Wilshire Mutual Funds

Statistics as of Apr 02, 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 SharpeYTD Return3yr Return ▼1yr ReturnTotal Assets6M Money Flow
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.29
YTD Return
-8.4%
3yr Return
35.5%
1yr Return
10.4%
Total Assets
$236M
6M Money Flow
-$14M
Large Blend
Expense Ratio
0.56%
TTM Yield
0.8%
3yr Sharpe
0.20
YTD Return
-3.8%
3yr Return
25.1%
1yr Return
8.7%
Total Assets
$265M
6M Money Flow
-$10M
Large Value
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
0.16
YTD Return
1.6%
3yr Return
22.4%
1yr Return
6.4%
Total Assets
$161M
6M Money Flow
-$10M
Foreign Large Blend
Expense Ratio
1.25%
TTM Yield
3.4%
3yr Sharpe
0.09
YTD Return
7.7%
3yr Return
18.7%
1yr Return
8.4%
Total Assets
$212M
6M Money Flow
-$17M
Small Value
Expense Ratio
1.10%
TTM Yield
1.8%
3yr Sharpe
-0.09
YTD Return
-7.0%
3yr Return
8.4%
1yr Return
-0.6%
Total Assets
$22M
6M Money Flow
-$2M
Multisector Bond
Expense Ratio
0.90%
TTM Yield
4.8%
3yr Sharpe
-0.44
YTD Return
2.2%
3yr Return
5.5%
1yr Return
6.4%
Total Assets
$183M
6M Money Flow
-$20M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.38
YTD Return
-8.9%
3yr Return
-9.7%
1yr Return
-7.2%
Total Assets
$21M
6M Money Flow
-$1M