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Personal Finance > Wilshire Indices

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  • The Markets
    Index Family:    Wilshire Broad Market Indexes
    Index Name:    The Wilshire 5000 Total Market Index

    Measures the performance of all U.S. headquartered equity securities with readily available price data. Over 6,500 capitalization weighted security returns are used to adjust the index. The Wilshire 5000 base is its December 31, 1980 capitalization of $1,404.596 billion. Therefore, the index is an excellent approximation of dollar changes in the U.S. equity market. For instance, values of 2157.146 on 12/30/85 and 2164.690 on 12/31/85 represent an approximate increase of $7.5 billion. The Wilshire 5000 is the best measure of the entire U.S. stock market.

    Index Family:    Wilshire Broad Market Indexes
    Index Name:    The Wilshire 4500 Completion Index

    Measures the performance of all small and mid-cap stocks. It is constructed using the Wilshire 5000 securities with the companies in the Standard & Poor's 500 Index removed. The approximately 6,000 capitalization weighted returns provide an excellent benchmark for "extended" fund managers. The Wilshire 4500 was created December 31, 1983.


    Returns As of 08-30-2002, one year

    Wilshire 5000 -18.41
    Wilshire 4500 -16.62
    Wilshire Large Cap 750 -18.69
    Wilshire Mid Cap 500 -15.99
    Wilshire Small Cap 1750 -19.72
    Wilshire Micro Cap -10.58
    Wilshire All Growth -23.22
    Wilshire All Value -14.13
    Wilshire Large Growth -22.67
    Wilshire Large Value -14.49
    Wilshire Mid Growth -22.51
    Wilshire Mid Value -10.00
    Wilshire Small Growth -28.19
    Wilshire Small Value -11.93

    This information has been obtained from sources we believe to be reliable, but its accuracy and completeness are not guaranteed. Index returns and values are subject to revision.


    Head Smart Investing