Email Contact Phone Company Visit Website

California, USA Head Office

1299 Ocean Avenue Suite 700
Santa Monica
California
US

New Jersey, USA Office

525 Washington Boulevard Suite 2205
Jersey City
NJ
US

London, United Kingdom, Europe Office

23 Austin Friars
London
GB

Singapore, Asia Office

6 Battery Road Level 30
Singapore
GB

Chicago, USA Office

222 West Adams Street Suite 1725
Chicago
IL
US

Telephone

44 207 814 7355

Contact

Kim M. Shepherd
[email protected]
Back to all Wilshire Associates Incorporated announcements

Wilshire 5000 Up Nearly 17 Percent Marking Best Quarter in a Decade

The Wilshire 5000 Total Market Index, the original true broad measure of the U.S. stock market, added to its late-March rally to advance 16.79 percent in the second quarter of 2009 making it the best quarter for the Wilshire 5000 since the fourth quarter of 1999, according to Wilshire Associates Incorporated, a leading global independent investment consulting and services firm.

“The U.S. stock market closed at 9428.19, representing a paper gain of $1.5 trillion as the Wilshire 5000 marked its first positive quarter since a 1.46 percent increase during the third quarter of 2007,” noted Steven J. Foresti, managing director and head of the Investment Research Group of Wilshire Consulting, a business unit of Wilshire Associates. “Stocks have risen 38.33 percent since their recent low on March 9, 2009, reducing the current market sell-off to -38.30 percent since the Wilshire 5000’s high in October 2007. Each individual month within the quarter enjoyed a positive return, as June’s narrow 0.35 percent gain represented the market’s fourth consecutive up month,” he stated.

“Small capitalization stocks took a leadership role during the quarter, reversing a trend of recent underperformance relative to larger stocks,” Foresti continued. “The Wilshire Small Cap Index rose 26.32 percent versus a 15.57 percent advance for the Wilshire Large Cap Index. The Wilshire Small Cap Index surged 19.87 percent in April alone, marking its best single-month return in the index’s 31 year history. Growth stocks continued to outpace value shares during the quarter, particularly in the small cap segment, with the Wilshire Small Growth Index up 28.92 percent against 23.64 percent for the Small Cap Value Index,” said Foresti.