Knowledge Center

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

  January 2018 Monthly Market Commentary

U.S. Economy and Markets: Domestic equity markets continued to be positive in January, as the Wilshire 5000 Total Market IndexSM returned 5.25% and the S&P 500 Index advanced 5.73%. Market volatility picked up significantly in January, as the CBOE Volatility Index (VIX) ended the month at 13.54, an increase from its December close of 11.04.

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  Fourth Quarter 2017 Market Commentary

The U.S. Equity Market: The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 6.39% for the fourth quarter of 2017. This marks the ninth consecutive year of positive gains for the broad U.S. equity market. Several factors contributed to this success, including a rebound in global economic growth and continued strength domestically. Investors also responded positively to the largest overhaul of the U.S. tax system in 30 years. What also made the past year particularly impressive was the relative lack of volatility. The largest drawdown for the year was -2.75%, and there were only four trading days where the market was down 1% or more, making 2017 one of the least volatile years in nearly four decades.

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  November 2017 Monthly Market Commentary

Domestic equity markets were positive in November, as the Wilshire 5000 Total Market IndexSM returned 3.04% and the S&P 500 Index returned 3.07%. Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 11.43, an increase from its October close of 10.18.

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  October 2017 Monthly Market Commentary

Domestic equity markets were positive in October, as the Wilshire 5000 Total Market IndexSM returned 2.15% and the S&P 500 Index returned 2.33%. Large cap stocks continued to outperform their small cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 2.31% and 0.76%, respectively.

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  Third Quarter 2017 Market Commentary

The U.S. stock market, represented by the Wilshire 5000 Total Market IndexSM, was up 4.59% for the third quarter of 2017. The market has been posting strong gains since the third quarter of 2015, up 17.10% annualized for the past two years. Equity investors are in part responding to strong earnings reports, with reported earnings up in the double digits for each quarter of the first half of 2017.  » more
   

  August 2017 Monthly Market Commentary

U.S. Economy and Markets

  • Domestic equity markets were positive in August, as the Wilshire 5000 Total Market IndexSM returned 0.24% and the S&P 500 Index returned 0.31%.
  • Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 10.59, an increase from its July close of 10.26
  • Performance across GICS sectors was mixed for the month, with the Information Technology and Utilities sectors leading the group, gaining 3.28% and 3.08%, respectively. On the other hand, the Energy sector was the worst performing sector in August, returning -5.27%.
  • Large cap stocks continued to outperform their small cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 0.41% and -1.39%, respectively.
  • U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 58.8% in August, the 12th straight month of growth (over 50%) in the manufacturing sector. This is the highest reading since April 2011.
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  July 2017 Monthly Market Commentary

U.S. Economy and Markets

  • Domestic equity markets were positive in July, as the Wilshire 5000 Total Market IndexSM returned 1.88% and the S&P 500 Index returned 2.06%.
  • Market volatility, measured by the CBOE Volatility Index (VIX), ended the month at 10.26, a decrease from its June close of 11.18.
  • Performance across GICS sectors was positive for the month, with the Telecommunications Services and Information Technology sectors leading the group, returning 5.87% and 4.09%, respectively. On the other hand, the Industrials sector was the worst performing sector in July, returning 0.22%.
  • Large cap stocks continued to outperform their small cap counterparts this month, with the Wilshire U.S. Large Cap IndexSM and the Wilshire U.S. Small Cap IndexSM returning 1.98% and 1.08%, respectively.
  • U.S. manufacturing activity, as measured by the Institute for Supply Management’s PMI, registered 56.3% in July, down from the June reading of 57.8%. June’s was the highest since August 2014. Generally, a reading above 50% indicates expansion.
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Webinar Replay Now Available

 2017 Year in Review & 2018 Outlook Webinar