Knowledge Center

The Wilshire Advisor Solutions Knowledge Center contains our video presentations, white papers, monthly and quarterly market commentaries, and product literature.

  January 2017 Monthly Market Commentary

Domestic equity markets were positive in January, as the Wilshire 5000 Total Market IndexSM returned 1.78% and the S&P 500 Index returned 1.90%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.99, a decrease from its December close of 14.04.

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  Fourth Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 4.54% for the fourth quarter and 13.37% for 2016. This marks the Index’s fifth straight quarterly gain and, more remarkably, eighth straight annual gain. A portion of that “winning streak” is due to a rebound from the global financial crisis selloff. However, the market has continued to produce strong returns after the initial recovery, with a 14% annualized gain over the past four years. Following several rocky months to begin the year, U.S. equities trended upward for the rest of 2016. The fourth quarter benefited from strong economic growth and signs of confidence from the Federal Reserve.

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  November 2016 Monthly Market Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 4.56% and the S&P 500 Index returned 3.70%. Market volatility decreased in November, with the CBOE Volatility Index (VIX) ending the month at 13.33, down from 17.06 at the end of October.

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  October 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were negative in October, as the Wilshire 5000 Total Market IndexSM returned -2.03% and the S&P 500 Index returned -1.82%. Market volatility increased in October, with the CBOE Volatility Index (VIX) ending the month at 17.06, up from 13.29 at the end of September 2016.

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  Third Quarter 2016 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market Index, was up for the third quarter of 2016 by 4.29%. This marks the fourth straight quarterly gain, although most of the pricing activity occurred during roughly the first dozen trading days of the quarter. Interestingly, strong equity returns this year have coincided with a drop in corporate earnings. However, a major contributor to that decline is performance within the Energy sector due to depressed oil prices.

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  August 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in August, as the Wilshire 5000 Total Market IndexSM returned 0.25% and the S&P 500 Index returned 0.14%. Market volatility increased in August, with the CBOE Volatility Index (VIX) ending the month at 13.07, up from 11.87 at the end of July 2016. Performance across GICS sectors was mixed for the month, with the Financials and Information Technology sectors leading the group, returning 3.31% and 2.06%, respectively. On the other hand, Utilities was the worst performing sector in August, falling -5.41%. Small cap stocks outperformed their large cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 0.14% and 1.25%, respectively. U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 49.4% in August, down from the July reading of 52.6%. Generally a reading above 50% indicates expansion.

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  July 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 3.93% and the S&P 500 Index returned 3.69%. Market volatility decreased in July, with the CBOE Volatility Index (VIX) ending the month at 11.87, down from 15.63 at the end of June 2016. Performance across GICS sectors was mixed for the month, with the Information Technology and Materials sectors leading the group, returning 7.79% and 5.64%, respectively. On the other hand, Energy was the worst performing sector in July, falling -1.99%.

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  Second Quarter 2016 Market Commentary

GDP: Real GDP growth continued to slow during the first quarter of 2016, expanding 1.1% on an annualized basis. Weak business spending continues to act as a drag on growth as private investment shrank for the third quarter in a row. The U.S. actually exported more goods and services despite the strong dollar, adding to growth. Consumer spending continues to be the main point of strength in the economy, although government spending grew for the fourth straight quarter.

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  May 2016 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets were positive in May, as the Wilshire 5000 Total Market IndexSM and the S&P 500 Index both returned 1.80%. Market volatility decreased in May, with the CBOE Volatility Index (VIX) ending the month at 13.94, down from 15.70 at the end of April. Performance across GICS sectors was mixed for the month, with the Information Technology and Health Care sectors leading the group, returning 5.44% and 2.51%, respectively. In a reversal from last month, Energy was the worst performing sector in May, falling -0.74%.

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