Wilshire Large Company Value Portfolio (DTLVX)
The investment seeks capital appreciation. The fund invests under normal circumstances, at least 80% of its net assets in the common stock of companies with larger market capitalizations-within the market capitalization range of the Russell 1000 Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S. or locally on foreign exchanges, including American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).
Fund Info
US9718972022
971897202
Sep 30, 1992
$2,500
Large-Cap
Value
Expense Ratio
DTLVX has a high expense ratio of 1.30%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wilshire Large Company Value Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wilshire Large Company Value Portfolio had a return of 5.01% year-to-date (YTD) and 9.03% in the last 12 months. Over the past 10 years, Wilshire Large Company Value Portfolio had an annualized return of 1.40%, while the S&P 500 had an annualized return of 11.26%, indicating that Wilshire Large Company Value Portfolio did not perform as well as the benchmark.
DTLVX
5.01%
0.23%
0.02%
9.03%
3.03%
1.40%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of DTLVX, 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 | 4.39% | 5.01% | |||||||||||
| 2024 | 0.15% | 3.87% | 5.54% | -4.93% | 3.14% | -0.55% | 4.64% | 1.82% | 0.65% | -0.95% | 6.12% | -12.12% | 6.05% |
| 2023 | 6.84% | -3.15% | -0.65% | 0.98% | -3.02% | 7.07% | 3.95% | -2.65% | -3.91% | -3.37% | 8.41% | 3.29% | 13.42% |
| 2022 | -3.63% | -2.00% | 1.95% | -6.34% | 2.09% | -9.31% | 7.95% | -3.53% | -9.44% | 10.37% | 6.81% | -12.77% | -19.03% |
| 2021 | -0.91% | 5.57% | 5.32% | 4.37% | 2.69% | -0.51% | 1.25% | 2.38% | -4.12% | 4.94% | -2.77% | -4.07% | 14.29% |
| 2020 | -3.68% | -10.48% | -20.01% | 10.81% | 3.77% | 0.06% | 2.94% | 3.53% | -3.12% | -0.42% | 16.09% | 3.67% | -1.79% |
| 2019 | 8.48% | 2.46% | -0.52% | 3.78% | -7.64% | 7.67% | 1.02% | -4.03% | 3.88% | 1.16% | 3.65% | -1.52% | 18.67% |
| 2018 | 4.01% | -4.36% | -1.61% | 0.87% | -0.53% | -0.24% | 3.52% | 0.93% | -0.09% | -5.82% | 1.67% | -15.54% | -17.29% |
| 2017 | 0.24% | 3.52% | -1.09% | -0.10% | 0.19% | 1.86% | 0.84% | -1.16% | 3.52% | 1.41% | 2.87% | -6.51% | 5.31% |
| 2016 | -6.93% | -0.75% | 7.38% | 1.62% | 1.01% | -0.42% | 3.39% | 0.97% | -0.25% | -1.07% | 7.61% | -1.86% | 10.32% |
| 2015 | -4.53% | 5.29% | -1.22% | 0.62% | 1.42% | -1.54% | 0.52% | -6.40% | -4.22% | 7.51% | 0.54% | -8.65% | -11.24% |
| 2014 | -3.22% | 4.05% | 1.81% | 0.27% | 1.63% | 2.59% | -1.83% | 3.55% | -2.53% | 1.41% | 1.99% | 0.90% | 10.83% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DTLVX is 34, 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 Value Portfolio (DTLVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Wilshire Large Company Value Portfolio provided a 0.76% dividend yield over the last twelve months, with an annual payout of $0.17 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.17 | $0.17 | $0.12 | $0.21 | $0.28 | $0.00 | $0.33 | $0.29 | $0.31 | $0.14 | $0.19 | $2.57 |
Dividend yield | 0.76% | 0.80% | 0.57% | 1.17% | 1.27% | 0.00% | 1.62% | 1.70% | 1.44% | 0.70% | 1.03% | 12.11% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire Large Company Value 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 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.28 | $0.28 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.29 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.31 | $0.31 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2014 | $2.57 | $2.57 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Wilshire Large Company Value 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 Value Portfolio was 70.61%, occurring on Mar 9, 2009. Recovery took 1317 trading sessions.
The current Wilshire Large Company Value Portfolio drawdown is 7.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -70.61% | Jun 5, 2007 | 442 | Mar 9, 2009 | 1317 | Jun 3, 2014 | 1759 |
| -46.94% | Dec 13, 2017 | 571 | Mar 23, 2020 | 260 | Apr 5, 2021 | 831 |
| -36.1% | May 22, 2001 | 344 | Oct 9, 2002 | 521 | Nov 4, 2004 | 865 |
| -29.68% | May 4, 1999 | 212 | Feb 25, 2000 | 309 | May 18, 2001 | 521 |
| -28.28% | Nov 17, 2021 | 219 | Sep 30, 2022 | 540 | Nov 22, 2024 | 759 |
Volatility
Volatility Chart
The current Wilshire Large Company Value Portfolio volatility is 2.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.