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WSMVX

Wilshire Small Company Value-Inst

$27.00 0.61 (2.31%)
Currency in USD / Last Updated: 3/27/2024
Category Small Cap Value
Market Cap 26.467M
52 Week High 27
52 Week Low 21.263
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Key Data
Symbol WSMVX
Type Mutual Fund
Category Small Cap Value
Price 27
Price Yesterday 26.39
Market Cap 26.47
YTD Return 2.54%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 250000
Redeption Fee 0
Prospectus 0.011
Overview
52 Week High 27.00
52 Week Low 21.26
Market Cap 26.47M
Shares Outstanding 0.98M
Income Dividend Yield 0.36%
Long Term Dividend Yield 3.56%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 3.93%
Returns Annualized
One Day 9,999.99%
Five Days 166.74%
One Months 66.35%
Three Months 4.49%
Six Months 39.61%
Nine Months 22.29%
One Year 22.10%
Three Years 5.31%
Five Years 9.74%
Ten Years 7.64%
YTD 11.14%
Since Inception 8.63%
Returns Total
One Day 2.31%
Five Days 1.96%
One Month 4.33%
Three Months 1.09%
Six Months 17.98%
Nine Months 16.27%
One Year 22.08%
Three Years 16.76%
Five Years 59.06%
Ten Years 108.43%
YTD 2.54%
Since Inception 854.74%
Yearly Returns
2024 2.54%
2023 17.62%
2022 -10.13%
2021 32.40%
2020 0.73%
2019 21.60%
2018 -16.17%
2017 8.97%
2016 25.17%
2015 -3.52%
Risk against SP-DA
Alpha -21.30%
Beta 1.32
Correlation 79.95%
Downside Deviation 4.18%
Coefficient of determination 63.93%
Standard Deviation 5.56%
Sharpe Ratio -0.62
Sortino -2.87
Treynor 12.73
Ulcer Index 5.66
Ulcer Performance Index -2.12

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