Wilshire Large Company Growth Portfolio (DTLGX)

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Wilshire Large Company Growth Portfolio (DTLGX) is up 10.3% since the beginning of the year. DTLGX is currently trading at $46 per share. Investors who bought $1,000 worth of DTLGX shares 5 years ago would now be looking at an investment worth $1,988.

Wilshire Large Company Growth Portfolio (DTLGX) has returned 10.26% so far this year and 31.40% over the past 12 months. Looking at the last ten years, DTLGX has achieved an annualized return of 17.00%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Sep 30, 1992, DTLGX's average daily return is +0.05%, while the average monthly return is +0.99%. At this rate, an investment would double in approximately 5.9 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +14.2%, while the worst month was Oct 2008 at -16.8%. The longest winning streak lasted 12 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DTLGX closed higher 54% of trading days. The best single day was Oct 13, 2008 with a return of +11.9%, while the worst single day was Mar 16, 2020 at -11.5%.

Wilshire Large Company Growth Portfolio has an annualized alpha of 1.73%, beta of 1.05, and R2 of 0.90 versus S&P 500 Index. Calculated based on daily prices since October 01, 1992.

• This fund captured 112.21% of S&P 500 Index gains and 102.81% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.05 and R2 of 0.90, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

DTLGX has a high expense ratio of 1.30%, indicating above-average management fees.

DTLGX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for Wilshire Large Company Growth Portfolio (DTLGX) and compare them to S&P 500 Index.

Wilshire Large Company Growth Portfolio provided a 23.50% dividend yield over the last twelve months, with an annual payout of $10.71 per share. The fund has been increasing its distributions for 2 consecutive years.

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.

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.

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 56.57%, occurring on Mar 9, 2009. Recovery took 1021 trading sessions.

The chart below shows the rolling one-month volatility.