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Wilshire Mutual Fds, Inc. Wilshire Large Company Growth Portf Insti Cl: (MF: WLCGX)
(NASDAQ Mutual Funds) As of Nov 21, 2025 06:30 PM ET
$61.65 USD
+0.26 (0.42%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Oct 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 25.51 | 2 |
| 3 months | 10.85 | 5 |
| 6 months | 37.06 | 3 |
| 1 Year | 34.85 | 2 |
| 3 Year | 32.57 | 3 |
| 5 Year | 18.21 | 7 |
| 10 Year | 16.77 | 5 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 105.07 |
| Bear Market (10/07 - 2/09) | -49.99 |
| Bull Market (2/09 - 3/21) | 1,347.66 |
Load Adjusted Returns as of Oct 31, 2025
| 1 Year | 30.70 |
| 5 Year | 16.78 |
| 10 Year | 17.39 |
| Since Inception | 11.10 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.08 | 20.43 | 12.51 | NA |
| 2024 | 14.26 | 8.24 | 2.81 | 7.27 |
| 2023 | 13.01 | 12.67 | -3.61 | 14.26 |
| 2022 | -11.58 | -20.84 | -4.14 | 2.06 |
| 2021 | 2.15 | 11.13 | -0.63 | 9.40 |
| 2020 | -12.00 | 27.59 | 12.49 | 10.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 25.51 | 36.42 | 40.24 | -31.52 | 23.42 | 39.25 | 29.01 | -1.58 | 27.34 | 3.61 | 6.52 |
| % Total Return Rel to Index | 8.30 | 11.39 | 13.99 | -13.32 | -5.25 | 20.85 | -2.47 | 2.81 | 5.55 | -8.31 | 5.13 |
| % Total Return Rel to Peer | 12.99 | 17.02 | 17.24 | -11.82 | 1.36 | 19.33 | 0.59 | 5.27 | 6.67 | -4.20 | 8.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 3.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.02 | 0.12 | 0.03 | 0.00 | 0.04 | 0.00 | 0.00 | 0.02 | 0.15 | 0.00 |
| % Yield | 0.00 | 0.03 | 0.04 | 0.09 | 0.00 | 0.07 | 0.00 | 0.00 | 0.04 | 0.37 | 0.00 |
| Capital Gains ($) | 0.00 | 5.73 | 0.00 | 5.26 | 10.06 | 9.35 | 3.91 | 5.65 | 3.56 | 4.18 | 4.22 |
| Expense Ratio | 1.00 | 1.00 | 1.00 | 1.00 | 0.97 | 0.98 | 1.00 | 0.98 | 0.98 | 1.04 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%