Wilshire Mutual Funds

Statistics as of May 01, 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 Return ▲3yr Return1yr ReturnTotal Assets6M Money Flow
Small Value
Expense Ratio
1.10%
TTM Yield
1.8%
3yr Sharpe
-0.04
YTD Return
-11.6%
3yr Return
11.6%
1yr Return
-2.3%
Total Assets
$21M
6M Money Flow
-$2M
Small Growth
Expense Ratio
1.10%
TTM Yield
0.0%
3yr Sharpe
-0.16
YTD Return
-9.9%
3yr Return
4.4%
1yr Return
-3.5%
Total Assets
$21M
6M Money Flow
-$1M
Large Growth
Expense Ratio
1.00%
TTM Yield
0.0%
3yr Sharpe
0.58
YTD Return
-7.1%
3yr Return
56.6%
1yr Return
16.9%
Total Assets
$242M
6M Money Flow
-$8M
Large Blend
Expense Ratio
0.56%
TTM Yield
0.8%
3yr Sharpe
0.40
YTD Return
-5.0%
3yr Return
36.3%
1yr Return
11.3%
Total Assets
$261M
6M Money Flow
-$11M
Large Value
Expense Ratio
1.00%
TTM Yield
1.4%
3yr Sharpe
0.26
YTD Return
-1.6%
3yr Return
28.0%
1yr Return
7.3%
Total Assets
$155M
6M Money Flow
-$11M
Multisector Bond
Expense Ratio
0.90%
TTM Yield
4.8%
3yr Sharpe
-0.27
YTD Return
2.5%
3yr Return
8.7%
1yr Return
7.7%
Total Assets
$179M
6M Money Flow
-$24M
Foreign Large Blend
Expense Ratio
1.25%
TTM Yield
3.3%
3yr Sharpe
0.32
YTD Return
10.3%
3yr Return
31.5%
1yr Return
13.0%
Total Assets
$212M
6M Money Flow
-$19M