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Wilshire Small Company Value Instl (WSMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.71+0.21 (+0.82%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.15%
5-year average return7.52%
Number of years up18
Number of years down9
Best 1-yr total return (18 Apr 2024)44.16%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return44.16%
Worst 3-yr total return0.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSMVXCategory
YTD3.30%26.79%
1-month4.74%-1.77%
3-month3.30%4.45%
1-year19.81%71.02%
3-year5.97%9.35%
5-year9.64%12.17%
10-year7.49%9.95%
Last bull market60.31%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)

YTD72
1-month55
3-month72
1-year54
3-year46
5-year57

Load adjusted returns

1-year19.81%
3-year5.97%
5-year9.64%
10-year7.49%