Wilmington Large Cap Strategy Fund Manager Performance Evaluation
| WMLIX Fund | USD 34.87 0.13 0.37% |
The entity maintains a market beta of 0.77, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Wilmington Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding Wilmington Large is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Wilmington Large Cap Strategy are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Wilmington Large may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 31st of August 2022 | |
| Expense Ratio | 0.2500 |
Wilmington |
Wilmington Large Relative Risk vs. Return Landscape
If you would invest 3,202 in Wilmington Large Cap Strategy on September 12, 2024 and sell it today you would earn a total of 285.00 from holding Wilmington Large Cap Strategy or generate 8.9% return on investment over 90 days. Wilmington Large Cap Strategy is currently producing 0.1377% returns and takes up 0.6792% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Wilmington, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wilmington Large Current Valuation
Undervalued
Today
Please note that Wilmington Large's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Wilmington Large Cap maintains a prevalent Real Value of $37.33 per share. The last-minute price of the fund is $34.87. We determine the value of Wilmington Large Cap from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wilmington Large is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wilmington Mutual Fund. However, Wilmington Large's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 34.87 | Real 37.33 | Hype 34.87 | Naive 34.86 |
The intrinsic value of Wilmington Large's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wilmington Large's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wilmington Large Cap Strategy helps investors to forecast how Wilmington mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wilmington Large more accurately as focusing exclusively on Wilmington Large's fundamentals will not take into account other important factors: Wilmington Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wilmington Large's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wilmington Large Cap Strategy, and traders can use it to determine the average amount a Wilmington Large's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2027
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| Cash | WMLIX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.14 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Wilmington Large is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wilmington Large by adding it to a well-diversified portfolio.
Wilmington Large Fundamentals Growth
Wilmington Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wilmington Large, and Wilmington Large fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wilmington Mutual Fund performance.
| Price To Earning | 18.78 X | ||||
| Price To Book | 2.56 X | ||||
| Price To Sales | 1.78 X | ||||
About Wilmington Large Performance
Evaluating Wilmington Large's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wilmington Large has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wilmington Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets in a diversified portfolio of U.S. equity securities of large-cap companies . Large-cap companies are companies that have a market capitalization at the time of purchase at least equal to that of the smallest company in the Russell 1000 Index, or at least equal to that of the smallest company expected to be included in the Russell 1000 Index after its next scheduled reconstitution.Things to note about Wilmington Large Cap performance evaluation
Checking the ongoing alerts about Wilmington Large for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wilmington Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.97% of its net assets in stocks |
- Analyzing Wilmington Large's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wilmington Large's stock is overvalued or undervalued compared to its peers.
- Examining Wilmington Large's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wilmington Large's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wilmington Large's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wilmington Large's mutual fund. These opinions can provide insight into Wilmington Large's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wilmington Mutual Fund
Wilmington Large 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 Large security.
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