Wilshire International Equity Fund (WLCTX)
The investment seeks capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in equity securities. It invests in companies organized outside of the United States. The fund primarily invests in equity securities of established companies that the subadvisers believe have favorable characteristics and that are listed on foreign exchanges.
Fund Info
US9718978227
971897822
Nov 16, 2007
$2,500
Expense Ratio
WLCTX has a high expense ratio of 1.50%, 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 International Equity Fund (WLCTX) returned 16.91% year-to-date (YTD) and 14.84% over the past 12 months. Over the past 10 years, WLCTX returned 6.86% annually, underperforming the S&P 500 benchmark at 10.85%.
WLCTX
16.91%
5.72%
13.17%
14.84%
11.02%
11.83%
6.86%
^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 WLCTX, 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 | 4.95% | 2.26% | -0.37% | 3.42% | 5.72% | 16.91% | |||||||
| 2024 | -0.28% | 3.20% | 3.29% | -2.56% | 4.72% | -1.21% | 2.54% | 2.91% | 1.75% | -4.82% | -0.09% | -3.21% | 5.89% |
| 2023 | 8.87% | -2.94% | 2.22% | 1.19% | -3.13% | 4.94% | 3.36% | -3.72% | -3.58% | -4.41% | 9.01% | 5.44% | 17.15% |
| 2022 | -3.95% | -4.02% | -0.75% | -7.04% | 1.11% | -9.19% | 4.51% | -4.84% | -10.18% | 4.56% | 13.31% | -1.83% | -18.87% |
| 2021 | 0.32% | 2.74% | 2.43% | 3.29% | 3.11% | -0.43% | 0.22% | 1.73% | -3.68% | 3.09% | -4.92% | 4.21% | 12.30% |
| 2020 | -3.34% | -6.37% | -16.13% | 8.92% | 6.49% | 4.60% | 4.68% | 4.65% | -2.09% | -1.96% | 13.17% | 6.32% | 16.52% |
| 2019 | 6.87% | 1.81% | 0.69% | 3.82% | -6.04% | 6.73% | -1.41% | -2.29% | 1.86% | 3.55% | 1.85% | 4.66% | 23.53% |
| 2018 | 5.72% | -4.90% | -0.18% | 0.98% | -1.41% | -2.86% | 3.13% | -0.71% | 0.72% | -8.75% | 0.59% | -5.00% | -12.73% |
| 2017 | 3.59% | 0.86% | 2.79% | 2.61% | 3.26% | 0.10% | 3.64% | 0.47% | 1.32% | 2.24% | 0.46% | 1.71% | 25.54% |
| 2016 | -5.06% | -0.71% | 6.67% | 1.23% | -0.33% | -1.22% | 4.37% | -0.21% | 0.75% | -2.57% | -2.08% | 1.55% | 1.89% |
| 2015 | -0.55% | 6.10% | -1.46% | 4.14% | -0.82% | -2.77% | 0.74% | -7.66% | -2.73% | 5.49% | 0.22% | -1.44% | -1.55% |
| 2014 | -5.16% | 5.22% | -0.41% | 0.41% | 1.14% | 1.74% | -2.11% | 1.13% | -5.17% | 0.43% | 0.21% | -3.50% | -6.38% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WLCTX is 70, 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 International Equity Fund (WLCTX) 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 International Equity Fund provided a 10.10% dividend yield over the last twelve months, with an annual payout of $1.19 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.19 | $1.19 | $0.32 | $0.09 | $2.24 | $0.84 | $0.14 | $0.46 | $0.01 | $0.15 | $0.02 | $0.02 |
Dividend yield | 10.10% | 11.81% | 3.02% | 0.91% | 19.23% | 6.81% | 1.26% | 4.91% | 0.07% | 1.65% | 0.22% | 0.23% |
Monthly Dividends
The table displays the monthly dividend distributions for Wilshire International Equity Fund. 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 | $1.19 | $1.19 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.24 | $2.24 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 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 | $0.46 | $0.46 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.02 |
| 2014 | $0.02 | $0.02 |
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 International Equity Fund. 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 International Equity Fund was 53.74%, occurring on Mar 9, 2009. Recovery took 1045 trading sessions.
The current Wilshire International Equity Fund drawdown is 0.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.74% | Dec 27, 2007 | 300 | Mar 9, 2009 | 1045 | May 3, 2013 | 1345 |
| -34.49% | Jan 21, 2020 | 44 | Mar 23, 2020 | 109 | Aug 26, 2020 | 153 |
| -32.89% | Sep 8, 2021 | 277 | Oct 12, 2022 | 399 | May 15, 2024 | 676 |
| -21.43% | Jan 29, 2018 | 229 | Dec 24, 2018 | 253 | Dec 26, 2019 | 482 |
| -20.34% | Jul 7, 2014 | 405 | Feb 11, 2016 | 307 | May 2, 2017 | 712 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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