Wilshire Large Financial Statements From 2010 to 2025
| DTLGX Fund | USD 39.51 0.19 0.48% |
Check Wilshire Large financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilshire Large's main balance sheet or income statement drivers, such as , as well as many indicators such as . Wilshire financial statements analysis is a perfect complement when working with Wilshire Large Valuation or Volatility modules.
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Wilshire Large Mutual Fund Year To Date Return Analysis
Wilshire Large's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilshire Large Year To Date Return | 1.65 % |
Most of Wilshire Large's fundamental indicators, such as Year To Date 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, Wilshire Large is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, Wilshire Large has a Year To Date Return of 1.6451%. This is much higher than that of the Wilshire Mutual Funds family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Wilshire Large Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilshire Large's current stock value. Our valuation model uses many indicators to compare Wilshire Large value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilshire Large competition to find correlations between indicators driving Wilshire Large's intrinsic value. More Info.Wilshire Large is one of the top funds in price to earning among similar funds. It is rated # 2 fund in price to book among similar funds fabricating about 0.20 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wilshire Large is roughly 5.03 . 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 Wilshire Large's earnings, one of the primary drivers of an investment's value.About Wilshire Large Financial Statements
Wilshire Large investors use historical fundamental indicators, such as Wilshire Large'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 Wilshire Large. Please read more on our technical analysis and fundamental analysis pages.
The fund invests, under normal circumstances, at least 80 percent of its net assets in common stock of companies with larger market capitalizations-within the market capitalization range and composition of the companies composing the Russell 1000 Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts .
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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 Wilshire Mutual Fund
Wilshire Large financial ratios help investors to determine whether Wilshire 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 Wilshire with respect to the benefits of owning Wilshire Large security.
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