Wilmington Trust Retirement Fund Five Year Return
WBRMEX Fund | USD 308.28 2.30 0.74% |
Wilmington Trust Retirement fundamentals help investors to digest information that contributes to Wilmington Trust's financial success or failures. It also enables traders to predict the movement of Wilmington Fund. The fundamental analysis module provides a way to measure Wilmington Trust'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 Trust fund.
Wilmington |
Wilmington Trust Retirement Fund Five Year Return Analysis
Wilmington Trust's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
According to the company disclosure, Wilmington Trust Retirement has a Five Year Return of 0.0%. This is 100.0% lower than that of the Category family and 100.0% lower than that of the Family category. The five year return for all United States funds is 100.0% higher than that of the company.
Did you try this?
Run Portfolio Analyzer Now
Portfolio AnalyzerPortfolio analysis module that provides access to portfolio diagnostics and optimization engine |
All Next | Launch Module |
About Wilmington Trust Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wilmington Trust Retirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wilmington Trust using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wilmington Trust Retirement based on its fundamental data. In general, a quantitative approach, as applied to this 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.
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 Fund
Wilmington Trust financial ratios help investors to determine whether Wilmington 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 Trust security.
Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |