DTLGX
Wilshire LargeCap Growth-Inv
$45.11
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 262.055M |
| 52 Week High | 45.11 |
| 52 Week Low | 29.854 |
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Key Data
| Symbol | DTLGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 45.11 |
| Price Yesterday | 45.11 |
| Market Cap | 262.06 |
| YTD Return | 27.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0024 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.013 |
Overview
| 52 Week High | 45.11 |
|---|---|
| 52 Week Low | 29.85 |
| Market Cap | 262.06M |
| Shares Outstanding | 5.81M |
| Income Dividend Yield | 0.07% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.07% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 259.62% |
| One Months | 127.76% |
| Three Months | 60.79% |
| Six Months | 64.40% |
| Nine Months | 60.59% |
| One Year | 42.34% |
| Three Years | 9.05% |
| Five Years | 16.88% |
| Ten Years | 14.41% |
| YTD | 60.32% |
| Since Inception | 10.74% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.57% |
| One Month | 6.74% |
| Three Months | 12.38% |
| Six Months | 27.68% |
| Nine Months | 42.07% |
| One Year | 42.29% |
| Three Years | 29.51% |
| Five Years | 117.71% |
| Ten Years | 283.03% |
| YTD | 27.54% |
| Since Inception | 2435.69% |
Yearly Returns
| 2024 | 27.54% |
|---|---|
| 2023 | 39.81% |
| 2022 | -31.74% |
| 2021 | 23.03% |
| 2020 | 38.82% |
| 2019 | 28.60% |
| 2018 | -1.90% |
| 2017 | 26.94% |
| 2016 | 3.35% |
| 2015 | 6.15% |
Risk against SP-DA
| Alpha | 6.08% |
|---|---|
| Beta | 1.32 |
| Correlation | 95.54% |
| Downside Deviation | 3.28% |
| Coefficient of determination | 91.29% |
| Standard Deviation | 4.46% |
| Sharpe Ratio | 0.88 |
| Sortino | 4.16 |
| Treynor | 27.93 |
| Ulcer Index | 3.28 |
| Ulcer Performance Index | 4.15 |