Wilmington Large-cap Financial Statements From 2010 to 2025
| WMLIX Fund | USD 30.33 0.34 1.11% |
Check Wilmington Large-cap financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Wilmington Large-cap'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 Large-cap Valuation or Volatility modules.
Wilmington |
Wilmington Large Cap Strategy Mutual Fund One Year Return Analysis
Wilmington Large-cap's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilmington Large-cap One Year Return | 10.35 % |
Most of Wilmington Large-cap's fundamental indicators, such as One 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 Large Cap Strategy is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, Wilmington Large Cap Strategy has an One Year Return of 10.3491%. This is much higher than that of the Wilmington Funds family and significantly higher than that of the Large Blend category. The one year return for all United States funds is notably lower than that of the firm.
Wilmington Large Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wilmington Large-cap's current stock value. Our valuation model uses many indicators to compare Wilmington Large-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wilmington Large-cap competition to find correlations between indicators driving Wilmington Large-cap's intrinsic value. More Info.Wilmington Large Cap Strategy is rated second in price to earning among similar funds. It is rated second in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Wilmington Large Cap Strategy is roughly 7.34 . 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 Large-cap's earnings, one of the primary drivers of an investment's value.About Wilmington Large-cap Financial Statements
Wilmington Large-cap investors use historical fundamental indicators, such as Wilmington Large-cap'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 Large-cap. Please read more on 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.
Also Currently Popular
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 Large-cap 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-cap security.
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