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Wilshire 5000(SM) Wilshire Sees Best October Performance Since 2003

11/2/2010

Wilshire Global Total Market Index Up 4.11 Percent for the MonthWith Europe Leading the Way

 

SANTA MONICA, CA - The Wilshire 5000 Total Market IndexSM, the original pure and completeSM measure of the U.S. stock market, closed September 30, 2010 at 12,489.09, up 3.89 percent for the month. This brought its year-to-date return to 9.08 percent and resulted in an estimated increase in market value of $500 billion during the month, according to Wilshire Associates Incorporated, a global independent investment consulting and services firm.

During October, the global securities market built on September's broad-based gains with all sectors in all regions in positive territory except four, with Health Care at or near the bottom of performance for most regions, said Robert J. Waid, managing director, Wilshire Associates and head of Wilshire Index Research. For the second month in a row, the Wilshire Europe IndexSMled the way as the best performing regional index, but still lagged the year-to-date return of all the other major regional indices.

During the month of October the Wilshire Global Total Market IndexSMsaw a gain of 4.11 percent. The Wilshire Global exUS IndexSMwas up 4.25 percent this past month.

On a regional basis, Europe outperformed Latin America, Asia/Pacific, and Middle East & Africa by posting the largest monthly gain of 5.69 percent as measured by the Wilshire Regional IndexesSM. Middle East & Africa posted the narrowest gain of 1.99 percent for the month.

The Wilshire US Small-Cap IndexSM posted a monthly gain of 4.00 percent. The Wilshire Global Small-Cap IndexSMposted a monthly increase of 4.01 percent. The Wilshire US Micro-Cap IndexSM had an up month with a gain of 4.26 percent. The Wilshire US Large-Cap IndexSM was up 3.87 percent for the month. On a global basis, the Wilshire Global Large-Cap IndexSMposted a monthly gain of 4.13 percent.

In the United States, the Wilshire US Real Estate Investment Trust (REIT) IndexSM rose 4.70 percent and the Wilshire US Real Estate Securities IndexSM (RESI) gained 4.88 percent. The Wilshire Global REIT IndexSMposted a 4.74 percent increase. The Wilshire Global RESISM closed the month up 4.73 percent.

MONTH GLOBAL RETURNS AT A GLANCE:

 

Index Name Index Close Point Change Total Return % Change
MTD MTD YTD 1-Year 3-Year 5-Year
Wilshire 5000 12,489.09 468.18 3.89% 9.08% 18.31% -5.86% 2.27%
Wilshire Global TMI 2,512.74 96.78 4.11% 10.27% 17.16% -6.36% 4.72%
Wilshire Global exUS Index 2,197.07 87.61 4.25% 10.71% 16.17% -6.86% 6.71%
Wilshire Europe Index 2,883.26 152.86 5.69% 7.71% 12.65% -9.08% 5.44%
Wilshire Asia / Pacific Index 1,318.06 29.24 2.31% 10.97% 15.41% -6.00% 5.95%
Wilshire Latin America Index 10,649.75 472.93 4.79% 18.04% 31.77% 3.68% 20.77%
Wilshire Middle East & Africa Index 2,876.71 50.54 1.99% 16.63% 22.21% -6.67% 8.15%



MONTH WILSHIRE GLOBAL SECTOR WINNERS AND LOSERS BY REGION:

 

United States Europe Middle East & Africa
 
TOP 3
Materials 7.23% Materials 9.61% Information Technology 9.16%
Information Technology 6.29% Telecomm Services 8.00% Consumer Discretionary 5.65%
Energy 5.59% Utilities 7.39% Materials 5.29%
 
BOTTOM 3
Financials 1.74% Financials 2.96% Consumer Staples 0.75%
Utilities 1.56% Consumer Staples 2.84% Financials -0.18%
Telecomm Services 1.07% Health Care 2.54% Health Care -2.91%
 
Latin America Asia/Pacific World
 
TOP 3
Consumer Discretionary 7.84% Energy 5.50% Materials 7.55%
Consumer Staples 6.89% Materials 2.98% Information Technology 4.87%
Telecomm Services 6.50% Financials 2.76% Energy 4.64%
 
BOTTOM 3
Energy 2.18% Utilities 1.32% Financials 2.72%
Health Care 1.66% Health Care 1.13% Consumer Staples 2.59%
Information Technology -5.46% Consumer Staples -0.17% Health Care 2.00%



For more information about the Wilshire Index Family please e-mail WilshireIndexes@wilshire.com.

*All values as of October 31, 2010. Index values are in price values. All returns are total returns and reflect float-adjusted market capitalization. Returns are annualized for periods greater than one year.

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.

CONTACT:

Kim Shepherd
+1-773-252-9986
kshepherd.ext@wilshire.com


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