Wilshire Mutual Funds

Statistics as of Apr 04, 2025

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Found total of 7 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Multisector Bond
Expense Ratio
0.90%
TTM Yield
4.8%
3yr Sharpe
-0.44
YTD Return
2.3%
3yr Return
5.7%
1yr Return
6.2%
Total Assets
$182M
6M Money Flow
-$20M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
-18.5%
3yr Return
-19.8%
1yr Return
-16.4%
Total Assets
$19M
6M Money Flow
-$1M
Small Value
Expense Ratio
1.10%
TTM Yield
2.0%
3yr Sharpe
-0.09
YTD Return
-16.6%
3yr Return
-2.3%
1yr Return
-10.7%
Total Assets
$20M
6M Money Flow
-$2M
Foreign Large Blend
Expense Ratio
1.25%
TTM Yield
3.7%
3yr Sharpe
0.09
YTD Return
-0.6%
3yr Return
8.9%
1yr Return
0.1%
Total Assets
$195M
6M Money Flow
-$17M
Large Value
Expense Ratio
1.00%
TTM Yield
1.6%
3yr Sharpe
0.16
YTD Return
-9.1%
3yr Return
9.6%
1yr Return
-3.9%
Total Assets
$145M
6M Money Flow
-$10M
Large Blend
Expense Ratio
0.56%
TTM Yield
0.9%
3yr Sharpe
0.20
YTD Return
-14.0%
3yr Return
11.0%
1yr Return
-1.8%
Total Assets
$239M
6M Money Flow
-$10M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-19.0%
3yr Return
17.9%
1yr Return
-1.3%
Total Assets
$210M
6M Money Flow
-$14M