WLCVX
Wilshire Large Company Value-Inst
$21.36
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 165.44M |
| 52 Week High | 21.88 |
| 52 Week Low | 17.056 |
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Key Data
| Symbol | WLCVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 21.36 |
| Price Yesterday | 21.36 |
| Market Cap | 165.44 |
| YTD Return | 7.28% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 21.88 |
|---|---|
| 52 Week Low | 17.06 |
| Market Cap | 165.44M |
| Shares Outstanding | 7.75M |
| Income Dividend Yield | 0.81% |
| Long Term Dividend Yield | 2.07% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.88% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 26.71% |
| One Months | 6.10% |
| Three Months | -5.34% |
| Six Months | 17.40% |
| Nine Months | 26.65% |
| One Year | 16.76% |
| Three Years | 5.71% |
| Five Years | 8.41% |
| Ten Years | 7.12% |
| YTD | 14.61% |
| Since Inception | 7.45% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.47% |
| One Month | 0.47% |
| Three Months | -1.34% |
| Six Months | 8.21% |
| Nine Months | 19.14% |
| One Year | 16.74% |
| Three Years | 18.02% |
| Five Years | 49.60% |
| Ten Years | 98.55% |
| YTD | 7.28% |
| Since Inception | 621.38% |
Yearly Returns
| 2024 | 7.28% |
|---|---|
| 2023 | 16.28% |
| 2022 | -11.97% |
| 2021 | 27.26% |
| 2020 | -0.51% |
| 2019 | 23.99% |
| 2018 | -11.47% |
| 2017 | 14.98% |
| 2016 | 15.78% |
| 2015 | -5.07% |
Risk against SP-DA
| Alpha | -7.22% |
|---|---|
| Beta | 0.8 |
| Correlation | 80.43% |
| Downside Deviation | 2.77% |
| Coefficient of determination | 64.69% |
| Standard Deviation | 3.19% |
| Sharpe Ratio | -1.08 |
| Sortino | -4.32 |
| Treynor | 14.28 |
| Ulcer Index | 3.62 |
| Ulcer Performance Index | -3.3 |