Wilshire US Real Estate Securities Index (^WILRESI)
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wilshire US Real Estate Securities Index, 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 US Real Estate Securities Index had a return of 4.74% year-to-date (YTD) and 5.44% in the last 12 months. Over the past 10 years, Wilshire US Real Estate Securities Index had an annualized return of 1.81%, while the S&P 500 had an annualized return of 11.06%, indicating that Wilshire US Real Estate Securities Index did not perform as well as the benchmark.
^WILRESI
4.74%
-5.43%
8.11%
5.44%
0.99%
1.81%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of ^WILRESI, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -3.85% | 2.27% | 0.82% | -7.90% | 4.86% | 2.35% | 5.24% | 6.21% | 2.04% | -2.60% | 4.91% | 4.74% | |
| 2023 | 11.21% | -4.82% | -3.29% | 0.74% | -3.03% | 4.72% | 2.97% | -3.07% | -7.17% | -4.66% | 10.31% | 9.47% | 11.70% |
| 2022 | -7.00% | -2.74% | 6.33% | -4.62% | -7.42% | -8.44% | 8.15% | -6.03% | -12.81% | 4.08% | 5.64% | -6.25% | -28.98% |
| 2021 | 0.38% | 3.17% | 4.32% | 7.85% | 1.15% | 2.63% | 4.95% | 2.05% | -5.76% | 7.82% | -0.46% | 8.38% | 42.00% |
| 2020 | 0.60% | -8.01% | -20.55% | 8.30% | -0.53% | 1.79% | 4.17% | 0.20% | -3.89% | -2.62% | 10.19% | 1.51% | -11.89% |
| 2019 | 11.34% | 0.65% | 2.66% | -0.25% | 0.08% | 0.92% | 1.46% | 3.00% | 2.29% | 0.84% | -1.72% | -1.21% | 21.32% |
| 2018 | -3.95% | -7.85% | 3.51% | 1.25% | 3.28% | 3.89% | 0.43% | 2.65% | -3.22% | -3.24% | 4.36% | -9.13% | -8.90% |
| 2017 | -0.53% | 3.10% | -2.88% | -0.05% | -0.58% | 1.55% | 1.04% | -0.68% | 1.67% | -1.06% | 2.41% | -2.92% | 0.88% |
| 2016 | -3.96% | -1.10% | 9.88% | -2.79% | 1.97% | 6.00% | 3.93% | -3.40% | -2.80% | -5.55% | -1.65% | 4.23% | 3.62% |
| 2015 | 6.43% | -3.65% | 1.34% | -5.57% | -0.38% | -4.76% | 5.83% | -6.15% | 2.62% | 5.86% | -0.63% | 1.36% | 1.17% |
| 2014 | 3.61% | 4.74% | 0.45% | 3.39% | 2.25% | 0.55% | -0.06% | 2.57% | -6.26% | 10.50% | 1.79% | 1.38% | 26.94% |
| 2013 | 3.30% | 0.65% | 2.48% | 6.34% | -6.02% | -2.30% | 0.84% | -7.17% | 3.10% | 3.85% | -5.41% | 0.03% | -1.33% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ^WILRESI is 28, indicating average performance compared to other indices 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 US Real Estate Securities Index (^WILRESI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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 US Real Estate Securities Index. 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 US Real Estate Securities Index was 42.99%, occurring on Mar 23, 2020. Recovery took 300 trading sessions.
The current Wilshire US Real Estate Securities Index drawdown is 16.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.99% | Feb 24, 2020 | 21 | Mar 23, 2020 | 300 | Jun 1, 2021 | 321 |
| -35.88% | Jan 3, 2022 | 458 | Oct 27, 2023 | — | — | — |
| -23.72% | Jul 25, 2011 | 50 | Oct 3, 2011 | 115 | Mar 19, 2012 | 165 |
| -20.15% | Aug 2, 2016 | 384 | Feb 8, 2018 | 355 | Jul 10, 2019 | 739 |
| -18.3% | May 22, 2013 | 62 | Aug 19, 2013 | 252 | Aug 19, 2014 | 314 |
Volatility
Volatility Chart
The current Wilshire US Real Estate Securities Index volatility is 5.45%, 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.