Wilmington Intermediate Financial Statements From 2010 to 2024
| ARIFX Fund | USD 11.50 0.04 0.35% |
Check Wilmington Intermediate financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilmington Intermediate's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wilmington financial statements analysis is a perfect complement when working with Wilmington Intermediate Valuation or Volatility modules.
Wilmington |
Wilmington Intermediate Term Bond Mutual Fund Ten Year Return Analysis
Wilmington Intermediate's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilmington Intermediate Ten Year Return | 5.48 % |
Most of Wilmington Intermediate's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Wilmington Intermediate Term Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Wilmington Intermediate Term Bond has a Ten Year Return of 5.48%. This is much higher than that of the Aristotle Funds family and significantly higher than that of the Foreign Large Blend category. The ten year return for all United States funds is notably lower than that of the firm.
Wilmington Intermediate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Intermediate's current stock value. Our valuation model uses many indicators to compare Wilmington Intermediate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Intermediate competition to find correlations between indicators driving Wilmington Intermediate's intrinsic value. More Info.Wilmington Intermediate Term Bond is second largest fund in annual yield among similar funds. It also is second largest fund in one year return among similar funds reporting about 3,165 of One Year Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wilmington Intermediate's earnings, one of the primary drivers of an investment's value.About Wilmington Intermediate Financial Statements
Wilmington Intermediate investors use historical fundamental indicators, such as Wilmington Intermediate's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Wilmington Intermediate. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in publicly traded equity securities or depository receipts of companies organized, headquartered or doing a substantial amount of business outside of the United States. Aristotle Capital Management, the funds Advisor, considers a company that has at least 50 percent of its assets located outside the United States or derives at least 50 percent of its revenue from business outside the United States as doing a substantial amount of business outside the United States.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Wilmington Mutual Fund
Wilmington Intermediate financial ratios help investors to determine whether Wilmington Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wilmington with respect to the benefits of owning Wilmington Intermediate security.
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