Wilmington Intermediate Term Bond Fund Three Year Return
ARIFX Fund | USD 11.24 0.04 0.36% |
Wilmington Intermediate Term Bond fundamentals help investors to digest information that contributes to Wilmington Intermediate's financial success or failures. It also enables traders to predict the movement of Wilmington Mutual Fund. The fundamental analysis module provides a way to measure Wilmington Intermediate's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Wilmington Intermediate mutual fund.
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Wilmington Intermediate Term Bond Mutual Fund Three Year Return Analysis
Wilmington Intermediate's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
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Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Wilmington Intermediate Three Year Return | 7.82 % |
Most of Wilmington Intermediate's fundamental indicators, such as Three 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 Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Wilmington Intermediate Term Bond has a Three Year Return of 7.82%. This is much higher than that of the Aristotle Funds family and significantly higher than that of the Foreign Large Blend category. The three year return for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Wilmington Intermediate
The fund consists of 93.59% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Wilmington Intermediate's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Wilmington Fundamentals
Total Asset | 83.27 M | ||||
Annual Yield | 0 % | ||||
One Year Return | 6.33 % | ||||
Three Year Return | 7.82 % | ||||
Five Year Return | 6.77 % | ||||
Ten Year Return | 5.48 % | ||||
Net Asset | 555.13 M | ||||
Minimum Initial Investment | 1000 K | ||||
Last Dividend Paid | 0.02 | ||||
Cash Position Weight | 6.41 % | ||||
Bond Positions Weight | 93.59 % |
About Wilmington Intermediate Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Intermediate Term Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Intermediate using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Intermediate Term Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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