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Wilshire Large Company Growth Instl (WLCGX)

57.37 +0.03 (+0.05%)
At close: 8:01 PM EST

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000? Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts (“ADRs”) and Global Depositary Receipts (“GDRs”).

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 40.24%
Worst 1Y Total Return --
Number of Years Up 20
Number of Years Down 7

Performance & Risk

YTD Return 34.34%
5y Average Return 18.22%
Rank in Category (ytd) 16
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WLCGXCategory AverageWLCGXCategory AverageWLCGXCategory Average
Alpha -1.73 0.03 1.69 0.04 0.75 0.01
BETA 1.14 0.01 1.06 0.01 1.06 0.01
Mean Annual Return 0.77 0.02 1.53 0.02 1.24 0.01
R-squared 89.84 0.89 89.72 0.87 89.81 0.87
Standard Deviation 20.63 0.2 20.17 0.16 17 0.15
Sharpe Ratio 0.26 0.01 0.79 0.01 0.77 0.01
Treynor Ratio 3.03 0.21 14.31 0.21 11.82 0.15

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