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Wilshire Mutual Fds, Inc. Wilshire Large Company Growth Portf Inv Cl: (MF: DTLGX)
(NASDAQ Mutual Funds) As of Dec 24, 2025 06:33 PM ET
$42.00 USD
+0.09 (0.21%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 22.91 | 3 |
| 3 months | 7.39 | 7 |
| 6 months | 21.12 | 4 |
| 1 Year | 22.99 | 1 |
| 3 Year | 29.35 | 3 |
| 5 Year | 15.26 | 9 |
| 10 Year | 16.09 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 101.54 |
| Bear Market (10/07 - 2/09) | -50.23 |
| Bull Market (2/09 - 3/21) | 1,248.02 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 30.32 |
| 5 Year | 16.42 |
| 10 Year | 17.02 |
| Since Inception | 11.02 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.12 | 20.31 | 12.43 | NA |
| 2024 | 14.19 | 8.17 | 2.72 | 7.19 |
| 2023 | 12.91 | 12.62 | -3.69 | 14.15 |
| 2022 | -11.66 | -20.90 | -4.22 | 2.00 |
| 2021 | 2.07 | 11.04 | -0.71 | 9.32 |
| 2020 | -12.06 | 27.49 | 12.38 | 10.17 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 22.91 | 36.02 | 39.81 | -31.74 | 23.03 | 38.83 | 28.60 | -1.90 | 26.92 | 3.36 | 6.13 |
| % Total Return Rel to Index | 5.41 | 10.99 | 13.56 | -13.53 | -5.64 | 20.42 | -2.88 | 2.49 | 5.13 | -8.57 | 4.74 |
| % Total Return Rel to Peer | 10.28 | 16.62 | 16.81 | -12.04 | 0.97 | 18.91 | 0.17 | 4.95 | 6.25 | -4.45 | 7.73 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 4.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.00 |
| Capital Gains ($) | 0.00 | 5.73 | 0.00 | 5.26 | 10.06 | 9.35 | 3.91 | 5.65 | 3.56 | 4.18 | 4.22 |
| Expense Ratio | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.31 | 1.30 | 1.32 | 1.33 |
* 1 = Top 20%, 5 = Bottom 20%