Wilshire Large Company Growth Portfolio (DTLGX)
The investment seeks capital appreciation. 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). The fund is non-diversified.
Fund Info
US9718971032
971897103
Sep 30, 1992
$2,500
Large-Cap
Growth
Expense Ratio
DTLGX has a high expense ratio of 1.30%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wilshire Large Company Growth Portfolio (DTLGX) returned 1.43% year-to-date (YTD) and 18.66% over the past 12 months. Over the past 10 years, DTLGX delivered an annualized return of 14.10%, outperforming the S&P 500 benchmark at 10.85%.
DTLGX
1.43%
10.87%
1.41%
18.66%
20.21%
15.85%
14.10%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of DTLGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.03% | -4.20% | -8.95% | 1.80% | 10.87% | 1.43% | |||||||
| 2024 | 3.82% | 7.60% | 2.08% | -4.86% | 7.01% | 6.41% | -2.68% | 2.33% | 3.15% | -0.18% | 7.32% | -0.02% | 35.90% |
| 2023 | 8.14% | -1.72% | 6.24% | 1.26% | 4.25% | 6.69% | 3.11% | -0.99% | -5.75% | -1.32% | 11.12% | 4.21% | 39.81% |
| 2022 | -9.52% | -4.21% | 1.93% | -12.10% | -2.27% | -7.93% | 11.62% | -4.92% | -9.76% | 5.16% | 4.78% | -7.22% | -31.60% |
| 2021 | -1.24% | 1.44% | 1.89% | 6.32% | -0.64% | 5.12% | 2.41% | 3.13% | -5.99% | 7.53% | -0.17% | 1.49% | 22.61% |
| 2020 | 1.77% | -5.38% | -8.68% | 14.19% | 7.07% | 4.28% | 6.68% | 10.24% | -4.43% | -3.06% | 9.69% | 3.58% | 38.78% |
| 2019 | 9.48% | 3.37% | 2.49% | 4.71% | -7.06% | 6.78% | 0.82% | -2.52% | -0.89% | 1.97% | 4.94% | 2.40% | 28.64% |
| 2018 | 7.97% | -2.58% | -2.67% | 0.40% | 4.41% | 0.31% | 2.35% | 4.96% | 0.18% | -9.70% | 2.47% | -8.76% | -2.20% |
| 2017 | 3.51% | 3.39% | 1.10% | 2.18% | 3.20% | 0.39% | 2.57% | 1.40% | 0.77% | 3.51% | 2.54% | -0.30% | 27.03% |
| 2016 | -5.46% | -0.83% | 6.37% | 0.33% | 2.01% | -0.80% | 5.37% | -0.20% | 0.49% | -3.19% | -0.05% | -0.14% | 3.38% |
| 2015 | -1.81% | 5.87% | -0.70% | -0.08% | 1.73% | -0.62% | 3.30% | -6.89% | -1.99% | 8.50% | 0.92% | -1.32% | 6.24% |
| 2014 | -2.79% | 4.60% | -3.50% | -1.96% | 3.82% | 2.67% | -1.24% | 4.82% | -2.42% | 2.88% | 2.46% | -1.03% | 8.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DTLGX is 54, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wilshire Large Company Growth Portfolio (DTLGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Wilshire Large Company Growth Portfolio provided a 13.29% dividend yield over the last twelve months, with an annual payout of $5.74 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.74 | $5.74 | $0.03 | $5.26 | $10.06 | $9.35 | $3.91 | $5.65 | $3.56 | $4.19 | $4.23 | $6.29 |
Dividend yield | 13.29% | 13.48% | 0.09% | 20.79% | 22.68% | 21.08% | 10.06% | 16.96% | 9.01% | 12.35% | 11.48% | 16.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire Large Company Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.74 | $5.74 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.26 | $5.26 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $10.06 | $10.06 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.35 | $9.35 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.91 | $3.91 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.65 | $5.65 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.56 | $3.56 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $4.01 | $4.19 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.23 | $4.23 |
| 2014 | $6.29 | $6.29 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wilshire Large Company Growth Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wilshire Large Company Growth Portfolio was 55.73%, occurring on Mar 9, 2009. Recovery took 1003 trading sessions.
The current Wilshire Large Company Growth Portfolio drawdown is 4.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.73% | Mar 24, 2000 | 2244 | Mar 9, 2009 | 1003 | Mar 5, 2013 | 3247 |
| -35.84% | Nov 22, 2021 | 226 | Oct 14, 2022 | 326 | Feb 2, 2024 | 552 |
| -28.95% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -24.2% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -21.19% | Aug 30, 2018 | 80 | Dec 24, 2018 | 73 | Apr 10, 2019 | 153 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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