Wilshire Small Company Growth Portfolio (DTSGX)
The fund invests substantially all of its assets in the common stock of companies with smaller market capitalizationsgenerally within the range of companies comprising the Russell 2000 Growth Index. The fund invests in companies that historically have above average earnings or above average sales growth and retention of earnings, often such companies have above average price to earnings ratios.
Fund Info
US9718973012
971897301
Oct 1, 1992
$2,500
Small-Cap
Growth
Expense Ratio
DTSGX has a high expense ratio of 1.35%, 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 Small Company Growth Portfolio (DTSGX) returned -6.08% year-to-date (YTD) and -1.91% over the past 12 months. Over the past 10 years, DTSGX returned 5.95% annually, underperforming the S&P 500 benchmark at 10.85%.
DTSGX
-6.08%
5.01%
-13.81%
-1.91%
3.38%
3.95%
5.95%
^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 DTSGX, 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 | 4.01% | -6.92% | -7.86% | 0.26% | 5.01% | -6.08% | |||||||
| 2024 | -3.32% | 6.55% | 2.45% | -7.69% | 2.97% | -1.10% | 6.39% | -1.98% | 0.54% | -2.13% | 11.60% | -8.23% | 4.24% |
| 2023 | 10.44% | -0.59% | -1.52% | -0.87% | -0.68% | 6.68% | 3.77% | -3.69% | -6.58% | -7.93% | 9.73% | 10.09% | 17.91% |
| 2022 | -13.22% | -1.61% | -1.12% | -13.40% | -1.96% | -4.83% | 11.15% | -2.68% | -8.26% | 6.47% | 1.33% | -6.06% | -31.39% |
| 2021 | 1.36% | 6.03% | -1.41% | 3.75% | -2.62% | 5.10% | -0.69% | 2.26% | -4.07% | 6.28% | -4.52% | 1.21% | 12.56% |
| 2020 | 0.00% | -7.05% | -18.27% | 13.75% | 9.61% | 1.91% | 5.55% | 3.44% | -3.36% | -0.22% | 15.07% | 10.25% | 28.93% |
| 2019 | 11.61% | 4.75% | -2.05% | 4.18% | -5.75% | 7.21% | 2.71% | -3.65% | -1.20% | 2.15% | 4.36% | 1.79% | 27.91% |
| 2018 | 2.59% | -3.58% | 1.86% | 0.47% | 5.95% | 1.38% | 1.43% | 6.41% | -1.46% | -11.63% | 2.11% | -11.82% | -7.98% |
| 2017 | 0.33% | 1.67% | 1.57% | 0.67% | -0.67% | 1.66% | 0.27% | -1.12% | 5.33% | 1.90% | 1.72% | -0.12% | 13.87% |
| 2016 | -7.51% | 1.39% | 6.27% | 1.64% | 2.49% | 0.55% | 5.33% | 1.40% | 1.63% | -5.07% | 8.92% | 2.97% | 20.61% |
| 2015 | -2.39% | 9.40% | 1.08% | -3.08% | 1.63% | 2.25% | 2.75% | -6.99% | -3.94% | 5.26% | 1.54% | -4.06% | 2.32% |
| 2014 | -3.81% | 5.33% | -1.62% | -5.03% | 1.02% | 5.53% | -5.28% | 4.32% | -4.14% | 5.45% | 0.44% | 2.15% | 3.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of DTSGX is 8, meaning it’s performing worse than 92% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wilshire Small Company Growth Portfolio (DTSGX) 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 Small Company Growth Portfolio provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $3.53 | $9.61 | $3.75 | $0.67 | $1.42 | $2.68 | $2.88 | $1.35 | $2.35 |
Dividend yield | 0.00% | 0.00% | 0.00% | 25.61% | 38.28% | 12.13% | 2.46% | 6.52% | 10.69% | 11.80% | 5.94% | 10.03% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire Small 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 | $0.00 | $0.00 |
| 2023 | $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 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.53 | $3.53 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $9.61 | $9.61 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.75 | $3.75 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.67 | $0.67 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.42 | $1.42 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.68 | $2.68 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $2.86 | $2.88 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.35 | $1.35 |
| 2014 | $2.35 | $2.35 |
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 Small 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 Small Company Growth Portfolio was 56.83%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current Wilshire Small Company Growth Portfolio drawdown is 26.73%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.83% | Oct 11, 2007 | 353 | Mar 9, 2009 | 488 | Feb 11, 2011 | 841 |
| -42.09% | Apr 22, 1998 | 122 | Oct 8, 1998 | 361 | Feb 29, 2000 | 483 |
| -40.62% | Nov 9, 2021 | 152 | Jun 16, 2022 | — | — | — |
| -38.05% | Feb 20, 2020 | 23 | Mar 23, 2020 | 113 | Sep 1, 2020 | 136 |
| -37.59% | Mar 10, 2000 | 645 | Oct 9, 2002 | 312 | Jan 7, 2004 | 957 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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