Wilshire TUCS-tracked assets grow
August 8, 2017

Institutional assets tracked by the Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 2.88 percent for all plan types in the second quarter and a median one-year gain of 11.31 percent.

"This quarter marked the seventh consecutive positive quarter, the longest string of positive quarterly returns for all plan types since June 1998, which marked a string of 14 positive quarters in a row," said Robert J Waid, Managing Director, Wilshire Associates.

"Second quarter returns boosted the one-year return to 11.31 percent for the period ending June 30, 2017, compared to 10.49 percent for the year ending March 31, 2017. This quarter's one-year return marks the best since the period ending June 30, 2014 posted a 15.51 percent gain." 

Wilshire says the returns were supported by continued strong performance across all major asset classes. The Wilshire 5000 Total Market IndexSM returned 2.95 percent for the second quarter and 18.54 percent for the year ending June 30, 2017, while the MSCI AC World ex US (Net) for international equities rose 5.78 percent in the second quarter and 20.45 percent for the year.

The Wilshire Bond Index also gained 1.95 percent in the second quarter and 1.64 percent for the year.





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Institutional assets tracked by the Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 2.88 percent for all plan types in the second quarter and a median one-year gain of 11.31 percent.

"This quarter marked the seventh consecutive positive quarter, the longest string of positive quarterly returns for all plan types since June 1998, which marked a string of 14 positive quarters in a row," said Robert J Waid, Managing Director, Wilshire Associates.

"Second quarter returns boosted the one-year return to 11.31 percent for the period ending June 30, 2017, compared to 10.49 percent for the year ending March 31, 2017. This quarter's one-year return marks the best since the period ending June 30, 2014 posted a 15.51 percent gain." 

Wilshire says the returns were supported by continued strong performance across all major asset classes. The Wilshire 5000 Total Market IndexSM returned 2.95 percent for the second quarter and 18.54 percent for the year ending June 30, 2017, while the MSCI AC World ex US (Net) for international equities rose 5.78 percent in the second quarter and 20.45 percent for the year.

The Wilshire Bond Index also gained 1.95 percent in the second quarter and 1.64 percent for the year.



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