FOR IMMEDIATE RELEASE
CONTACT:
Kim Shepherd
773-252-9986
kshepherd.ext@wilshire.com
WILSHIRE 5000SM HAS BEST JULY PRICE RETURN IN 39-YEAR HISTORY
Wilshire Global exUS Index Up 9.10 Percent
SANTA MONICA, August 6, 2009 - The Wilshire 5000 Total Market IndexSM,
the original broad measure of the United States stock market, had the best month of July in its 39-year
history in terms of price return, closing at 10158.61, up 730.42 points or 7.73 percent for the month.
That resulted in a paper gain of $800 billion, according to Wilshire Associates Incorporated, a leading global
independent investment consulting and services firm.*
"This is a small-cap lead rally with small-cap stocks beating large-cap stocks for every month of the rally
except May," commented Robert J. Waid, vice president, Wilshire Associates and head of Wilshire Index Research.
"Since the recent Wilshire 5000 low on March 9, 2009, the small-cap return is 71.52 percent compared to the
large-cap return of 46.38 percent. Micro-cap stocks have done even better with a return of 85.58 percent.
This also is the first time we've had five positive months in a row since the six months ending January 2007," he added.
The Wilshire Global Total Market Index, closed at 2054.60, which represents a monthly gain of 8.56 percent.
The Wilshire Global exUS Index was up 9.10 percent this past month.
On a regional basis, Europe outperformed Middle East & Africa, Asia/Pacific, and Latin America by posting a gain
of 10.14 percent as measured by the Wilshire Regional Indexes. Middle East & Africa posted the narrowest gain of
5.18 percent for the month.
The Wilshire US Small-Cap IndexSM posted a gain of 10.14 percent and the Wilshire
Global Small-Cap IndexSM posted a gain of 9.45 percent. The Wilshire US Micro-Cap
IndexSM had an up month with a gain of 9.04 percent. The Wilshire US Large-Cap
IndexSM was up 7.45 percent. On a global basis, the Wilshire Global Large-Cap
IndexSM gained 8.44 percent.
GLOBAL QUARTERLY RETURNS AT A GLANCE:
| Index Name |
Index Close |
Point Change MTD |
% Change MTD |
YTD |
1-Year |
3-Year |
5-Year |
| Wilshire 5000 |
10158.61 |
730.42 |
7.73% |
12.52% |
-20.03% |
-16.37% |
3.21% |
| Wilshire Global TMI |
2054.60 |
160.63 |
8.56% |
20.59% |
-20.33% |
-11.81% |
22.14% |
| Wilshire Global exUS Index |
1792.27 |
148.94 |
9.10% |
26.80% |
-20.72% |
-8.39% |
42.44% |
| Wilshire Europe Index |
2331.51 |
211.63 |
10.14% |
21.38% |
-26.21% |
-15.80% |
31.96% |
| Wilshire Asia / Pacific Index |
1128.50 |
83.43 |
8.18% |
28.58% |
-12.30% |
-4.70% |
40.72% |
| Wilshire Latin America Index |
7254.63 |
597.66 |
5.93% |
56.42% |
-23.16% |
38.76% |
201.03% |
| Wilshire Middle East & Africa Index |
2312.39 |
114.37 |
5.18% |
25.15% |
-24.52% |
-2.16% |
78.60% |
WILSHIRE GLOBAL SECTOR WINNERS AND LOSERS BY REGION:
| United States |
Europe |
Middle East & Africa |
| |
|
|
|
|
|
| TOP 3 |
|
|
|
|
|
| Materials |
13.24% |
Financials |
14.30% |
Information Technology |
15.20% |
| Consumer Discretionary |
9.65% |
Materials |
14.28% |
Consumer Discretionary |
10.04% |
| Industrials |
9.05% |
Consumer Discretionary |
12.54% |
Health Care |
9.00% |
| |
|
|
|
|
|
| BOTTOM 3 |
|
|
|
|
|
| Telecommunications Services |
5.39% |
Information Technology |
5.07% |
Energy |
2.21% |
| Energy |
5.32% |
Utilities |
4.15% |
Financials |
2.06% |
| Utilities |
4.34% |
Energy |
3.77% |
Utilities |
0.77% |
| |
|
|
|
|
|
| |
|
|
|
|
|
| Latin America |
Asia/Pacific |
World |
| |
|
|
|
|
|
| TOP 3 |
|
|
|
|
|
| Consumer Discretionary |
14.98% |
Information Technology |
13.47% |
Materials |
11.94% |
| Health Care |
13.82% |
Consumer Discretionary |
10.40% |
Financials |
10.73% |
| Materials |
12.38% |
Materials |
10.14% |
Consumer Discretionary |
10.61% |
| |
|
|
|
|
|
| BOTTOM 3 |
|
|
|
|
|
| Utilities |
4.49% |
Energy |
4.92% |
Health Care |
7.00% |
| Energy |
3.47% |
Health Care |
4.84% |
Energy |
4.68% |
| Information Technology |
0.22% |
Utilities |
4.59% |
Utilities |
4.39% |
WILSHIRE REAL ESTATE INDEXES
In the United States, the Wilshire US Real Estate Investment Trust (REIT) IndexSM
rose 10.39 percent and the Wilshire US Real Estate Securities IndexSM (RESI) added
10.50 percent. The Wilshire Global REIT IndexSM posted a 10.36 percent gain. The
broader Wilshire Global RESISM , which represents 23 countries in Europe, the
Americas, Asia/Pacific and Africa, closed the month up 10.22 percent.
For more information about the Wilshire Index Family please e-mail WilshireIndexes@wilshire.com.
*All values as of July 31, 2009. Index values are in price values. All returns are total returns and reflect float-adjusted market capitalization.
About Wilshire Associates
Wilshire Associates, a leading global, independent investment consulting and services firm,
provides consulting services, analytics solutions and customized investment products to plan
sponsors, investment managers and financial intermediaries. Its business units include,
Wilshire Analytics, Wilshire Consulting, Wilshire Funds Management and Wilshire Private Markets.
The firm was founded in 1972, revolutionizing the industry by pioneering the application of
investment analytics and research to investment management for the institutional marketplace.
Wilshire also is credited with helping to develop the field of quantitative investment
analysis that uses mathematical tools to analyze market risks. All other business units
evolved from Wilshire's strong analytics foundation. Wilshire developed the Wilshire 5000
Total Market IndexSM, the first asset/liability models for
pension funds, the first U.S. equity style metrics work and many other "firsts" as the firm
grew to approximately 350 employees serving the investment needs of institutional and high
net worth clients around the world.
Based in Santa Monica, California, Wilshire provides services to clients in more than 20
countries representing approximately 600 organizations. With ten offices on four continents,
Wilshire Associates and its affiliates are dedicated to providing clients with the highest
quality counsel, products and services. Wilshire is a registered service mark of Wilshire
Associates Incorporated. Please visit www.wilshire.com for more information.
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