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Wilshire Large Company Growth Invmt (DTLGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.69-0.38 (-0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return24.60%
5-year average return16.85%
Number of years up23
Number of years down8
Best 1-yr total return (26 Jun 2024)39.81%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return39.81%
Worst 3-yr total return5.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDTLGXCategory
YTD16.09%12.38%
1-month7.01%5.09%
3-month3.92%10.28%
1-year36.17%41.70%
3-year8.13%22.56%
5-year16.61%21.98%
10-year13.65%15.99%
Last bull market32.04%25.99%
Last bear market-20.91%-17.29%

Annual total return (%) history

Year
DTLGXCategory
2024
N/AN/A
2023
39.81%N/A
2022
-31.74%N/A
2021
23.03%N/A
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
N/A5.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.02%N/AN/AN/A
202312.91%12.63%-3.79%14.27%
2022-11.66%-20.91%-4.23%2.02%
20212.07%11.05%-0.72%9.32%
2020-12.06%27.49%12.39%10.17%
201915.99%3.91%-2.59%9.54%
20182.38%5.14%7.61%-15.31%
20178.19%5.86%4.81%5.74%
2016-0.27%1.53%5.67%-3.40%
20153.23%1.03%-5.73%7.97%
2014-1.88%4.51%1.01%4.24%
20137.93%0.85%8.68%10.08%
201215.69%-4.85%6.05%-2.59%
20115.75%-0.30%-15.53%10.67%
20104.69%-12.19%15.58%12.10%
2009-3.53%14.01%13.92%6.62%
2008-12.99%1.76%-14.41%-23.30%
20072.13%6.90%5.64%0.87%
20063.68%-4.84%0.73%5.60%
2005-4.69%3.27%6.65%3.33%
20041.31%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%
20004.31%-2.95%-2.51%-14.47%
19997.60%3.50%-3.14%24.17%
199816.10%5.02%-7.91%25.32%
19972.28%19.33%6.76%1.47%
19965.61%7.43%4.49%6.06%
19959.35%10.22%8.76%4.25%
1994-4.17%-1.29%6.53%1.51%
1993-1.28%-3.58%-0.08%4.36%
19927.48%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month9
3-month21
1-year19
3-year39
5-year36

Load adjusted returns

1-year36.17%
3-year8.13%
5-year16.61%
10-year13.65%