | -3.4 |
2016 | -5.84 | 0.91 | 7.69 | 0.46 | 1.48 | -0.82 | 5.96 | 2.35 | 0.04 | -4.09 | 11.5 | 4.3 | 25.2 |
2017 | -1.08 | 1.63 | -0.41 | 0.75 | -3.74 | 2.3 | 1.92 | -3.68 | 7.73 | 2.37 | 1.96 | -0.43 | 9.2 |
2018 | 1.83 | -4.6 | 1.31 | 1 | 5.48 | 0.16 | 1.05 | 1.72 | -3 | -9.88 | 0.99 | -12.14 | -16.3 |
2019 | 10.25 | 4.16 | -2.68 | 4.35 | -7.91 | 6.53 | 0.47 | -4.65 | 3.79 | 2.18 | 2 | 1.64 | 20.5 |
2020 | 5.21 | 1.56 | 1.96 | 3.36 | 12.56 | -25.2 | -11.15 | -5.6 | -6.4 | 4.12 | 18.19 | 7.43 | -1.5 |
2021 | 2.46 | 12.41 | 5.57 | 2.77 | 2.99 | -1.91 | -2.56 | 2.63 | -1.12 | 4.08 | -2.84 | 3.75 | 30.9 |
2022 | -4 | 1.3 | -0.11 | -7.01 | 2.92 | -9.68 | 9.81 | -2.9 | -9.51 | 12.91 | 4.29 | -15.08 | -19 |
2023 | 9.86 | -0.7 | -7.04 | -2.2 | -2.42 | 9.17 | 6.41 | -4.61 | -4.2 | -5.88 | 8.38 | 7.73 | 12.9 |
2024 | -3.61 | 7.3 |