WLCTX vs. TIVFX
Compare and contrast key facts about Wilshire International Equity Fund (WLCTX) and American Beacon Tocqueville International Value Fund (TIVFX).
WLCTX is managed by Wilshire Mutual Funds. It was launched on Nov 16, 2007. TIVFX is managed by American Beacon. It was launched on Aug 1, 1994.
Performance
WLCTX vs. TIVFX - Performance Comparison
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WLCTX vs. TIVFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WLCTX Wilshire International Equity Fund | 1.50% | 33.77% | 5.89% | 17.15% | -18.87% | 12.29% | 16.52% | 23.53% | -12.73% | 25.54% |
TIVFX American Beacon Tocqueville International Value Fund | 12.18% | 36.15% | 3.73% | 15.43% | -20.57% | 7.53% | 12.61% | 19.38% | -19.87% | 24.18% |
Returns By Period
In the year-to-date period, WLCTX achieves a 1.50% return, which is significantly lower than TIVFX's 12.18% return. Over the past 10 years, WLCTX has outperformed TIVFX with an annualized return of 9.44%, while TIVFX has yielded a comparatively lower 8.08% annualized return.
WLCTX
- 1D
- 2.01%
- 1M
- -8.35%
- YTD
- 1.50%
- 6M
- 4.23%
- 1Y
- 26.28%
- 3Y*
- 15.96%
- 5Y*
- 7.54%
- 10Y*
- 9.44%
TIVFX
- 1D
- 1.65%
- 1M
- -9.76%
- YTD
- 12.18%
- 6M
- 16.65%
- 1Y
- 59.68%
- 3Y*
- 19.06%
- 5Y*
- 8.08%
- 10Y*
- 8.08%
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WLCTX vs. TIVFX - Expense Ratio Comparison
WLCTX has a 1.50% expense ratio, which is higher than TIVFX's 1.20% expense ratio.
Return for Risk
WLCTX vs. TIVFX — Risk / Return Rank
WLCTX
TIVFX
WLCTX vs. TIVFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wilshire International Equity Fund (WLCTX) and American Beacon Tocqueville International Value Fund (TIVFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WLCTX | TIVFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 3.12 | -1.26 |
Sortino ratioReturn per unit of downside risk | 2.33 | 3.55 | -1.22 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.55 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 4.44 | -2.24 |
Martin ratioReturn relative to average drawdown | 8.41 | 17.93 | -9.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WLCTX | TIVFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 3.12 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.47 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.37 | -0.09 |
Correlation
The correlation between WLCTX and TIVFX is 0.83, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WLCTX vs. TIVFX - Dividend Comparison
WLCTX's dividend yield for the trailing twelve months is around 12.29%, more than TIVFX's 7.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WLCTX Wilshire International Equity Fund | 12.29% | 12.47% | 11.81% | 3.02% | 0.91% | 19.22% | 6.81% | 1.26% | 4.91% | 0.07% | 1.64% | 0.22% |
TIVFX American Beacon Tocqueville International Value Fund | 7.86% | 8.82% | 10.23% | 1.66% | 1.39% | 3.65% | 0.34% | 1.69% | 1.37% | 1.28% | 1.57% | 3.01% |
Drawdowns
WLCTX vs. TIVFX - Drawdown Comparison
The maximum WLCTX drawdown since its inception was -52.88%, roughly equal to the maximum TIVFX drawdown of -54.21%. Use the drawdown chart below to compare losses from any high point for WLCTX and TIVFX.
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Drawdown Indicators
| WLCTX | TIVFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.88% | -54.21% | +1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -13.21% | +1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -32.89% | -36.31% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -34.49% | -41.51% | +7.02% |
Current DrawdownCurrent decline from peak | -9.77% | -10.23% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -11.43% | -13.45% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 3.27% | -0.25% |
Volatility
WLCTX vs. TIVFX - Volatility Comparison
The current volatility for Wilshire International Equity Fund (WLCTX) is 6.46%, while American Beacon Tocqueville International Value Fund (TIVFX) has a volatility of 7.93%. This indicates that WLCTX experiences smaller price fluctuations and is considered to be less risky than TIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WLCTX | TIVFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 7.93% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 14.06% | -4.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.66% | 19.68% | -5.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.75% | 18.21% | -3.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 17.40% | -1.51% |