Wilshire Small Company Growth Portfolio (DTSGX)

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The chart shows the growth of an initial investment of $10,000 in Wilshire Small Company Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Wilshire Small Company Growth Portfolio (DTSGX) has returned -6.45% so far this year and 13.16% over the past 12 months. Over the last ten years, DTSGX has returned 7.14% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Sep 30, 1992, DTSGX's average daily return is +0.04%, while the average monthly return is +0.77%. At this rate, your investment would double in approximately 7.5 years.

Historically, 60% of months were positive and 40% were negative. The best month was Feb 2000 with a return of +17.8%, while the worst month was Nov 2000 at -24.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, DTSGX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +10.7%, while the worst single day was Nov 28, 2000 at -19.0%.

Wilshire Small Company Growth Portfolio has an annualized alpha of -0.51%, beta of 1.06, and R² of 0.72 versus S&P 500 Index. Calculated based on daily prices since October 01, 1992.

• This fund participated in 113.29% of S&P 500 Index downside but only 109.77% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.06 and R² of 0.72, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

DTSGX has a high expense ratio of 1.35%, indicating above-average management fees.

DTSGX ranks 22 for risk / return — below 22% 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 Small Company Growth Portfolio (DTSGX) and compare them to a chosen benchmark (S&P 500 Index).

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.

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.

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 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 21.25%.

The chart below shows the rolling one-month volatility.