Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DTLGX (Wilshire Large Company Growth Portf Inv C) | 9.07% | 17.48% | 18.27% | 2.99% | 8.55% | 11.29% | 8.08% | 8.76% |
Data as of 07/03/2025, AR inception is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DTLGX (Wilshire Large Company Growth Portf Inv C) | 12/30/1992 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.51 | 17.48 | 18.27 | 2.99 | 8.55 | 11.29 | 8.08 | 8.76 | 9.07 | 20.30 | 39.81 | -42.90 | 0.00 | 14.04 | 28.64 | -2.20 | 27.03 | 3.38 | 6.23 | 10.88 | 30.29 | 13.69 | -1.41 | 19.07 | 33.60 | -41.89 | 16.38 | 4.96 | 8.46 | 6.70 | 26.45 | -21.77 | -16.59 | -15.61 | 33.97 | 40.52 | 32.22 | 25.74 | 33.63 | 2.29 | -0.74 | -0.96 |
| Sharpe Ratio | NA | 0.54 | 0.65 | 0.05 | 0.30 | NA | NA | 0.32 | 0.51 | 0.61 | 2.21 | -1.28 | 0.00 | 0.35 | 1.81 | -0.17 | 3.02 | 0.23 | 0.38 | 0.40 | 2.53 | 0.96 | -0.06 | 1.05 | 1.39 | -1.11 | 0.81 | 0.14 | 0.57 | 0.47 | 1.46 | -0.90 | -0.73 | -0.65 | 1.47 | 1.74 | 1.45 | 1.64 | 2.42 | -0.06 | -0.26 | NA |
| Standard Deviation(%) | NA | 26.21 | 23.93 | 27.19 | 23.90 | NA | NA | 21.53 | 31.00 | 22.38 | 16.24 | 34.67 | 27.96 | 39.46 | 15.01 | 20.50 | 8.78 | 13.86 | 16.16 | 27.32 | 11.97 | 14.40 | 25.56 | 18.06 | 24.15 | 38.53 | 16.64 | 11.93 | 11.11 | 12.24 | 17.60 | 25.45 | 26.16 | 30.37 | 20.91 | 21.39 | 19.67 | 13.44 | 12.30 | 11.90 | 10.77 | 0.00 |
| Draw Down(%) | NA | 24.20 | 31.38 | 55.45 | 55.45 | NA | NA | 55.84 | 24.20 | 14.83 | 10.67 | 44.21 | 24.09 | 28.95 | 9.02 | 21.19 | 3.08 | 11.57 | 11.73 | 14.65 | 6.56 | 10.71 | 21.03 | 15.71 | 19.53 | 50.08 | 10.33 | 11.58 | 8.46 | 11.95 | 12.32 | 31.56 | 34.60 | 25.51 | 10.43 | 20.31 | 11.97 | 9.03 | 8.94 | 9.95 | 9.48 | 0.96 |
| Yield(%) | 0.00 | 12.85 | 6.06 | 2.55 | 6.77 | 10.32 | 7.20 | 12.15 | 0.00 | 16.46 | 0.12 | 0.00 | 0.00 | 0.00 | 11.73 | 14.13 | 10.38 | 11.63 | 10.96 | 15.24 | 9.72 | 3.58 | 0.00 | 0.06 | 0.00 | 1.16 | 19.04 | 0.00 | 0.00 | 0.10 | 0.00 | 0.14 | 0.22 | 1.18 | 1.33 | 7.85 | 3.04 | 15.61 | 0.88 | 0.75 | 1.74 | 0.52 |
Data as of 07/03/2025, AR inception is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTLGX (Wilshire Large Company Growth Portf Inv C) |
-19.53%
Mar 2000 - Mar 2003 |
-7.45%
Mar 2000 - Mar 2005 |
-3.97%
Feb 1999 - Feb 2009 |
2.22%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DTLGX (Wilshire Large Company Growth Portf Inv C) |
36.42%
Mar 1997 - Mar 2000 |
33.13%
Dec 1994 - Dec 1999 |
16.71%
Aug 2010 - Aug 2020 |
11.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart