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
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.
Returns By Period
Wilshire Small Company Growth Portfolio (DTSGX) returned -7.79% year-to-date (YTD) and -4.52% over the past 12 months. Over the past 10 years, DTSGX returned -4.42% annually, underperforming the S&P 500 benchmark at 10.43%.
DTSGX
-7.79%
16.55%
-12.88%
-4.52%
-8.50%
-4.42%
^GSPC (Benchmark)
-3.70%
13.67%
-5.18%
9.18%
14.14%
10.43%
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% | 3.10% | -7.79% | |||||||
| 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% | -24.81% | -45.08% |
| 2021 | 1.36% | 6.03% | -1.41% | 3.75% | -2.62% | 5.10% | -0.69% | 2.26% | -4.07% | 6.28% | -4.52% | -27.03% | -18.84% |
| 2020 | 0.00% | -7.05% | -18.27% | 13.75% | 9.61% | 1.91% | 5.54% | 3.44% | -3.36% | -0.22% | 15.07% | -2.34% | 14.21% |
| 2019 | 11.61% | 4.75% | -2.05% | 4.18% | -5.75% | 7.21% | 2.71% | -3.65% | -1.20% | 2.15% | 4.36% | -0.17% | 25.45% |
| 2018 | 2.59% | -3.58% | 1.86% | 0.48% | 5.95% | 1.38% | 1.43% | 6.41% | -1.46% | -11.63% | 2.11% | -16.95% | -13.33% |
| 2017 | 0.33% | 1.67% | 1.57% | 0.67% | -0.67% | 1.66% | 0.27% | -1.12% | 5.34% | 1.90% | 1.72% | -9.99% | 2.62% |
| 2016 | -7.51% | 1.39% | 6.27% | 1.64% | 2.49% | 0.55% | 5.33% | 1.33% | 1.63% | -5.07% | 8.92% | -7.85% | 7.87% |
| 2015 | -2.39% | 9.40% | 1.08% | -3.08% | 1.63% | 2.25% | 2.75% | -6.99% | -3.94% | 5.26% | 1.54% | -9.48% | -3.46% |
| 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 12, meaning it’s performing worse than 88% 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.
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 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $2.35 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.53% | 0.00% | 0.00% | 0.00% | 0.00% | 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 | $0.00 | $0.00 |
| 2021 | $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 |
| 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 | $0.14 | $0.14 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $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 |
| 2015 | $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 |
| 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.
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 64.70%, occurring on Oct 27, 2023. The portfolio has not yet recovered.
The current Wilshire Small Company Growth Portfolio drawdown is 58.49%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.7% | Nov 9, 2021 | 495 | Oct 27, 2023 | — | — | — |
| -63.64% | Oct 11, 2007 | 353 | Mar 9, 2009 | 1006 | Mar 8, 2013 | 1359 |
| -48.83% | May 28, 1996 | 1631 | Oct 9, 2002 | 1193 | Jul 12, 2007 | 2824 |
| -38.95% | Sep 17, 2018 | 381 | Mar 23, 2020 | 139 | Oct 8, 2020 | 520 |
| -26.03% | Jun 24, 2015 | 161 | Feb 11, 2016 | 195 | Nov 17, 2016 | 356 |
Volatility
Volatility Chart
The current Wilshire Small Company Growth Portfolio volatility is 11.32%, 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.