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Wilshire Large Company Growth Instl (WLCGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.71-0.14 (-0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return23.88%
5-year average return16.78%
Number of years up20
Number of years down7
Best 1-yr total return (20 Jun 2024)40.24%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return40.24%
Worst 3-yr total return5.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWLCGXCategory
YTD16.24%12.38%
1-month7.06%5.09%
3-month4.02%10.28%
1-year36.58%41.70%
3-year8.47%22.56%
5-year16.97%21.98%
10-year14.00%15.99%
Last bull market32.21%25.99%
Last bear market-20.84%-17.29%

Annual total return (%) history

Year
WLCGXCategory
2024
N/AN/A
2023
40.24%N/A
2022
-31.53%N/A
2021
23.42%N/A
2020
39.25%35.86%
2019
29.02%31.90%
2018
-1.58%-2.09%
2017
27.35%27.67%
2016
3.61%3.23%
2015
6.52%3.60%
2014
8.32%10.00%
2013
30.60%33.92%
2012
14.04%15.34%
2011
-1.09%-2.46%
2010
19.55%15.53%
2009
34.07%35.68%
2008
-41.70%-40.67%
2007
16.81%13.35%
2006
5.35%7.05%
2005
8.84%6.71%
2004
7.10%7.81%
2003
26.85%28.66%
2002
-21.56%-27.64%
2001
-16.33%-22.30%
2000
-15.30%-13.05%
1999
34.31%38.87%
1998
40.84%34.55%
1997
32.44%26.36%
1996
N/A19.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.10%N/AN/AN/A
202313.01%12.68%-3.72%14.38%
2022-11.58%-20.84%-4.14%2.06%
20212.15%11.14%-0.63%9.40%
2020-12.00%27.60%12.49%10.25%
201916.09%3.97%-2.50%9.63%
20182.47%5.23%7.70%-15.25%
20178.29%5.95%4.91%5.81%
2016-0.23%1.62%5.72%-3.33%
20153.32%1.10%-5.66%8.09%
2014-1.78%4.56%1.10%4.32%
20138.01%0.93%8.78%10.13%
201215.81%-4.79%6.14%-2.56%
20115.85%-0.23%-15.47%10.80%
20104.80%-12.13%15.72%12.18%
2009-3.43%14.09%14.02%6.72%
2008-12.91%1.87%-14.36%-23.26%
20072.23%6.98%5.76%0.99%
20063.80%-4.77%0.84%5.68%
2005-4.61%3.36%6.79%3.37%
20041.43%1.34%-5.13%9.83%
2003-1.18%13.60%3.22%9.47%
2002-0.16%-14.74%-15.05%8.48%
2001-17.97%6.23%-14.97%12.91%
20004.41%-2.87%-2.43%-14.41%
19997.65%3.58%-3.05%24.24%
199816.09%5.05%-7.90%25.39%
19972.70%18.86%6.93%1.47%
19966.13%N/AN/AN/A

Rank in category (by total return)

YTD18
1-month9
3-month19
1-year17
3-year34
5-year30

Load adjusted returns

1-year36.58%
3-year8.47%
5-year16.97%
10-year14.00%